Unified Wealth Platform
July 10 2020
Working with Tegra118
We’ll be your closest collaborators, working alongside you to prioritize and build solutions that are truly relevant to your needs, today and tomorrow.
Registered Investment Advisors (RIA)
Attract and retain top advisor talent with the tools they need to better serve clients and grow their business. We deliver a powerful, unified portfolio management platform along with smart tools for goals-based advice and retirement income – all in a simple, user-friendly interface.
Tegra118
Solutions
Tegra118 Advice
Improve client interactions and advisor workflow from planning to onboarding through execution. Our integrated, best-in-class tools and robust APIs are tailored to meet your unique needs.
Tegra118 Portfolio
A single portal for all managed accounts means lower overhead, easier model management and distribution, and more time to focus on building business. Streamline and control advisor experience with our integrated, best-in-class tools and robust APIs to meet your unique needs.
Tegra118 Operations
Automate sleeve and tax lot accounting, reconcile trades efficiently and securely, and minimize operational risk. Our portfolio accounting solution integrates seamlessly with your business.
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Relevant resources
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Retirement Planning Technology from Tegra118
July 10 2020
Financial Planning Technology from Tegra118
July 10 2020