An advisor’s wealth management software should provide maximum flexibility for accessing client information related to investments while offering sophisticated trading tools to minimize tax exposure. However, not all wealth management technology solutions are the same.
INDATA delivers software for wealth managers that covers all aspects of the end-client relationship. Its core components include tax-optimized rebalancing, overlay management including sleeves, as well as robust and on-demand information related to clients and portfolios for advisors, and also a client portal that provides web access to end clients for mission-critical information.
Users also appreciate its impressive pre-trade, post-trade, real-time compliance, and threshold monitoring capabilities on the trade order management side of things. With all of these tools, wealth managers can confidently comply with regulatory requirements and also actively monitor risk. INDATA’s robust trade order management system (OMS) enables a multi-asset approach, so advisors can easily manage trades across equities, fixed income, and other asset classes.
