InvestTech has a team of dedicated Wealth Management practitioners who have deep knowledge and experience in all areas of Front, Middle and Back Office platforms and the integration of “best of breed” solutions to meet your firm’s unique business needs.
We know that the investment management and operations of wealth management firms are unique, as well as the workflow and data requirements and technology systems to support them. We also know how to ensure your institutional asset management expertise continues to be leveraged in serving the wealth management client base, in a scalable manner which supports growth across thousands of new accounts.
Our Wealth Management consultants have helped select and implement solutions for model management, rebalancing, trade order management, compliance, operations, client review and performance reporting. We are experts at designing and implementing end-to-end solutions from CRM and investor portals to trust accounting systems, banking and lending products. We are particularly experienced at ensuring our clients can serve their wealth clients across multiple custodian relationships efficiently.
InvestTech specializes in investment operations, systems architecture and data management consulting to global asset and wealth managers.