Wealth Platform for Financial Advisers
by Adminis · Wealth and investment platforms · Wellington, New Zealand
A cloud-based portfolio management and reporting platform for New Zealand financial advisers, providing custody, multi-asset trading, model portfolios, performance reporting, fee management, and digital client onboarding.
What Wealth Platform for Financial Advisers does
- Consolidated multi-currency view of client portfolios
- Custody including private equity, venture capital and alternative assets
- Trading across equities, fixed income, funds, FX, private equity and more
- Model portfolio management and rebalancing
- Performance reporting by asset, issuer and sector with drill-down
- Fee management
- Digital client onboarding with AML and documentation storage
- Automated data aggregation and reconciliation
- User permission levels
- 24/7 secure online access hosted on AWS with MFA
What Wealth Platform for Financial Advisers is used for
- Comprehensive management of client investment portfolios
- Consolidated reporting across multiple entities and asset classes
- Client onboarding and AML compliance
- Model portfolio rebalancing and trade execution
- Performance analytics for client reporting
Who Wealth Platform for Financial Advisers is for
- Wealth and investment managers
- Financial advisers
- Discretionary investment managers
- Private banks
- High net worth individuals and families
About Adminis
End-to-end fund administration, custody, PIE fund hosting, and wealth platform for fund managers and financial advisers in New Zealand, with $25B across 230+ funds.
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