Wealth management SaaS
by Openmarkets · Wealth and investment platforms · Sydney, NSW, Australia
Portfolio rebalancing, managed accounts and tax reporting for advisers.
What Wealth management SaaS does
- Portfolio rebalancing
- Aggregate complex, multi-custodian data, with daily data accuracy.
- Automate daily position reconciliations and income accruals to ensure portfolio integrity every day
- Tax engine
What Wealth management SaaS is used for
- Unify client and portfolio data
- Aggregate multi-custodian portfolio data
- Automate operations and reconciliations
Who Wealth management SaaS is for
- Wealth and investment managers
About Openmarkets
Trading execution, clearing and settlement infrastructure, enterprise APIs, managed accounts and risk management software (TradeFloor).
Openmarkets in the vendor registry: its products, features and similar vendors.
Also by Openmarkets
- Enterprise APIs: Trading and market data APIs for fintechs and platforms.
- Execution, clearing and settlement: Wholesale broking infrastructure for Australian equities.
- TradeFloor: Risk management system for options and margin lending.
- Wealth SaaS and managed accounts: Platform tools for advisers and wealth managers
More in this category: Wealth management and investment platforms.
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