Our mission is to support our customers in their transformation journey. Designed to meet the specific requirements of the Private Banking and Wealth Management industry. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, an SEC-registered investment adviser. Opus Wealth Management Group and Good Life Advisors, LLC are separate entities from LPL Financial. LPL Financial is under separate ownership from any other named entity.

WEALTH MANAGEMENT SYSTEM

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest.

Temenos Country Model Banks

With a wealth management desktop from financial.com investment advisors easily provide expert advice and global investment strategies to their clients. We deliver indispensable Thomson Reuters content in a speedy, efficient, workflow driven manner. The platform is highly customizable to meet user’s needs and can be readily tailored to the corporate…… Agora is the leading cloud-based wealth management dealer services platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest in developing clients and enhancing your investor relationships. Easy on-boarding Agora uses automation to make on-boarding effortless and client-friendly Freedom to move Access Agora from……

WealthTech Velocity provides a unique solution for the Wealth Management industry. Our multi-asset, multi-currency platform integrates disparate data sources facilitating access to multiple markets, asset classes and products in a robust, compliant and ordered manner. One integrated end-to-end solution for Wealth Managers and financial institutions supporting large numbers of underlying client accounts……

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Modular Needs Analysis provides ready made, customizable presentations you can use to analyze specific aspects of your financial well-being. Scalable compliance engines support high volumes of trades, compliance rules, accounts, and groups of accounts. Nightly portfolio compliance monitoring identifies portfolio drift against the Investment Policy Statement and flags any excessive exposures requiring action. Managers can minimize portfolio drift using automated rules-based rebalancing capabilities. A detailed audit trail captures all rebalancing and order generation activity for each session.

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According to the guidelines of the Investment Committee, specific ‘Model Portfolios’ can be created, which will be reviewed for their daily performance. Regarding the online checks, approval requests are routed to authorized users (mobile device and FIN/S ‘My day’ screen) in order to proceed to the approval process. FIN/S collects comprehensive information about Prospective Clients, derived either from campaigns or through self-registration in Robo Advisory, and then provides RMs with all the necessary data . Officers aiming at setting the total fee policy for each portfolio, they can either select for each fee from a list of default agreements or apply different rules on predefined agreements, in a simple and user friendly structure.