Boston is a global center for asset management, home to Fidelity, State Street, and countless RIAs. We help wealth managers leverage technology to serve clients better and scale their practices.
The Wealth Management Technology Challenge
Advisors juggle multiple systems for portfolio management, reporting, CRM, and compliance—creating inefficiency and limiting the time available for client relationships.
Our Wealth Management Solutions
Portfolio Management
Sophisticated investment tools:
- Model portfolios: Define and manage investment models
- Account management: Individual, joint, trust, retirement accounts
- Rebalancing: Automated drift monitoring and trade generation
- Tax management: Tax-loss harvesting and gain deferral
Client Reporting
Professional, personalised reports:
- Performance: TWR, MWR, benchmark comparisons
- Holdings: Position details with cost basis
- Transactions: Activity summaries and confirmations
- Custom reports: Branded reports matching your practice
Client Portal
Digital client experience:
- Dashboard: Portfolio overview and performance
- Documents: Statements, tax forms, agreements
- Aggregation: View held-away accounts
- Messaging: Secure advisor communication
Practice Management
Efficient operations:
- CRM: Client and prospect management
- Billing: Fee calculation and invoicing
- Workflows: Task management and automation
- Compliance: Documentation and monitoring
Integration Ecosystem
Custodial Integration
- Account data synchronization
- Position and transaction feeds
- Trading and rebalancing
- Document retrieval
Data Providers
- Market data feeds
- Performance benchmarks
- Account aggregation
- Research and analytics
Ready to modernise your wealth management practice? Contact ZIRA Software to discuss your platform needs.