Wealth management technology solutions, private wealth management

Transform your wealth management platform and advisor experience with Linedata's portfolio management solutions

Generational wealth is going through unprecedented transition, with as much as 80% at risk of leaving for a new wealth management firm. Ensuring your firm is well positioned to onboard and satisfy new advisors and their clients quickly, manage portfolios effectively, and engage a new generation of investors is critical but harder than ever.

Linedata’s OMS and trading software solution for wealth managers helps you meet these challenges head on. Modern, highly configurable portfolio management is underpinned by a high-performance OMS and trading engine.

Web-based tools enable advisors to strategically monitor portfolios with a top-down view of their business. Advisors and portfolio managers can streamline workflows with actionable dashboards and exception-based alerting to direct them to areas of attention, empowering them to implement informed decisions quickly.

Our team of experts understands that a modern wealth management technology ecosystem includes the combination of remote access, cloud-based, UX-rich capabilities alongside the best of your firm’s infrastructure, APIs, and system configurability. These work together to help delight advisors, differentiate your business, and optimize the value of your platform.

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Explore the benefits of Linedata's wealth management software solutions

Efficiency

Onboard and manage new business quickly. Save time and resources with efficient portfolio management tools, web access and fewer manual processes. Bring on business quickly with streamlined onboarding capabilities. Increase trading capacity with an elevated level of throughput, performance, and speed. Advisors easily review at book of business or individual portfolio level to rapidly implement investment decisions.

Satisfaction

Attract and keep advisors. Improve daily UX with fast, user-friendly portfolio management, trading, rebalancing, and model management tools. Top down, strategic portfolio view enables informed monitoring, with interaction and updates via personalized alerts. Facilitate connection to the all-important wealth transition generation. Whether the need is self-service or white glove, Linedata’s solution lets advisors engage, report, and communicate to clients anywhere in real time.

Platform Technology

Timely, regular access to new capabilities eases upgrade cost and burden. Linedata’s continuous integration and deployment (CI/CD) approach ensures new features are pushed new to advisors.

Value

Maintain differentiation and improve tech platform value. As the wealth and UHNW market heats up, competitive differentiation is as critical as maintaining a flexible, efficient technology backbone. Benefit from Linedata OMS’ extensibility, which leverages your current infrastructure and complex systems. Our collaborative approach supports part-build/part buy, so you maintain important firm integrations, with a strategy that values your existing technology ecosystem.

Efficiency

Onboard and manage new business quickly. Save time and resources with efficient portfolio management tools, web access and fewer manual processes. Bring on business quickly with streamlined onboarding capabilities. Increase trading capacity with an elevated level of throughput, performance, and speed. Advisors easily review at book of business or individual portfolio level to rapidly implement investment decisions.

Satisfaction

Attract and keep advisors. Improve daily UX with fast, user-friendly portfolio management, trading, rebalancing, and model management tools. Top down, strategic portfolio view enables informed monitoring, with interaction and updates via personalized alerts. Facilitate connection to the all-important wealth transition generation. Whether the need is self-service or white glove, Linedata’s solution lets advisors engage, report, and communicate to clients anywhere in real time.

Platform Technology

Timely, regular access to new capabilities eases upgrade cost and burden. Linedata’s continuous integration and deployment (CI/CD) approach ensures new features are pushed new to advisors.

Value

Maintain differentiation and improve tech platform value. As the wealth and UHNW market heats up, competitive differentiation is as critical as maintaining a flexible, efficient technology backbone. Benefit from Linedata OMS’ extensibility, which leverages your current infrastructure and complex systems. Our collaborative approach supports part-build/part buy, so you maintain important firm integrations, with a strategy that values your existing technology ecosystem.

Learn how one global wealth manager captures market share and advisor loyalty with modern portfolio management tools and a high-performance OMS

Discover the case study

Why Choose Linedata OMS and Trading for Wealth Managers

Improve every advisor's business day

Simplify how wealth managers and advisors manage portfolios, onboard new business and interact with clients with access-anywhere, cloud based, UX-rich tools supported by a highly performant engine.

Benefit from high performance portfolio management capabilities

Search and manage 50,000 models at once. Locate and quickly make changes, apply, and see model implementation. Experience better trading including FIX fill processing at 700 fills per second. Rebalance across thousands of accounts simultaneously with no backing.

Unmatched Experience

The Linedata team has been collaborating with wealth managers for over 20 years, creating a robust, configurable front office that elevates your workday and increases productivity by automating manual processes.