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 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 reinforced 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. Managers can streamline workflows with actionable dashboards and exception-based alerting to direct them to areas of attention, empowering them to quickly implement informed decisions.
Our team of experts understand 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 all working together to help differentiate your business and optimize the value of your platform.
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.
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.
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.
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.
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.
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.
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.
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.
Case Study: Growing wealth manager empowered by modern portfolio tools and a powerful OMS
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.
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.
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.
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