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Tegra118 Wealth Platform

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Overview

Support and scale all the services that advisors need. Tegra118's Wealth Platform combines a flexible, front-office solution helping advisors at every step: creating holistic, goals-based plans, simulating retirement income scenarios, executing against personalized plans, and simplifying workflow and practice management; with a powerful portfolio management and trading solution that’s highly customizable, easily scalable, and built for the front, middle and back office. We streamline the entire portfolio management process – from account opening to trade execution to reconciliation – so you can easily manage portfolios, tailor and analyze risk, identify tax efficiencies, enhance trade routing and execution, and manage and distribute model portfolios at scale.

Key Features

Goals-Based Planning

Multiple Goals-based and comprehensive financial planning options.What-if modeling with multiple scenarios creation.Automate goal strategies and resource allocator.Progressive Rebalancing and Tax Rate.Goal progress monitoring and reporting.Integration with portfolio construction and proposals tools.Retirement Income For more information on Retirement Income please visit Tegra118’s RetireUp.Cash flow profile modeling of specific annuity products under different scenarios in financial plans.Specific annuity products made available for analysis on the platform by annuity manufacturers.Asset managers decide which broker-dealers and advisors have access to their products.Easy to grasp Risk and Income Stability scores.

Proposal Generation

Custom model portfolio creation and management.Overlay comparison.Application-wide configurability options.Investments research through partner integrations.Document library. "We are partnering closely with the Motive Partners team, and together, have a shared vision and a relentless mindset to create the platform of the future and reimagine the way the world interacts with wealth."Cheryl Nash, CEO, Tegra118

Portfolio Management and Trading

Scalable trading efficiencies: Access robust capabilities for trade order generation, drift monitoring/rebalancing, pre-trade compliance, order management tools, trading solutions (block options), overlay management, tax-aware trading, rules-based dashboard monitoring.

Account maintenance: Streamline portfolio management with one-click access to all relevant account data and decision-support tools.

Alerts: Easily managed exceptions in the trading workflow, with minimal clicks from account alerts on the user’s dashboard.

Compliance: See all restrictions that impact accounts – global (firm-wide), semiglobal (program-wide), and individual (at the account level). Improve monitoring, with specific compliance violations by account, and messaging or batch file upload of drift violation data.

Customization: Deliver a customized interface for each user or group of users based on permissions (show/hide specific options, tools, alerts, account fields or screens) and set dashboard alert parameters. Customize the user experience and branding, while displaying client data in a graphic-enriched format.

Home office: Achieve home-office oversight across the entire book of business. Create and assign models for specific groups of users (or all users), along with additional home-office permissions or controls for model access and program rules.

Key Benefits

Support advisor and enterprise growth: Greater flexibility to scale services that advisors need to support both goals-based and comprehensive plans on one systemBest-in-class technology and ease of use: Supports advisor efficiency with system flexibility and open integrations (APIs) for a seamless user experienceTotal solution set of advisor tools: Enables smarter and faster investor decisions with the ability to work collaboratively through multiple what-if and retirement income scenarios.

Industry leading Managed Account platform: A single account structure for all managed account types (UMA, RPM, RPA, SMA, MFA) provides operational efficiency and simplification throughout the investor life cycle and a better experience for the investor and advisor. The most scalable wealth management platform in the industry: The Tegra118 wealth platform is designed to handle complex, high volume transactions, allowing your firm to scale and grow. Robust trading tools enhance the advisor and home office experience: Users have access to the most sophisticated trading tools necessary to manage multiple managed account programs. Automation reduces manual processes: By reducing manual and redundant processes, optimize integrity of client data, safekeeping records and reporting.