Integration4 Advisors
Providing integration solutions across CRM, Financial Planning tools and Accounting systems of Wealth Management firms
Robust implementation of “Straight Through Processing” between Financial Planning tools and industry leading trading platforms
Expertize in data manipulation, formatting & conversion from all leading custodians for client’s PMS
Mobile4 Advisors
Conceptualization and development of mobile based v1.0 applications, such as financial product catalog, client enquiry forms, communication/collaboration platforms etc.
Designing and development of tablet (iOS/Android) based solutions such as client profiling tools
Designing and development of workflow-driven responsive website for advisor
Transforming existing desktop solutions into a fully compatible mobile solutions
Tamp4 Advisors
Development of products/tools for wealth management industry across segments such as Financial Planning, Portfolio Rebalancing, Advisor Billing, Proposal Generation etc.
Supporting US firms to help them establish outsourcing teams for high grade product development & support
Development of custom SSRS reports with an average time of just two weeks for producing a report
Tools for Data Reconciliation & Back Office Automation
WEALTH MANAGEMENT technology experts
Founders have a combined experience of more than two decades in Wealth Management tech space
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Successful offshore model
Established offshore team of 50 engineers/domain experts, which has been listed in "50-cool start-ups of 2014 by Silicon India"
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Exceptional Track record
More than 20 Wealth Management Technology implementations for various U.S. clients in the last five years
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Focus on Client IP protection
Established Security and Privacy procedures to protect your Intellectual Property
Integrity
Constant Learning
Delivery Excellence
Excellent Domain Knowledge
…Demonstrated their strength in wealth management domain and implemented highly complex business rules. It’s been a pleasure working with them and would like to engage them again for future work
Exceptional Technical skills
Thank you for your exceptional level of technical skill and commitment that you have demonstrated to get our technology stack working. It is a pleasure working with you
Flexible & Dynamic
We are extremely happy and satisfied with the work. The team was flexible and understood the domain and dynamically adjusted to requests from business
Reliable & Transparent
We have worked with them on Fixed Cost Project basis and project was completed on time and budget. They were flexible and worked on Agile and allowed us to see their progress throughout the project duration
Scalable solution
They not only delivered on time but due to their flexible architecture, subsequent business rule changes could be done easily & efficiently without changing the code
Ahead of the competitors
Far ahead than other vendors in demoing the product using agile methodologies, in our quest to serve a UK based bank’s wealth management business division