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At Linedata, we understand that today’s wealth managers put a premium on efficient workflows, transparent and automated communication tools and configurable technology that scales as your business does. We offer you a single platform of flexible, intelligent tools with asset-specific workflows to reduce risk, and a dashboard interface that can be customized for various roles across the investment lifecycle. Linedata solutions for wealth managers provides you with the flexibility and scalability to efficiently meet your clients’ needs so that you can focus on growing your business and delivering for clients.

Discover our solutions for Wealth Managers

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    Risk Management
    Portfolio Decision Support
    Reporting
    Portfolio Management
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      Order Management
      Trading and Execution Management
      Compliance
      Fund Administration
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        Fund Accounting and Valuations
        Transfer Agency
        Business Process Management
        Investment book of records & Oversight