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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