Tegra118
Tegra118 enables wealth and asset management firms and their advisors to deliver better outcomes and experiences to their investors, today and tomorrow. We are committed to delivering powerful solutions that will set a new industry standard for how people interact with, manage, and grow their wealth.
Company Resources
Retirement Income: Enriching Advisor-Investor Conversations with Technology
17th September 2020
The conversation about retirement is changing and redefining financial planning. Market volatility has highlighted the need for safe and secure lifetime income. With millions of baby boomers retiring and seeking to preserve and stretch their nest eggs, advisors and investors can benefit from collaborative discussions that address their long-term...
Technology From Tegra118 Accelerates a Top Wealth Management Firm’s Revenue
16th September 2020
The needs of a top wealth management firm exceeded the capabilities of its legacy billing software. The firm needed a technology solution that could deliver greater processing power, tight control over the revenue cycle and invoice accuracy and superior business intelligence.
Tegra118 and Celent discuss emerging trends in Unified Managed Accounts
15th September 2020
In this webinar, Will Trout, Analyst and Head of Wealth Management, Celent and Rich Keltner, CFA and Director, Product Management of Tegra118 explore the market forces fueling UMA growth and how technology is playing a leading role in UMA adoption.
