Email Contact Phone Company Visit Website

Location Office Head Office

184 Liberty Corner rd
Warren
NJ

Telephone

7324391792

Contact

Michelle Trott
[email protected]

Mission Statement

Tegra118 is an industry leading provider of software solutions to the wealth and asset management industry with a vast network of 20+ broker-dealers, 150+ asset managers, 60+ custodians and trading interfaces. Founded in 1979, Tegra118’s Unified Wealth Platform is one of few scaled wealth technology platforms providing portfolio management, trading, accounting, rebalancing and reporting for managed accounts. It also provides modular, goals-based financial planning and fee billing software for financial advisors using modern API-based open technology. Tegra118 is a scalable, secure and stable platform providing mission-critical capabilities to the highest performing wealth and asset management firms. With $2tn+ assets under administration (AUA)1, its trusted platform connects the front-, middle- and back-office for its tenured, blue-chip clients. Tegra118’s proven, flexible technology is transforming the way people interact with, manage, and grow their wealth. Tegra118 is building the future of wealth technology. www.tegra118.com

Profile

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.

Focus

Our suite of technology solutions spans the wealth journey. The offerings work independently or together, delivering seamless connectivity and flexible, integrated experiences that meaningfully impact your business. Our solutions include: - Goals-Based Planning - Retirement Income - Proposal Generation - Model Management Distribution - Portfolio Management and Trading - Portfolio Accounting - Revenue Management and Fee Billing - Post Trade Processing - Performance Management and Reporting - APIs

Goals

Tegra118 is driven by a single purpose: to build the future of wealth technology. As an industry leader for over three decades, we partner closely with our clients to deliver solutions that are relevant to their needs, today and tomorrow. Our unique perspective, informed by both deep industry expertise and a broader view of the fintech space, inspires us to stay ahead of change and push the boundaries of what’s expected in wealth and asset management. The foundation of all that we do lies in our proven, flexible technology, which grows with our clients as their needs change, to transform the way people interact with, manage, and grow their wealth. Tegra118 …building the future of wealth technology, together. www.tegra118.com