Retirement Income: Enriching Advisor-Investor Conversations with Technology

by Tegra118 | Other

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 income needs in the post-pandemic era. In this LinkedIn Live conversation, industry influencer April Rudin sits with Tegra118’s Rich Keltner, Director of Product Management and Michael Roth, Head of Retirement to discuss how technology is making it easier to solve for clients’ retirement and lifetime income.

About Tegra118

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

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