Tegra118 and Celent discuss emerging trends in Unified Managed Accounts

by Tegra118 | Other

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.

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

Blinded by Pageantry: the Perils of Neglecting Performance Data Readiness

Other | Asset management Blinded by Pageantry: the Perils of Neglecting Performance Data Readiness

Meradia
Wise proves Australia is an attractive destination for fintech investors

Case Study | Banking Wise proves Australia is an attractive destination for fintech investors

Austrade
ABN AMRO Details Digital Transformation Journey with Murex

Video | Banking ABN AMRO Details Digital Transformation Journey with Murex

Murex
ICBC Standard Bank Details Main Benefits of Using MX.3 for Commodities Trading

Video | Banking ICBC Standard Bank Details Main Benefits of Using MX.3 for Commodities Trading

Murex
ICBC Standard Bank COO Reveals Deciding Factors in Selecting Murex as Partner

Video | Banking ICBC Standard Bank COO Reveals Deciding Factors in Selecting Murex as Partner

Murex

Other resources from Tegra118

Retirement Income: Enriching Advisor-Investor Conversations with Technology

Other | Asset management Retirement Income: Enriching Advisor-Investor Conversations with Technology

Tegra118
Technology From Tegra118 Accelerates a Top Wealth Management Firm’s Revenue

Case Study | Asset management Technology From Tegra118 Accelerates a Top Wealth Management Firm’s Revenue

Tegra118
Tegra118 and Celent discuss emerging trends in Unified Managed Accounts

Other | Asset management Tegra118 and Celent discuss emerging trends in Unified Managed Accounts

Tegra118