Our Platform
Overview
Comprehensive, fully-integrated technology is essential for navigating the modern financial landscape. Through our commitment to the ongoing development of best-in-class technologies, we’ve used a mix of proprietary and third-party products to construct an open, modular and scalable platform: State Street WealthConnect®. WealthConnect is hosted on our servers, so it’s supported by State Street’s disaster recovery protocol and is accessible via the Web, offering you comprehensive, flexible modules for building your custom solution.
WealthConnect provides you with all of the tools you need to effectively manage and grow your RIA business with a suite of options from the front office to the back office. You and your clients can benefit from our integrated, Web-based investment operations outsourcing platform that can be privately labeled for your business.
These tools include:
Technology Modules Delivered through State Street WealthConnect®
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Financial planning, proposal and policy statement generation
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Portfolio accounting
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Investment and order management solutions
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Investment compliance
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Client communication and CRM
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Administrative workstation for on line account, cash & asset processing
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Corporate actions notices and elections
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Flexible web query and reporting tool
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Data mining with easy-to-use queries
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Document sharing
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Online statements and appraisals
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Performance and analytics capability
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Robust Reporting Solutions
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Client appraisal packages and custody statements
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Tax, compliance and class action reporting
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Data aggregation, net worth reporting
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Performance, management and operational reporting
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Web reporting for investment advisor staff and high-net-worth clients
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