Our Platform
Overview
To consistently offer the quality your families require, you need access to technology that helps you provide robust client reporting, monitor the investment managers you utilize, keep ahead of changing privacy regulations, and ensure that appropriate disaster recovery procedures are in place.
By using our State Street WealthConnect® platform, you can access open, scalable architecture that supports both proprietary and third-party technologies, offering you end-to-end, front-to-back-office coverage, with all component modules hosted by our servers. We also provide complete disaster recovery, a separate database environment for optimum data security and customization, and useful tools such as portfolio modeling, order management, administrative workstation and client relationship management (CRM) software. Whether you opt to use all of our modules or just a few that you can plug into your existing architecture, we deliver solutions with the optimum flexibility to meet you where you need to be today — and tomorrow.
Our technology is always evolving. And, because a considerable portion of our operating budget is reinvested into our technology, you can be confident that you’re receiving the most current, innovative family office solutions available.
Technology Modules Delivered through State Street WealthConnect®:
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All BSP-based, hosted by our servers and supported by State Street disaster recovery protocol
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Private label capabilities
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Accessible via the web
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Premier dual factor security – with mobility
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Other comprehensive, flexible modules:
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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 online account, cash and 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 and electronic statements
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Performance and analytics capability
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Robust Reporting Solutions:
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Private label capabilities
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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 Family Office staff and high-net-worth clients
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