Devexperts offers turn-key custom solutions for wealth management. All developed tools are white-labelled for every advisor.
Components of our turn-key custom asset management platform are:
- An advisor portal (for RIAs)
- An investor portal (for end-users)
Available charting options:
- Performance chart – the main chart
- Comparison charts – to compare and contrast several strategies based on a benchmark
Our wealth management tools include the following features:
- Formulating securities portfolio strategy (calculating percentage for every type of assets)
- Portfolio rebalancing, metrics evaluation, screening tool for comparison of portfolios within the current market situation, creating comparison charts, and a draw-down
- Reporting (online performance reporting, not limited to once in a quarter) and printing
- Portfolio graph creation in PDF
- Connection to all 3rd party venues for all types of securities
- Fee management for all 3rd party services: a platform, advisor, custodian, broker-dealer. It considers all chain members and accounted funds.
- Digital signing – integration with DocuSign
- Fund Accounting & Record keeping
- Goal analysis for achieving material goals, Monte Carlo analysis for evaluation of success probability; budget planning tools based on specific client situations, merging of planning and analysis.
- Robo-advising – a tool to propose strategies under customer’s profile and their execution
- KYC processes