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We have extensive expertise in :

• Separately Managed Accounts SMA
• Mutual Funds
• Financial Planning
• Product Selection
• Account Administration and
• Trading

We deliver a solution that leverages the industry’s best blend of technology and business domain expertise. We deliver a solution that perfectly suits your needs and meets the demands of your institution. Our solutions deliver the customization and flexibility of a custom-built solution, with the rapid implementation and ongoing support of a traditional packaged application. And, we develop our applications in a manner that allows our clients to support the solution in-house.

Our wealth management solutions deliver a comprehensive blend of technology and services to your firm and address the all aspects of wealth management operations.

Key features and services:

• Data migration
• Reconciliation
• Vendor feeds
• Strategy
• Broker workstation
• Financial planning
• Product selection
• Portfolio accounting
• Performance measurement
• Client reporting
• Billing
• Trade order management
• Administration workflow

We work with firms to tackle key initiatives and solve critical problems. Examples of some of the tasks we’ve accomplished for our clients include:

• Reconcile and report on over ten million transactions.
• Accumulate, enhance, and validate reference data from thousands of entities.
• Migrate 250,000 clients from one wealth management application to another.
• Develop real-time trading feeds to and from multiple systems.
• Develop web-based applications that are completely integrated into our client’s environment, supporting more than 12,000 individual users.
• Create a single sign-on environment for clients and advisors
• Install and integrate vendor packages into existing IT infrastructures

To view the Wealth Management Brochure, Click Here.

To learn more about eBusinessware's Wealth Management Practice, contact:

Gary Jones 
Director, Wealth Management Solutions
1+ 973-768-2665 mobile
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