A client with four platforms has four valuations and no single view of what they own. Each wrapper reports on its own. Exposures overlap without anyone seeing it, and the question of whether a client sits concentrated in one sector waits for someone to build a spreadsheet. Wealthcraft Analytics takes daily platform feeds and produces a look-through analysis of client accounts and model portfolios. Advisers use it to prepare reviews, paraplanners to produce the analysis behind them, and investment teams to maintain model ranges.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS:












