IT4Wealth® provides ROBUST CAPABILITIES for:
Portfolio management, straight-through Portfolio & Partnership Accounting, aggregated Portfolio & Performance reporting, complex Ownership structures management, prescriptive Asset Allocation modeling & Rebalancing, Portfolio Analytics, Risk management, Benchmarking, Stockholders management with shares transfers, certificates and reporting, embedded CRM with portfolio data, BI & data mining and visualization tools interface, Communications, Time billing & more.
IT4Wealth® was jointly developed by Investment portfolio managers & IT experts specifically for the Family Office & Private Investment industry with portfolios across all asset classes, especially managing Alternative investments.
IT4Wealth® focus is to AUTOMATE & STREAMLINE IN A SINGLE PLATFORM the office's CORE operational, analytical, visualization and reporting capabilities, to keep control of the DATA IN-HOUSE and to be a truly COST-EFFICIENT solution as a standalone or in a best-of-breed environment.
© Copyright 2007-2021 AvantisIT LLC *** IT4Wealth® is a Registered Trademark *** ALL RIGHTS RESERVED
AvantisIT LLC, the developer & proprietor of IT4Wealth® is a New York-based innovative FINTECH, advisory & solutions provider supporting the strategic Information Technology, Operational & Growth needs of Family Offices, Private Investment, Asset Mgt firms and technology-oriented start-ups.