WealthSmart

Onboard and advise clients faster and more efficiently with WealthSmart, a single, integrated, and connected solution for private wealth management. Enhance, automate, and simplify complex order workflows across asset classes, all on a single screen.

Driving Productivity in Wealth Management and Private Banking WealthSmart is a premier, purpose-built solution, leveraging technology that has empowered the world’s most sophisticated investors across asset classes and geographies for decades. WealthSmart is a global, multi-asset class SaaS platform with connections to an extensive network of brokers & banks, award-winning SaaS infrastructure, and a proprietary FIX network that connects financial institutions globally.

A Single, Integrated Solution for Wealth Managers and Private Banks WealthSmart provides wealth managers and private banks access to the entire liquidity landscape through an institutional-grade web-based platform that can be white-labeled and distributed to your clients.

• **Multi-Asset: **Invest across asset classes and workflows from a single login.
• **Enhance Relationships: **Empower users with tools to aggregate, rebalance, and trade from positions on TS Imagine’s web platform.
• **Architecture: **Global, multi-asset class solutions provide unique and highly scalable functionality across the investment lifecycle from inception.
• **Configurable: **Enhance workflows with flexible API integration.
• **Data: **Rely on our team of data scientists and analysts to manage your data while you focus on generating alpha and maximizing returns.
• **Support: **Local, consultative account management and global support teams provide a high-touch client experience for TS Imagine users.

Features

• **Web-Based Platform: **Check live quotes and place trades across all markets/exchanges online.
• **Positions, Rebalance and Trade: **Monitor real-time holdings and cash balances, rebalance and trade from positions and view P&L.
• **Automation: **Place orders with any broker, manage open orders, and view historical trades. Set pre-trade limits and 4 eye checks avoiding costly mistakes.