Innovative tools and technology solutions that empower financial services firms

Robust, flexible, and scalable enterprise solutions in an ever-evolving regulator environment.

Upcoming ZipChat
September 28, 2021

ZipChat E15: Data Visualization & Analytics in FinTech

Hear from Global Head R&D, MarketAxess & CEO of Foresight Financial Technologies

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Upcoming Event
October 4 - 6, 2021

ITC Vegas 2021 – World’s largest InsurTech Event

Join us to explore innovations in the InsurTech industry with InsurTech Experts

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ZipRadio Podcast
September 8, 2021

Episode 13 – Access and Transmission of Healthcare Data

Arun Mirchandani, HealthTech Executive Advisor shares healthcare data challenges

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FinTech Solutions and Expertise

An organization’s success depends on its effectiveness in processes and how it responds and aligns to emerging technologies and consumer preferences.

Portfolio Management

Portfolio Rebalancing

Portfolio Risk Analytics

Taxation

Financing

Credit Management

Market Data Processing

Wealth Planning

Data Security

TotalView Portfolio Management

Excellarate TotalView is an application that provides innovative tools and technology to view, manage, and analyze portfolios, accounts, and holdings.

TotalView is built on the Salesforce platform, which links the functionality of a portfolio management system with the power of Salesforce.

Users have the ability to maintain all of the pertinent customer data associated with portfolio or account within a seamless, turn-key solution.

Capabilities

  • Account Management
  • Portfolio Management
  • Portfolio Analysis
  • Securities Management
  • Security Lots Management
  • Ad Hoc Trading via Trade Files
  • Transactions Maintenance
  • Trade Rule Maintenance
  • Reconciliation
  • Data Management & Import

Key Benefits

  • Portfolio management solution that is fully integrated with Salesforce CRM
  • Cloud-based, intuitive, high performance platform
  • Enables advisory firms to move from spreadsheets to more scalable solution
  • Facilitates compliance requirements for more thorough record keeping and more frequent contact with clients (KYC)
  • Can be licensed “out-of-box” or customized to meet specific needs

TotalRebal Portfolio Rebalancing

TotalRebal is a state-of-the-art financial services solution from Excellarate that provides cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

The modular design of the rebalancer allows financial advisors to add only the functionality they need, and not be impeded by unwanted complexity like other systems.

Capabilities

  • Rebalance Portfolios
  • Model Management
  • Security Set Maintenance
  • Creation of Buy/Sell Trades
  • Trade Rule Maintenance
  • Trade Decision Log
  • Data Import

Key Benefits

  • Cloud-based, affordable, high performance platform that provides portfolio rebalancing as a service (RaaS)
  • Automates the rebalance function, eliminating manual and spreadsheet centric labor
  • When combined with Prime’s portfolio management solution, eliminates the need of having to piece together disparate functions from multiple vendors
  • Alternatively, the rebalancer’s modular design supports the ability to tie in a preferred portfolio management solution

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