Innovative tools and technology solutions

that empower financial services firms

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

TotalRebal Portfolio Rebalancing

State-of-the-art financial services solution for cloud-based portfolio re-balancing.

TotalView Portfolio Management

Built with the Salesforce platform to view, manage, and analyze portfolios, accounts, and holdings.

Upcoming ZipChat
September 28, 2021

ZipChat E15: Data Visualization & Analytics in FinTech

Understand the importance and impact of data visualization in FinTech solutions

Register
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

Meet Us
ZipRadio Podcast
September 8, 2021

Episode 13 – Access and Transmission of Healthcare Data

Our HealthTech experts discuss secure access and transmission of healthcare data

Play Now

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

Trending Topics

Amazon AWS

AWS IoT Exploration – Part I – Device connection & authentication

This guide will walk you through the process of connecting a dummy device/dummy IoT thing to the AWS IoT console. Connecting to the AWS IoT platform requires authentication and we…
doctor with child and mother
Healthcare Regulations

Using Regulatory Measures to Optimize Care Delivery, Patient Outcomes, and Earnings

The American Hospital Association reports the average community hospital spends over $7.5 million every year on regulatory compliance. Healthcare organizations need a data-driven approach to measure the value of the care they deliver and…
Hospital Meeting
Big Data

Best Practices for Overcoming Challenges to Data Governance in Healthcare Organizations

Data governance is the foundation for organizing and managing data and information assets across the enterprise. It provides healthcare organizations with a means to integrate both clinical and business policy…