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