Private Wealth Advisors

Comprehensive, scalable wealth management platform for efficiently tracking, managing and reporting on client assets.

Private wealth advisors rely on efficient and accurate portfolio management tools to attract and retain investors. ATWeb provides an innovative technology solution that increases operational efficiency and differentiates firms from their competition. From a client portal that supports investment analysis and reporting to back-office functionality that improves aggregation, reconciliation and reporting, ATWeb helps firms manage their clients' data in an accurate, reliable manner.
KEY BENEFITS

Consolidate Investment Management and Reporting
ATWeb provides a sophisticated set of tools that track, aggregate and report on a wide variety of both public and private investment vehicles. As a single, integrated investment management and reporting solution, ATWeb replaces a variety of stand-alone applications that many firms use to support their day-to-day operations and client reporting. ATWeb is a scalable platform designed to handle the operational demands of today's sophisticated investment advisory firms.


Manage Data Efficiently
Accurate, timely data is critical to any investment advisory firm’s long-term success. ATWeb delivers automatic integrations to third-party data providers to ensure that your clients’ data is available when and where you need it. Automatic NAV calculations, modeling and rebalancing tools and flexible asset classes allow firms to efficiently manage their clients’ diverse portfolios and holdings.

HIGHLIGHTED CAPABILITIES

 

            

       Investment Management

  • Automatic integrations with banks, brokers, custodians and pricing sources
  • Daily position, transaction and performance information
  • Data aggregation at both the household and individual client levels
  • Modeling and rebalancing functionality
  • Processing for multiple asset classes including marketable securities, alternatives and personal assets
 

      Operations

  • Client fee billing
  • Fully-integrated general ledger
  • Multi-currency capabilities
  • Pooled investment and portfolio accounting
  • Position, trade and cash reconciliation

 

       Reporting

  • Batch reporting and report scheduling for client report packages
  • Client portal available 24/7/365
  • Manager, asset class and security-level performance reporting
  • More than 180 standard reports in PDF and Excel formats
  • Net worth, asset allocation and performance reporting for both individual clients and households
  • Portfolio appraisal & risk reporting
  • Synthetic and industry standard benchmarks with comparisons to strategies, managers and individual securities

 
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When I tell people we have almost 2,000 accounts on the platform and take in data from 15+ systems of record daily, they are amazed. ATWeb is far more capable than any other software I have seen!
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- Vice President, RIA