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ATrad provides Wealth Managers with a powerful suite of tools designed to optimize portfolio management, enhance client experiences, and drive business growth. With real-time data, advanced analytics, and seamless integrations, ATrad helps wealth managers make informed decisions, personalize strategies, and improve operational efficiency.
ATrad empowers wealth managers to enhance client service, increase operational efficiency, and drive business growth with innovative, data-driven solutions.
Deliver personalized, real-time insights and tailored investment strategies to meet client needs and strengthen relationships.
Manage and track a diverse range of assets including equities, bonds, mutual funds, and more, all in one unified platform.
Efficiently create, manage, and report on unit trusts with automated valuations, trustee reporting, and compliance features.
Automate portfolio management, reporting, and compliance to improve efficiency and reduce administrative overhead.
Leverage advanced analytics and real-time market data to make data-driven, strategic investment decisions.
Simplify regulatory reporting and compliance processes with automated tools designed to meet industry standards.
Automated workflows for improved efficiency and decision-making.
Easily connect ATrad’s Wealth Management platform with external data sources and third-party systems for a unified experience.
Access up-to-the-minute analytics, performance tracking, and asset allocation to make informed decisions.
Simplify the generation of client reports and regulatory filings, reducing manual work and ensuring accuracy.
Monitor and manage client risk exposure with built-in tools for pre-trade compliance and real-time risk analysis.
Create tailored views for clients with personalized performance reports and investment insights.
9600 Great Hills Trail, Suite 150W, Austin,
Texas 78759, USA
Level 20, Parkland Building,
No.33, Park Street,
Colombo 03,
Sri Lanka
