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Taking Wealth Management to New Heights
Hexaview delivers intelligent automated solutions to empower financial advisors in providing significant data insights & a more personalized, cost-effective experience to the clients.
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Trusted by companies around the globe
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Challenges Related to Wealth Management
For more than 14 years, Hexaview has served the technology needs of the wealth management industry, empowering our clients to keep track of their wealth and take the right investment decisions.
The changing environment, demographics, technology, and social behaviors have set the ground for rapid digital transformation in the wealth management industry. To differentiate yourself in the market, you should focus on how you use technology and enhancing your customer experience using advance analytics. There has never been a better time for the wealth management industry to review and replace its operating technology. Modern wealth management technology solutions empower advisors and relationship managers to focus on their clients rather than the processes.
Big-Budget Robo Advisory
Is Robo Advisory bleeding your budget? Robo Advisory may be in wealth management Vogue, but we all know how it eats at your resources. Why not try an alternative?
Data Management
Are you drowning in vast amounts of data? Recording, maintaining, and accessing data shouldn't be such an ongoing strain for advisors.
A Need for Automation
Are you still confined to the inefficiency of manual methods? Save time by automating where appropriate. Free up your focus for the steps and tasks that truly require your attention.
Transform Wealth Management with Hexaview Technologies
Unlock the potential of wealth management technology with Hexaview. We specialize in innovative solutions tailored to meet the needs of RIAs, broker-dealers, fintech startups, and wealth management firms. Our domain expertise and advanced engineering capabilities make us the ideal partner for your technological transformation.
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Why Hexaview
Why Hexaview Technologies
Domain Expertise
14 + Years of experience with wealth management, ensuring we understand your challenges and opportunities.
Custom Solutions
Tailored tools for trade management, client engagement, compliance, and reporting.
Proven Success
Delivered transformative projects like advisor billing systems, and reconciliation platforms.
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Integration Capabilities
Expertise in connecting with custodial, portfolio management, and CRM systems.
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Our Key Offerings
We build Portfolio Rebalancing Engines that automate and streamline the process of portfolio realignment, leveraging AI-driven insights to optimize investment strategies. These engines enable dynamic risk tolerance adjustments, ensuring portfolios remain aligned with client objectives and market conditions. With efficient trade execution capabilities, they maintain portfolio balance seamlessly while integrating effortlessly with existing portfolio management systems for a cohesive and impactful solution.
We specialize in the end-to-end development of cutting-edge wealth management tools tailored to meet industry needs. Our expertise includes building robust trade and order management systems, designing compliance and risk profiling tools, and creating customized Salesforce and Dynamics CRM solutions. These tools are crafted to enhance operational efficiency, streamline workflows, and provide unparalleled value to wealth management firms.
Transform data into actionable insights with our curated pipelines and advanced analytics. We provide robust data reconciliation and shadow accounting solutions, ensuring consistency across real and shadow accounts. Our expertise extends to custodial integrations, with over 100 successful connections to platforms like Bloomberg, Refinitiv, and others. Leveraging AI-driven insights, we deliver predictive analytics that enhance portfolio monitoring and drive performance improvements, empowering wealth management firms to make informed, data-backed decisions.
We facilitate seamless integration with industry-standard platforms to streamline operations and enhance efficiency. Our expertise includes developing custom APIs for real-time data flow, modernizing legacy systems, and migrating them to the cloud. Additionally, we design front-facing client portals that provide real-time data updates, ensuring an intuitive and engaging experience for end-users.
Enhance decision-making with our tailored reporting solutions designed specifically for wealth management needs. These include detailed portfolio performance and appraisal reports, comprehensive sector and asset allocation analyses, and Investment Policy Statements (IPS) that align with regulatory compliance and client objectives.
Our Specializations
Portfolio Rebalancing Engines
Hexaview offers cutting-edge technology to automate portfolio realignment, ensuring efficient management aligned with client goals. Our scalable solutions enhance accuracy and reduce manual efforts for better portfolio performance.
Client Portals
We specialize in designing custom, secure client portals for seamless communication and data visualization. Leverage our expertise to create engaging experiences that foster trust and transparency.
Advisor Practice Management Tools
Hexaview’s innovative tools empower advisors with intelligent insights and streamlined workflows. Our technology optimizes operations, helping advisors focus on client relationships and strategic growth.
Data Curation & ETL Pipelines
Our advanced ETL technology ensures clean, structured data ready for actionable insights. We help organizations transform raw datasets into valuable resources with secure and reliable solutions.
Shadow Accounting
Hexaview provides robust, compliant systems for parallel reconciliation, ensuring precise and efficient financial tracking. Our technology minimizes errors, offering peace of mind to stakeholders.
Compliance-Ready Reporting
Hexaview’s expertise in regulatory technologies enables seamless SEC-compliant report generation. Our solutions deliver timely, detailed insights while adhering to evolving compliance standards.
Industries
Industries we serve
We cater to various industries from Registered Investment Advisors (RIAs) to Broker-Dealers, driving their bespoke solutions to help enhance operations. Apart from that, we extend support to Fintech startups, Wealth Management Technology providers, and Neo Banks and lending firms in innovating and thriving as they navigate an ever-changing financial space.
The Wealth-Tech Lifecycle
Our Wealth Management Solutions at Hexaview Technologies offer a powerful way for financial institutions to manage their clients' assets and portfolios. Integrating with ourFinancial Technology Solutions, we provide an end-to-end platform that enables businesses to streamline operations, enhance customer experiences, and drive growth. By leveraging ourData Analytics Services, we ensure that wealth managers have access to insightful data, and ourSalesforce Customization Servicesoffer seamless CRM integration for personalized client service.
See how customers achieve faster growth and smarter outcomes with Hexaview
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Challenge
Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups
Solution
Created a data lake receiving data from multiple custodians via SFTP and Azure Blob storage, streamlined daily data load processes, built data warehouse for analysis
Results
60%
75%
50%
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Data Lake Implementation
Financial Services company headquartered in Chicago/Denver
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Challenge
Problems with business analysis across multiple custodians (LPL, Fidelity, ORION); needed automatic daily data loads and backups
Solution
Hexaview assisted in the development and documentation of the requirements; the design of the rebalancing engine, the development of manual testing, automation testing, and performance testing strategy plan and test cases; and the execution of testing and implementation of the solution into production.
Results
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Wealth Management Firms
Leading wealth tech firm, empowering wealth managers with data-driven insights
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Challenge
Needed assistance with data integration and migration from Geneva and Mariana accounting systems, required support for bond market trading applications
Solution
Transformed conventional data management to Salesforce CRM, established dashboard on Azure cloud platform, used Power BI for data analysis
Results
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Captive Services
White Oak (San Francisco)
Challenge
Wanted to expedite customer onboarding process, minimize manual work, lacked proper workflow tracking
Solution
Created fully automated customer onboarding workflow using triggers, created visualized workflow path, made platform admin-friendly with custom labels
Results
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Customer Onboarding
Baker Avenue (San Francisco)
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Challenge
Difficulty managing increasing number of advisors, needed more analytics, required enhanced data management
Solution
Worked with bank's IT team to provide customized advisor desktop platform, built solution on Oracle Database
Results
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Advisor Desktop Platform
BNY Mellon (New York)
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Got a complex product that you need to migrate, redesign or architect to AI first or Cloud first environment. Or need to architect your data foundation to move set to go AI first in your regulated environment
