TAKING WEALTH MANAGEMENT TO NEW HEIGHTS
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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.
Why Hexaview Technologies
Domain Expertise
Custom Solutions
Proven Success
Integration Capabilities
Our Key Offerings
Portfolio Rebalancing Engines
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.
Product Engineering
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.
Data Management & AI Solutions
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.
Technology Integration
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.
Reporting & Compliance Tools
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 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.
Experience the Hexaview Advantage
Empower your wealth management operations with cutting-edge technology and proven expertise.
The Wealthtech Lifecycle
