Our industry-leading automated Portfolio and Order Management Systems lets you seamlessly manage the portfolios of your clients. From fractionalising and consolidating orders, automating trades and fee accrual, to programmatically rebalancing portfolios based on your requirements.
The portfolio management system lies at the heart of our flexible investing infrastructure, allowing you to seamlessly manage the portfolios of your users, create and review your models, and rebalance with ease.
Once you’ve created and defined your models, instead of managing everyone individually, WealthKernel uses that model to make decisions about allocating their investments.
If users deposit or withdraw, accrue fees, or if the model needs rebalancing, the PMS will automate it all, and generate the orders accordingly. Our system drastically simplifies the entire order management process, leading to higher levels of customer satisfaction.
When orders are created by the Order Management System for a user’s portfolio, WealthKernel fractionalises trades to accommodate any investment amount and consolidates orders to execute the next day at an optimal time.
This not only reduces trading costs, but by fractionalising we ensure that your customers’ portfolio allocations are correct, and your models will perform as accurately as possible.
Allow users to switch between risk categories easily, process deposits, and invest automatically.
Rebalance users’ portfolios programmatically, whether drift based, calendar-based, or ad-hoc.
Automate fee calculation and accrual, and let our PMS withdraw fees optimally from users’ portfolios
Programmatically rebalance the portfolios of your customers with ease, depending on your requirements, with our rebalancing engine. Specify the type of rebalancing you need and our system will automatically manage your portfolios in line with those requirements, making manual portfolio calculations (and admin) a thing of the past!
Allow users to switch between Automatically rebalance portfolios at a time interval that suits you, whether that’s monthly, quarterly, or something more bespoke. categories easily, process deposits, and invest automatically.
Vertically integrated investing services, all available over API
Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.
Comprehensive trading built on cutting-edge tech. Trade thousands of fractional securities across markets in multiple currencies.
We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.
Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.
We support BACS, CHAPS, direct debits, open banking, instant matching deposits, recurring payments, and standing orders.
Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.
