Industry-leading Portfolio Management System
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.