Our automated Portfolio and Order Management System lets you manage the portfolios of your clients without any friction. From fractionalising and consolidating orders, automating trades and fee accrual, to programmatically rebalancing portfolios based on your requirements.
Our automated rebalancing system means all customer portfolios are rebalanced simultaneously and within the same day. This eliminates the need for manual intervention, reduces operational friction, and helps you stay aligned with Consumer Duty principles.
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The portfolio management system lies at the heart of our flexible investing infrastructure, allowing you to seamlessly create and review your models, manage the portfolios of your customers, and rebalance them with ease. Once you’ve created and defined your models, instead of managing each portfolio individually, WealthKernel uses that model to make decisions about allocating their investments.
If users deposit or withdraw, accrue fees, or the model needs rebalancing, the PMS will automate it and generate the orders accordingly. Our system simplifies the entire order management process, meaning you're leading to higher levels of customer satisfaction.
With less time needed to get customers invested, fewer manual resources required, and a reduced risk of errors, our system streamlines operations so you can focus on what really matters - delivering an exceptional customer experience and driving 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.
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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.
