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Tegra118

Wealth technology platform for managed accounts, advisor trading, and fee billing, now part of InvestCloud.

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Overview

Tegra118, originally formed from Fiserv's Investment Services business, was acquired by InvestCloud in February 2021 as part of a recapitalization led by Motive Partners and Clearlake Capital Group. The platform provides portfolio management, trading, accounting, rebalancing, and reporting for managed accounts, along with financial planning and fee billing tools for financial advisors. Its technology is now integrated into InvestCloud's offerings, with components like the APL Managed Account Engine and the broader InvestCloud Financial Supermarket.

Key Features

+ Managed account portfolio management and trading
+ Rebalancing and performance reporting
+ Financial planning tools
+ Advisor fee billing

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