Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience for the industry with innovative, impactful front-office solutions that enrich client relationships. Through a new partnership with Wealth Access, Tegra118 is complementing its RetireUp solution with a new mobile-enabled digital client experience, comprehensive balance sheet management through data aggregation, and advanced advisor analytics and AI based data mining to identify new opportunities to drive growth. The enhanced front office experience now delivers advisors omni-device engagement, personalization, productivity tools, goals-based & retirement income planning as well as a view of the client’s entire financial picture including savings, loans, credit cards and investments.
Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay
“We made a commitment to the industry that Tegra118 will maintain our focus on in-demand solutions that we can quickly bring to market to add value to the client-advisor relationship and the overall front-office experience,” said Cheryl Nash, CEO, Tegra118. “Industry response following our recent acquisition of RetireUp was well-received. Integrated with Wealth Access’ modules, we bring together a solution that delivers sought-after custom digital experiences.”
“Wealth Access’ state-of-the-art technology provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions,” says Wealth Access Founder and CEO, David Benskin. “Today, firms are challenged with toggling between multiple portals and legacy platforms to gather and analyze data. Most advisors have never seen their own data in one place. Together, with Tegra118, we’re solving that problem – while extending Wealth Access’ reach into the retirement planning industry.”
Advisors will achieve operational efficiencies with Tegra118’s RetireUp and Wealth Access integrated solution. The easy-to-access from any device, including mobile, macro-view of data will contribute to more dynamic, informed retirement conversations and recommendations.
Read More: SafeButler and Liberty Mutual Partner to Offer Instant Renters Insurance
