Protegra | Wealth Management

Protegra has deep experience when it comes to wealth management.

Protegra works with financial services companies to clarify their growth objectives and to create business and technology plans to get there. Growth means different things to different people. To some it means increasing revenue through acquisitions and mergers, to others it means maximizing profit by reducing expenses.

We help clients overcome obstacles such as resistance to change, silo thinking and inflexible corporate and IT structures. Our delivery focuses on communication and participation, cross-departmental solutions, and phased-in approaches. Once the performance map and technology plans are clarified, Protegra can provide a holistic solution including advice on organizational structure, governance and processes and delivery of well-developed applications.

Protegra has provided successful solutions to financial services and wealth management clients including LPL Financial Services, Assante, Ceridian Corporation, Credit Union Central of Manitoba, IQON Financial, Moventum and Wellington West.

Solutions We Have Delivered

• Asset Allocation
• Back-office Integration
  * Beta, Unisen, Bestway, Olympic, et al
• Banking System Maintenance
• Client Reporting
• Commission System
• Customer Relationship Management
• Document Imaging
• Investment Policy Statement
• Investor Account View
• Managed Accounts
• Operational Data Store
• Operational Systems
• Policy and Claims
• Portal Solutions
• Portfolio Management
• Rebalancing
• Security and Compliance
• Trading
  * Mutual Funds, Online Securities Options
• Third Party Integration
  * MorningStar, Naviplan, CRM

For more information regarding Protegra’s Wealth Management practice, please contact a Protegra Consultant for a conversation on how we can assist your business in realizing opportunities and overcoming challenges. Send an email – click here