Tegra118 Expands Front Office Digital Solutions Powered by Finantix
Summary
Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers. Building on Tegra118’s acquisition of RetireUp and recently announced partnership with Wealth Access, the complement of AI-driven technology powered by Finantix will increase advisor engagement and personalization, productivity and onboarding, relationship management, and portfolio construction and recommendations. Finantix is a market leader in providing trusted intelligent technology to the global financial industry and is a portfolio company of specialist private equity firm Motive Partners as well. “Tegra118 continues to focus on solutions that add value to the front office experience and deepen the advisor-investor connection to help our clients grow their business,” said Cheryl Nash, CEO, Tegra118. Applying deep sector knowledge, they empower wealth managers, insurers and banks to digitally and intelligently engage with clients and provide insightful and compliant advice.