WMS-Technology

WMS-Technology is a specialized wealth management software designed to provide comprehensive asset control and client insights for financial professionals. The platform integrates custodial connections, ensuring that portfolio data remains accurate, reconciled, and up to date. Its real-time monitoring capabilities, through the Watchdog feature, allow wealth managers to track risk exposure, asset allocation, and missing price data efficiently, enhancing decision-making processes. The software also emphasizes automation and data integration. With its market data feed sourced from SIX Financial Data, users benefit from reliable and continuous updates on securities and pricing. Additionally, WMS-Technology supports FIX connectivity, enabling seamless order execution and rebalancing directly with custodians. The client portal enhances transparency by offering detailed reporting on performance, transactions, and portfolio allocation. Furthermore, built-in compliance tools such as instant CDD checks strengthen regulatory adherence. Overall, WMS-Technology delivers a robust solution tailored for wealth managers seeking efficiency, compliance, and data-driven portfolio management.