iWealth supports the technology and operations areas by building, selecting, integrating or running:

  • Applications: portfolio accounting, planning, and research; expense management; tax preparation; performance reporting; and billing
  • Operations: data access and reconciliation
  • Reference Data: relationship and asset masters
  • Infrastructure: storage, document management, systems management, and compliance

 

As a division of InfoGrate Inc., InfoGrate Wealth (iWealth) provides operations and technology services to organizations that advise, manage, and support ultra-high net worth clients. We are a tight handful of senior technology architects and operations managers who are dedicated to rapid, efficient implementations and find creative ways to build low-cost, highly scaleable processes that can be effectively maintained. We enjoy and believe in what we do, so much so that we will not only build it on a fixed bid but also stand behind its maintenance and operation (if desired by the client)!

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Investment Operations & Technology SolutionsStrategy
September 22-23, 2009
Millennium Broadway, New York, NY