iWealth supports the technology and operations areas by building,
selecting, integrating or running:
portfolio accounting, planning, and research; expense management;
tax preparation; performance reporting; and billing
- Operations: data
access and reconciliation
- Reference Data:
relationship and asset masters
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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FOR A QUICK SNAPSHOT OF IWEALTH SERVICES
Investment Operations & Technology
September 22-23, 2009
Millennium Broadway, New York, NY