Focused
Automate routine tasks while retaining oversight over the decisions where client context matters most.
Purpose-built, not forced to fit
Stuck between technologies that don’t scale and institutional-grade solutions that do more than you need?
InfoReach delivers the best of both worlds: a single, multi-asset execution platform with streamlined, wealth management-specific workflows.
More visibility, less noise
InfoReach's wealth management solution is designed for high-count, single-name tickets across a large number of portfolios, with focused workflows that stay separate from high-intensity desks:
- Multi-asset trading in a single execution layer: equities, futures, options, FX, crypto, and fixed income
- Streamlined, wealth-specific dashboards and screens
- Configurable rules-based automations and alerts
- Risk, compliance, and audit controls
- Comprehensive wealth management functionality with zero compromises
Flexible
Configure dashboards, screens, and workflows so that they mirror the way you operate. No more workarounds.
Fully auditable
Track every decision across client accounts, and show evidence of control, suitability, and best execution on demand.
We have high expectations for our technology vendors, and InfoReach surpassed them
Their performance during our Phase I integration and rollout was exemplary. We couldn't be happier with their work.
Abel Noser
Specific. Simple. Smart.
Specialized workflows
The data you need, without cognitive overload. Our solution's streamlined workflows are designed to shield wealth management from other high-intensity desks while still preserving end-to-end visibility across the execution lifecycle.
Intelligent routing
Automate routine orders using if/then/else triggers. Our solution keeps track of routing and performance, creating an auditable trail you can use to reconstruct decisions and prove best execution.
Complete explainability
See whether an order was handled manually or automatically, investigate its execution history, and understand which routing rule directed it to a particular destination.
Chameleon UI
Worried switching solutions means starting over? Set our interface so it mirrors your current one for a smoother transition, and configure your layouts, dashboards, order tickets, fields, and alerts so they reflect how you already operate.
No-code configuration
Modify dashboards, screens, and workflows or build new ones from scratch with our wizard-driven tools. InfoReach makes customization easy even if you don't have development know-how in house.
Proactive monitoring
We keep a close eye on our systems so we can nip issues before they have noticeable impacts. And because 30% of our staff are support engineers and 30% are software engineers, you'll always speak to someone who knows the platform.
Outstanding
The level of technical support, configuration, and testing that InfoReach provided us was excellent, and in sharp contrast to our experiences with other technology vendors.
Pershing LLC
Technology should work for you, not the other way round
Let's show you how InfoReach can help your wealth management desk become more efficient, effective, and audit-ready.
See InfoReach TMS for Your Wealth Management Desk
Tell us about your desk. We’ll arrange a demo focused on your client portfolios, single-name orders, automation, and audit workflows.