YOUR AUTOMATED
INVESTMENT WORKFORCE
Wealth Management Automation & Analytics
Everysk’s intelligent automation for wealth management firms provide wealth managers the time and freedom to focus on what matters most.
Whether you’re a private banker at a major wirehouse or an independent investment advisor, today’s top wealth management firms require automation and analytics that deliver efficiencies and insights at every turn. Everysk delivers with intelligent automation for wealth management firms, offering powerful out-of-the-box workflows that can be tailored for your clients at scale.
See the platform
in action
Automations for Wealth Managers
Today’s wealth managers have more data than ever, but keeping up with it has never been more challenging. The Everysk platform comes pre-built with dozens of digital workflows to automate the generation and distribution of client proposals, tearsheets, monthly reviews, and much more.
With a digital workforce that’s armed with your investment strategy, you’re able to focus on clients and strategy and leave the execution to our powerful automation and analytics platform.
Check out a sample report
Out-of-the-box workflows for wealth managers
With Everysk, wealth managers start with dozens of workflows. Best of all, each is easily tailored to your needs. Here are four examples of automations used by wealth managers to support their clients.
Portfolio Optimizer Workflow
Streamline client onboarding through automated analytics and optimization engine. Build a new portfolio from scratch or tweak an existing client portfolio with integral constraints such as minimum turnover, maximum amount of traded securities and various other complex criteria.
Client Proposal Workflow
Everysk automates the generation of client proposals on a large scale. It rebalances client portfolios according to models, overlays option strategies, and substitutes similar exposures to achieve significant savings. All these can be customized without any need for coding.
Investment Guidelines Workflow
Today’s wealth managers have an impressive array of investments at their disposal. But this means it’s critical to ensure your trades follow established guidelines. Everysk’s Investment Guidelines Workflow reduces tedious portfolio monitoring by testing complex investment policy guidelines and other regulatory constraints across thousands of clients in seconds.
Portfolio Performance Workflow
With so many clients and so many assets, gaining a swift understanding of wins and losses can be difficult, if not impossible. But for Everysk customers using our Portfolio Performance Workflow, it’s simply another automation; a powerful one that surfaces up areas for improvement while showcasing the best moves you’ve made.
SUCCESS STORY
WEALTH MANAGEMENT FIRM
10x their distribution
- Leading wealth firm partnered with distributor, required technology to scale and meet demand
- 1,000’s of portfolio analytics daily, efficient
proposal generation set up within weeks - Everysk enabled growth for assets,
clients, and portfolios
Ready to learn why advisors choose Everysk for wealth management automation & analytics?
REQUEST A LIVE DEMO
