Wealth Management Solutions: TS Imagine Launches WealthSmart, a Multi-Asset Class Solution for Private Banks

TS Imagine, the global provider of trading and risk management solutions, has introduced a new all-in-one system called WealthSmart. Developed in collaboration with Swiss private banks and available worldwide, WealthSmart aims to meet the changing needs of wealth managers and private banks by offering a comprehensive suite of capabilities, including trading, risk management, and data.

The wealth management industry has undergone significant changes this year due to factors such as consolidation, shifts in investor demographics, changing client expectations, and ongoing market volatility. WealthSmart addresses these challenges and provides users with solutions for workflow efficiency, security, elevated client standards, and data reliability.

One key feature of WealthSmart is its ability to facilitate rapid client onboarding and advisory services, giving users a competitive edge in the evolving industry dynamics. The system also incorporates the signature attributes of TS Imagine, being multi-asset class, global, and SaaS-based.

Andrew Morgan, President and Chief Revenue Officer at TS Imagine, emphasizes the importance of adopting next-generation technology in the wealth management industry, as traditional notions of wealth management are fading away. Morgan believes that those who are agile and tech-first will thrive in the new landscape of the industry.

WealthSmart is the latest addition to TS Imagine’s product offerings. Earlier this year, the company launched TS One, a cross-asset class solution that combines portfolio management, trading, risk management, compliance, finance, and operations into a single interface. Additionally, TS Imagine released RiskSmart X, a real-time risk platform designed for prime brokerage and risk management professionals in banks and financial institutions.

With WealthSmart, TS Imagine aims to provide wealth managers and private banks with the tools they need to navigate the rapidly changing landscape of the wealth management industry, empowering them to serve their expanding and evolving client base with agility and efficiency.

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