TS Imagine, the leading global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, today introduces WealthSmart, an innovative, all-in-one system developed for private banks and wealth managers.

The wealth management industry has experienced a seismic transformation this year, driven by consolidation, shifting investor demographics, evolving client expectations, and ongoing market volatility.

WealthSmart, developed in partnership with leading Swiss private banks and available globally, accommodates the changing needs of wealth managers and private banks with a comprehensive suite of capabilities, including trading, risk management and data, all of which are also used by the world’s most sophisticated institutional investors. WealthSmart addresses common challenges facing users such as workflow efficiency, security, elevated client standards, and data reliability. WealthSmart also facilitates rapid client onboarding and advisory services, giving users a competitive edge as they win business amid the shifting industry dynamics.

WealthSmart also possesses the signature attributes of TS Imagine: it is multi-asset class, global, and SaaS-based. Users benefit from continuous innovation and seamless updates, ensuring their competitiveness in a fast-moving market. 

Andrew Morgan, president and chief revenue officer at TS Imagine, says: “Traditional notions of wealth management are fading away and users need to be agile and tech-first to serve their rapidly expanding and evolving client base.  2023 has been an exciting inflection point for wealth managers and private banks, and those willing to adopt next-generation technology will thrive in this new landscape”.

WealthSmart follows two other product launches from TS Imagine this year.

TS One, announced in May, is a cross-asset class, SaaS-based solution designed for investing teams that unites Portfolio Management, Trading, Risk Management, Compliance, Finance, and Operations into a single, intuitive interface.

RiskSmart X, launched in March, is a highly sophisticated, cross-asset class real-time risk platform for prime brokerage and risk management professionals at banks and other financial institutions.