Power every client with institutional-grade wealth management built for distribution
Give your clients the institutional-grade trading, risk management, and data capabilities used by the world's most sophisticated financial institutions — deliver them under your own brand, and go live in months, not years
Institutional grade, multi-asset execution and risk management for wealth
WealthSmart is a modern cloud-native platform for wealth managers and private banks, covering multi-asset portfolio management, client reporting, and compliance in one integrated system.
WealthSmart
Multi-asset
WealthSmart
A modern, cloud-native platform for wealth management and private banking.
Portfolio management
Client reporting
Compliance
Multi-asset
Built for any financial institution distributing wealth management
Private banks
Institutional-grade trading, risk management, and data capabilities, built for the complexity of private banking and ready to scale.
Custodian banks
A modern cloud-native platform that brings multi-asset capability, client reporting, and compliance together in one integrated system.
Broker-dealers
Access the same tools used by the world’s most sophisticated institutions, and deliver them to clients under your own brand.
Trust banks
End-to-end wealth management capability, from portfolio construction to client reporting, in one platform built for today’s markets, ready for distribution.
Why choose WealthSmart for wealth management
Cloud-native, not legacy
50–60% of the market still runs on legacy on-premises systems. WealthSmart is the modern alternative.
Multi-asset by design
Access a full multi-asset solution from the start, even as your clients add more strategies.
4–6 months to go live
Deploy in a fraction of the time legacy platforms require.
Built for distribution
Deliver institutional-grade capability to your clients under your own brand.
Explore the TS Imagine platform
Imagine the possibilities
Request a demo from one of our WealthSmart experts
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