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WealthSmart: A modern wealth management platform built for today's markets

Integrated multi-asset cloud-native platform for private banks and wealth managers. Available globally

What is WealthSmart?

WealthSmart is TS Imagine’s wealth management solution for private banks, custodian banks, broker-dealers, and trust banks.

Developed in partnership with leading Swiss private banks and available globally, WealthSmart is a modern cloud-native solution covering multi-asset portfolio management, trading, risk management, client reporting, FIX network, and compliance, in one integrated, white-label ready system.

Key features

Multi-asset portfolio management

Equities, fixed income, derivatives, OTC, and crypto.

Trading

Access to an institutional liquidity network across global markets.

Proprietary FIX network

Direct connectivity to a global network of brokers and banks.

Risk management and data

The same institutional-grade tools used by leading hedge funds.

Client reporting

Fully customizable and white-label ready.

White-label capability

Distribute under your own brand.

Cloud native

No on-premises infrastructure to maintain.

Compliance and regulatory reporting

Built in, not bolted on.

Asset classes & technical specifications

Asset classes

Equities
Listed Derivatives
Bonds
Structured Products
FX
Precious Metals
Crypto
Mutual Funds

Specifications & capabilities by category

Execution

FIX gateways and API connectivity
Bank SORs and broker algorithms
Order types: LMT, STP, LOC, MOC
250+ connections
AI-powered watchlists, option chains, embedded charting
Full digital audit trail across all assets

Portfolio Management

Real-time unrealized and realized P&L
Available cash and exposure limit tracking
Multi-currency NAV and cash flow management
Rebalancing by target weights, target values, or model allocations

Pre-Trade Compliance & Risk

Built-in VaR, stress testing, drawdown control, exposure caps
Restricted lists: sanctioned securities, no-short sales, price boundaries, % of average daily volume
Automatic passive and active breach detection and management

Integration

Start-of-day / end-of-day position reconciliation
Order and execution flow via FIX
API integration with third-party platforms and proprietary validation engines
Dedicated broker-dealer interface

Licensing / Deployment

White-label ready
Global data distribution across trade, portfolio, and risk
Commission fee-free license model

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Built for private banks, custodian banks, and wealth managers

WealthSmart is designed for private banks, custodian banks, broker-dealers, and trust banks that manage or hold high-net-worth and ultra-high-net-worth client portfolios. It is also used by independent wealth managers and family offices migrating from legacy on-premises systems, offering a modern alternative.

Key user types

IT Project Manager
Chief Financial Officer
Chief Technology Officer
Chief Compliance Officer
Professional WealthSmart Clients
Sell-Side WealthSmart Counterpart
Chief Information Security Officer
Private Bank Trader – System Owner
Relationship Manager / Financial Advisor

Why WealthSmart

Purpose-built

Built for wealth, not adapted for it

WealthSmart is purpose-built for wealth, not adapted from core-banking software.

Modern architecture

Continuously updated and scalable

WealthSmart is continuously updated and scalable where legacy in-house systems are not, and deploys faster than on-premises incumbents.

Industry expertise

Built with private banks, not for them

WealthSmart was developed with leading private banks, not built by technology generalists.

WealthSmart overview

See how WealthSmart turns a fragmented trade lifecycle into one streamlined front-to-back workflow, so your teams spend more time with clients and less time on operations. Onboard clients faster, cut operational costs, and reduce manual error with WealthSmart.

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What's new with WealthSmart

WealthSmart puts institutional-grade functionality into a streamlined cloud-native platform, so end-clients experience a premium service while wealth managers and private banks keep deployment and running costs low.

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See WealthSmart in action

Request a demo from one of our WealthSmart experts

Request a Demo

Frequently asked questions

What is WealthSmart?

WealthSmart is TS Imagine’s cloud-native solution for private banks, custodian banks, broker-dealers, and trust banks. It is a modern solution covering multi-asset portfolio management, trading, risk management, client reporting, and compliance in one integrated, white-label ready system, developed with leading Swiss private banks and available globally.

Who is WealthSmart designed for?

WealthSmart is designed for private banks, custodian banks, broker-dealers, and trust banks that manage or hold high-net-worth and ultra-high-net-worth portfolios, as well as independent wealth managers and family offices migrating from legacy on-premises systems.

Can WealthSmart be white-labeled?

Yes, WealthSmart can be fully white-labeled and distributed under your own brand to your end clients, with single sign-on.

Does WealthSmart support multi-currency?

Yes, WealthSmart provides multi-currency NAV and cash flow management across all supported asset classes.

Is WealthSmart on premises?

No, WealthSmart is a cloud-native solution. There is no on-premises infrastructure to install or maintain.

How long does WealthSmart take to deploy?

WealthSmart goes live in 4-6 months.

Part of a unified platform

WealthSmart is one solution within TS One

TS One is TS Imagine’s complete capital markets platform. It brings together execution, portfolio and risk management, wealth management, and prime brokerage in a unified system.

Explore TS One