RAGE LiveWealth

Transform your Advisor and Client Experience. On-demand multi-custodian data aggregation, flexible performance analytics to powerful Big Data analytics, within and across customer segments, on an integrated perpetually flexible RAGE Wealth Management platform.

RAGE LiveWealth™ is a full featured end to end RAGE Wealth Management Service, from Data Aggregation to powerful Big Data analytics. It enables the RAGE Wealth Management firm and the Financial Advisor to drive client experience to a whole new level, economically and rapidly, without disrupting existing internal IT infrastructure.

Multi-custodian aggregation

Fully Automated Data Aggregation Engine, aggregating data from all US and most major international custodians. RAGE LiveWealth™

Robust Performance and Risk Analytics

RAGE LiveWealth™ Portfolio Analytics Engine provides dynamic rebalancing and attribution engine with a rich pallet of analytical

IPS Construction and Monitoring

RAGE LiveWealth™ enables comprehensive monitoring of adherence / drift against investment policy. Comprehensive monitoring of portfolio on

Non-intrusive Automation

Rapid non-intrusive integration of the RAGE LiveWealth™ within your IT landscape RAGE LiveWealth™ is a Framework Based

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