Advanced Client Access
Clients and financial advisors have the ability to simultaneously view account information on a modern, attractive user interface. Our custom client UIs call Talisys services to display account updates and activity as they occur.
Maximize productivity and empower your financial advisors with real-time information, robust reporting, and customizable views in an organized platform. Developed specifically for financial advisors servicing high-net-worth clients, our wealth management platform is the engine that drives superior client service and business growth.
Talisys Trading provides everything your firm needs to manage the entire trade life-cycle. From trade entry through clearance & settlement, Talisys Trading automatically ensures the completion, compliance, and notification of each step, including exceptions.
Portfolio & Performance
Performance runs daily and front & back office applications update automatically so your teams are always ready with consistent account data. Drive productivity and improve portfolio management for your entire book of business with our complete offering.