Wealth & Asset Management

Investment Management

A comprehensive investment management platform that enables financial institutions to manage portfolios, execute trades, and generate sophisticated reporting — all while maintaining regulatory compliance and delivering an exceptional client experience.

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Enterprise Investment Capabilities

Manage complex portfolios, streamline trading operations, and deliver transparent reporting with FinStack+'s modern investment management platform.

Multi-Currency Support

Manage portfolios across multiple currencies with real-time exchange rate integration, automated FX revaluation, and consolidated reporting in your institution's base currency.

Tax Reporting

Automate tax lot accounting, realized and unrealized gain/loss calculations, and generate compliant tax reports for institutional and client portfolios across multiple jurisdictions.

Automated Rebalancing

Set target allocations, tolerance bands, and rebalancing rules. Our engine automatically detects drift and executes trades to bring portfolios back to target — with full audit trails.

Performance Analytics

Calculate time-weighted and money-weighted returns, attribution analysis, and risk metrics including Sharpe ratio, standard deviation, and value-at-risk across portfolios and benchmarks.

Client Portals

Provide institutional and retail clients with secure, white-label portals for viewing positions, performance, statements, and tax documents — reducing call volume and improving satisfaction.

Trade Order Management

Execute and manage trades across multiple asset classes — equities, fixed income, ETFs, and mutual funds — with integrated compliance checks, pre-trade approvals, and settlement tracking.

Overview

Modern Investment Management for Financial Institutions

Investment management at scale requires sophisticated technology that can handle complex portfolios, diverse asset classes, and stringent regulatory requirements. FinStack+ delivers a unified platform that brings together portfolio management, trading, reporting, and client engagement in a single, integrated solution.

Our platform supports discretionary and non-discretionary investment mandates across equities, fixed income, ETFs, mutual funds, and alternative investments. Whether you are managing institutional portfolios, private client assets, or retail managed solutions, FinStack+ provides the tools you need to deliver superior investment outcomes.

With automated rebalancing, real-time performance analytics, and comprehensive tax reporting, your advisors and portfolio managers can focus on what matters most — delivering value to clients and growing your business.

Comprehensive Investment Platform

Portfolios · Trading · Reporting

Comprehensive Platform Capabilities

FinStack+ covers every aspect of investment management — from portfolio construction to regulatory reporting.

Portfolio Management

  • Multi-currency portfolio tracking and revaluation
  • Benchmark comparison and performance attribution
  • Asset allocation modeling and rebalancing
  • Cash flow and dividend management
  • Corporate action processing

Trading & Execution

  • Multi-asset trade order management
  • Pre-trade compliance and suitability checks
  • Best execution monitoring and reporting
  • Settlement instruction generation
  • Broker and counterparty management

Reporting & Compliance

  • Automated tax lot accounting and gain/loss reporting
  • Regulatory filings for IIROC, CSA, and global regulators
  • Client statement generation and distribution
  • Audit trail and trade reconstruction
  • Fee and commission reconciliation

Client-First Design

Portals · Statements · Documents

Client Experience

Transparent Client Portals

FinStack+'s white-label client portals provide investors with a secure, intuitive dashboard to view their portfolio positions, performance history, statements, and tax documents. Clients can track progress toward their financial goals and communicate directly with their advisor.

For institutional clients, the platform offers customizable reporting and data export capabilities that integrate with their own systems. Automated report scheduling ensures stakeholders receive the information they need, when they need it, without manual effort from your team.

The result is a more transparent, engaging client experience that strengthens relationships, reduces operational overhead, and helps your firm stand out in a competitive market.

Elevate Your Investment Management Practice

Discover how FinStack+ can help your institution streamline portfolio management, enhance reporting, and deliver a superior investment experience for your clients.

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