Osprey’s Wealth Management Platform

Freedom to focus. Power to scale.

 

Osprey’s Wealth Management Platform is high-performance software that gives you the power and insight to do what you do best – help your clients achieve their financial goals. The Wealth Management Platform has much to offer a variety of wealth management professionals: registered investment advisors, financial advisors, managers, service bureaus, aggregators, and IT professionals.

Choose the tab that best describes you to learn more:

For Firm Management

The Osprey Wealth Management platform provides managers with easy access to macro and micro-level performance information for accounts, models, products, service requests and KPIs, equipping them to make data-driven decisions to accomplish specific and measurable business outcomes. The Osprey Wealth Management platform also enables data-centric collaboration with Advisors, streamlining the sharing of ideas, planning, and strategy. Demo the technology to discover other capabilities.

All Osprey Software applications are designed with best practice characteristics:

Secure

Responsive UI

Standard Technology

&

Scalable

UX / UI Focus

I

Self Service by Design

Customizable

Core Business Alignment

User Engagement

Registered Investment Advisors & Financial Advisors

Osprey’s Wealth Management platform allows Registered Investment Advisors and Financial Advisors to make data-driven investment decisions and boost client satisfaction by engaging clientele with relevant, interesting reports and visualizations quickly, and simply. Access account overviews and visualizations on the fly. View information across all accounts for a portfolio view, or view detailed information on specific accounts. The platform is flexible, so that you can customize which information is shared, and how it is delivered. (eg. portfolio drift, allocations, realized gain or loss, performance, benchmarks, restrictions, etc).

PORTFOLIO DRIFT

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

ALLOCATIONS

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

REALIZED GAIN / LOSS

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

PERFORMANCE

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

BENCHMARKS

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

RESTRICTIONS

Vestibulum et risus at sit mi ultra est sagittis quis est nec ligula. Lorem ipsum amet.

Aggregators & Service Bureaus

The Osprey Wealth Management platform helps Aggregators and Service Bureaus attract new business and deliver industry-leading Wealth Management technology and services to Advisors and Partners. Support customers with flexible standard features and an experience that is configurable to meet their needs, and better understand customer engagement by observing platform use. The platform also provides a framework to help your business scale, granting the ability to: support larger RIA’s and aggregators; or to reduce administration costs and profitably move downmarket.

All Osprey Software applications are designed with best practice characteristics:

Secure

Responsive UI

Standard Technology

&

Scalable

UX / UI Focus

I

Self Service by Design

Customizable

Core Business Alignment

User Engagement

For IT Professionals

The Osprey Wealth Management platform places great emphasis on security, scalability, and operational efficiency, allowing you to confidently deliver self-service business analytics in a secure, compliant, and safe way. Our open data interchange simplifies integration with your data sources and provides easy-access to the your data, information, and insights used by the platform.

All Osprey Software applications are designed with best practice characteristics:

Secure

Responsive UI

Standard Technology

&

Scalable

UX / UI Focus

I

Self Service by Design

Customizable

Core Business Alignment

User Engagement