inCadense provides an international turnkey asset management platform, iTAMP℠, that integrates institutional asset management with back office services for wealth managers. The platform enables customized managed account portfolios, enhancing efficiency and control for wealth managers serving global investors.
Funding
$250K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth managers often face challenges in efficiently managing and customizing investment portfolios for international clients, due to complexities in global market access, diverse regulatory requirements, and the need for tailored investment strategies. Integrating institutional asset management with back-office services across different jurisdictions can be cumbersome and inefficient.
Solution
inCadense offers iTAMP℠, an international turnkey asset management platform designed to streamline the investment process for wealth managers serving global investors. The platform provides access to institutional-quality solutions, enabling the creation of customized managed account portfolios that cater to specific client needs, investment objectives, and risk profiles. By integrating asset management with back-office services, iTAMP℠ enhances efficiency, control, and transparency for wealth managers operating in offshore, U.S., and international markets. The platform supports various portfolio structures, including SMAs, UMAs, and custom portfolios, and facilitates access to a wide range of investment vehicles, including UCITS, ETFs, and foreign ordinaries.
Target Audience
The primary target audience includes wealth managers, financial advisors, and asset managers who serve international clients and require a comprehensive platform for managing global investment portfolios.
Features
- Customizable managed account portfolios tailored to individual client needs and investment objectives
- Access to a diverse range of investment vehicles, including UCITS, ETFs, and foreign ordinaries
- Support for various portfolio structures, including SMAs, UMAs, and custom portfolios
- Integration with multiple custodians and brokers for seamless trade execution and settlement
- Automated rebalancing and tax optimization strategies
- Comprehensive reporting and analytics tools for performance monitoring and client communication
- Multi-currency support for managing portfolios denominated in different currencies
- Compliance and regulatory support for international markets