Hexaview delivers intelligent automated solutions to empower financial advisors in providing significant data insights & a more personalized, cost-effective experience to the clients.
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Delivering 15+ years of excellence
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For more than 15+, Hexaview has served the technology needs of the wealth management industry, empowering our clients to keep track of their wealth and take the right investment decisions.
Is Robo Advisory bleeding your budget? Robo Advisory may be in wealth management Vogue, but we all know how it eats at your resources. Why not try an alternative?
Are you drowning in vast amounts of data? Recording, maintaining, and accessing data shouldn't be such an ongoing strain for advisors.
Are you still confined to the inefficiency of manual methods? Save time by automating where appropriate. Free up your focus for the steps and tasks that truly require your attention.
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We build Portfolio Rebalancing Engines that automate and streamline the process of portfolio realignment, leveraging AI-driven insights to optimize investment strategies. These engines enable dynamic risk tolerance adjustments, ensuring portfolios remain aligned with client objectives and market conditions. With efficient trade execution capabilities, they maintain portfolio balance seamlessly while integrating effortlessly with existing portfolio management systems for a cohesive and impactful solution.
We specialize in the end-to-end development of cutting-edge wealth management tools tailored to meet industry needs. Our expertise includes building robust trade and order management systems, designing compliance and risk profiling tools, and creating customized Salesforce and Dynamics CRM solutions. These tools are crafted to enhance operational efficiency, streamline workflows, and provide unparalleled value to wealth management firms.
Transform data into actionable insights with our curated pipelines and advanced analytics. We provide robust data reconciliation and shadow accounting solutions, ensuring consistency across real and shadow accounts. Our expertise extends to custodial integrations, with over 100 successful connections to platforms like Bloomberg, Refinitiv, and others. Leveraging AI-driven insights, we deliver predictive analytics that enhance portfolio monitoring and drive performance improvements, empowering wealth management firms to make informed, data-backed decisions.
We facilitate seamless integration with industry-standard platforms to streamline operations and enhance efficiency. Our expertise includes developing custom APIs for real-time data flow, modernizing legacy systems, and migrating them to the cloud. Additionally, we design front-facing client portals that provide real-time data updates, ensuring an intuitive and engaging experience for end-users.
Enhance decision-making with our tailored reporting solutions designed specifically for wealth management needs. These include detailed portfolio performance and appraisal reports, comprehensive sector and asset allocation analyses, and Investment Policy Statements (IPS) that align with regulatory compliance and client objectives.
Hexaview offers cutting-edge technology to automate portfolio realignment, ensuring efficient management aligned with client goals. Our scalable solutions enhance accuracy and reduce manual efforts for better portfolio performance.
We specialize in designing custom, secure client portals for seamless communication and data visualization. Leverage our expertise to create engaging experiences that foster trust and transparency.
Our advanced ETL technology ensures clean, structured data ready for actionable insights. We help organizations transform raw datasets into valuable resources with secure and reliable solutions.
Hexaview provides robust, compliant systems for parallel reconciliation, ensuring precise and efficient financial tracking. Our technology minimizes errors, offering peace of mind to stakeholders.
Hexaview’s expertise in regulatory technologies enables seamless SEC-compliant report generation. Our solutions deliver timely, detailed insights while adhering to evolving compliance standards.
Hexaview’s innovative tools empower advisors with intelligent insights and streamlined workflows. Our technology optimizes operations, helping advisors focus on client relationships and strategic growth.
We cater to various industries from Registered Investment Advisors (RIAs) to Broker-Dealers, driving their bespoke solutions to help enhance operations. Apart from that, we extend support to Fintech startups, Wealth Management Technology providers, and Neobanks and lending firms in innovating and thriving as they navigate an ever-changing financial space.
Our Wealth Management Solutions at Hexaview Technologies offer a powerful way for financial institutions to manage their clients' assets and portfolios.
Integrating with our Financial Technology Solutions, we provide an end-to-end platform that enables businesses to streamline operations, enhance customer experiences, and drive growth. By leveraging ourData Analytics Services, we ensure that wealth managers have access to insightful data, and ourSalesforce Customization Servicesoffer seamless CRM integration for personalized client service.
Measurable outcomes for regulated industries. Every engagement tracked from baseline to business impact.
Expedited Time to Market by Building an Offshore Development Center
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Hexaview Built a System for Inbound Data Integration from Multiple Sources and Outbound Data Flow using Azure Services
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Performed UI Testing in the client’s Salesforce Application to enhance the user experience
Read More ->Got a complex product that you need to migrate, redesign or architect to AI-first or Cloud-first environment. Or need to architect your data foundation to move to go AI-first in your regulated environment
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