Innovative tools and technology solutions

that empower financial services firms

Robust, flexible, and scalable enterprise solutions in an ever-evolving regulator environment.

TotalRebal Portfolio Rebalancing

State-of-the-art financial services solution for cloud-based portfolio re-balancing.

TotalView Portfolio Management

Built with the Salesforce platform to view, manage, and analyze portfolios, accounts, and holdings.

On Demand
May 6, 2021

Webinar: UX Design Mobile First: A Case Study

A real-life case study of building a mobile-first UX design strategy for an MVP.

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On Demand
March 18, 2021

Technology Roadmaps Accelerated with Remote Teams

Remote teams can be as effective, if not more, than in-office co-located teams.

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Latest Podcast
Available Now

Low-Code No-Code Platforms – InsurTech’s Silver Bullet

An effective solution for insurance companies to keep up with digital tech.

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FinTech Solutions and Expertise

An organization’s success depends on its effectiveness in processes and how it responds and aligns to emerging technologies and consumer preferences.

Portfolio Management

Portfolio Rebalancing

Portfolio Risk Analytics

Taxation

Financing

Credit Management

Market Data Processing

Wealth Planning

Data Security

TotalView Portfolio Management

Excellarate TotalView is an application that provides innovative tools and technology to view, manage, and analyze portfolios, accounts, and holdings.

TotalView is built on the Salesforce platform, which links the functionality of a portfolio management system with the power of Salesforce.

Users have the ability to maintain all of the pertinent customer data associated with portfolio or account within a seamless, turn-key solution.

Capabilities

  • Account Management
  • Portfolio Management
  • Portfolio Analysis
  • Securities Management
  • Security Lots Management
  • Ad Hoc Trading via Trade Files
  • Transactions Maintenance
  • Trade Rule Maintenance
  • Reconciliation
  • Data Management & Import

Key Benefits

  • Portfolio management solution that is fully integrated with Salesforce CRM
  • Cloud-based, intuitive, high performance platform
  • Enables advisory firms to move from spreadsheets to more scalable solution
  • Facilitates compliance requirements for more thorough record keeping and more frequent contact with clients (KYC)
  • Can be licensed “out-of-box” or customized to meet specific needs

TotalRebal Portfolio Rebalancing

TotalRebal is a state-of-the-art financial services solution from Excellarate that provides cloud-based portfolio re-balancing functionality to accompany a portfolio management system.

The modular design of the rebalancer allows financial advisors to add only the functionality they need, and not be impeded by unwunneededanted complexity like other systems.

Capabilities

  • Account Management
  • Portfolio Management
  • Portfolio Analysis
  • Securities Management
  • Security Lots Management
  • Ad Hoc Trading via Trade Files
  • Transactions Maintenance
  • Trade Rule Maintenance
  • Reconciliation
  • Data Management & Import

Key Benefits

  • Cloud-based, affordable, high performance platform that provides portfolio rebalancing as a service (RaaS)
  • Automates the rebalance function, eliminating manual and spreadsheet centric labor
  • When combined with Prime’s portfolio management solution, eliminates the need of having to piece together disparate functions from multiple vendors
  • Alternatively, the rebalancer’s modular design supports the ability to tie in a preferred portfolio management solution

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