By creating a constantly evolving, cloud-based financial technology environment, Austin Capital delivers an integrated platform with a data structure designed to automate workflows, aggregate data, and facilitate client service.
A wealthtech platform developed to adapt, change, and grow with you. By continuing to evolve and invest in new technology, we provide the tech solution needed for wealth management not only now, but also as the industry changes and heads into the future.
Our platform creates Unified Managed Household Accounts (UMHAs) that operate on a single, integrated system, allowing a financial advisor to view various assets and product types and create meaningful performance reports.
This holistic household view enables financial advisors to customize investment decisions for each client and simplifies operational procedures that are typically complex and cumbersome:
Whether managing a Single Family Office or a Multi-Family Office, a powerful technology structure is a basic requirement to manage the complex array of entity structures, investment types, tax information and reporting required to effectively support wealthy individuals and families. Our technology solution for Family Office management has been designed to bring together key functions, such:
Austin Capital’s Adviser Workstation automates key wealth management processes – such as client onboarding, account opening/closing, client review, and investment policy statement tracking – and will make them more scalable and repeatable. It includes workflows and automations for critical functions: