HELDAWAY
Automation and Management for Independent Advisors
Simplify tedious operations work while keeping your process and serving more clients.
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Operations Automation
A low code and powerful platform for your operations team
- Gain Visibility and support clients alternative asset accounts without switching core software: import, transform and load to leading performance reporting, portfolio management and financial planning systems
- Manage the entire Lifecycle of growing private assets and liabilities by leveraging our broad understanding of Alts, with an interface your existing team can use with ease
- Maintain Connections between client and account data across all of your systems, ensuring that all processes, like quarterly account reviews or rebalancing are performed from up to date and consistent sources
Improve efficiency in days
Extract, transform and load any document or client communications. Gain insight across your existing software products and data
- Effortlessly Combine client balances and activity across various account types, from retirement to limited partnership interests
- Collaborate across your firm to ensure that complex processes like rebalancing or prospect generation can be performed with the rigor and efficiency required by investment and operations teams
- Leverage your expertise by introducing your firms data into processes with minimal effort. Support exceptional client experiences for more than just your largest clients
Save operations time, earn revenue
Take action with confidence and control
- Automate the Boring and manual processes and elevate the important data which can be used to provide personalized services
- Offer Peace of Mind by encompassing your clients entire financial journey with your current team, in a differentiated way
Learn more about Custom Workflows
Data mapping and monitoring made easy
Import transaction, position or security detail into a simple workspace for complex situations
- Automatically Export transaction level detail, thoughtfully extracted from raw unstructured documents
- Explore customized and interactive balance sheet, income statement or cashflow statements, built with your firms performance reporting ethos, to support investment, finance and accounting teams.