WealthXcel Construct.

Specialised portfolio management tools.

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MANAGE PORTFOLIOS BETTER.

What is WealthXcel Construct?

WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark).

Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the rebalance and optimisation to bring portfolios back in line.

Solutions to complex problems.

Flexibility, insight and precision.

WealthXcel Construct provides a repeatable process to checking and ensuring the ongoing portfolio risk suitability of client portfolios.

‘Construct’ gives portfolio managers of all sizes a simple-to-use set of tools to monitor and check any number of portfolios. Suitable for a single adviser running the odd portfolio here and there, right up to firms with a CIO and teams of portfolio managers responsible for thousands of client portfolios.

Delivering Success

How Construct can help.

Construct lets you move away from spreadsheets and manual calculations. It automates risk suitability checks, rebalances and assists with portfolio construction. Leading to increased efficiency, error reduction and process reliability.

Bringing consistency

Bringing consistency without loss of discretion. Bridge the gap between central investment teams and client facing managers.

Ensuring best ideas

Monitor and ensure all best investment ideas are reflected in client portfolios. Creating better client outcomes.

Client migration

Provides a mechanism for the migration of acquired portfolios. Assess portfolios current position and transition them to the new approach over time.

Four main services.

A portfolio management multi-tool.

Portfolio risk monitoring

Automated drift monitoring. Ensuring client portfolios are aligned to the intended investment approach.

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Portfolio construction

Create and manage portfolios around your chosen set of constraints

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Portfolio rebalancing

Adjusting to resolve drift. Calculates the trades required to bring portfolios back in line.

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Portfolio risk modelling

Comprehensive on-demand risk reports and analysis for assets, models and portfolios.

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advanced analytics

Actionable reports to grow your business.

With our reports builder, you can easily generate custom user analytics reports that present you the right information, at a glance.

Daily Reports

Receive report every day on your inbox.

Mobile reports

Browse reports on your phone or tablet.

pricing

Choose a plan

We offer pricing plans that fit all business types and sizes.
Compare and find the best plan for you.

trial

Free

Perfect to try out Construct for those with a handful of portfolios to manage.

20 Portfolios

100 Asset universe

1 User

Unlimited portfolio monitoring

Unlimited portfolio rebalancing

Unlimited risk & exposure reports

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individual

£500 /month

A great plan for mid-size business looking to take their user analytics to the next level.

200 Portfolios

500 Asset universe

1 User

Unlimited portfolio monitoring

Unlimited portfolio rebalance

Unlimited risk & exposure reports

Contact us

TEAM

POA

The most powerful option for mid and big-size businesses looking to get as much data as possible.

2,000 Portfolios

1,000 Asset universe

5 Users

Unlimited portfolio monitoring

Unlimited portfolio rebalance

Unlimited risk & exposure reports

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Want a customised solution to meet your specific needs?
Enterprise and bespoke services available.

Get in touch with us

Our clients.

Hear what our clients have to say.

Discover how we have helped our clients.

"Sleep at night technology... we have a auditable trail to show the suitability of all our client portfolios at any time."

James Penny

CIO at TAM Asset Management

Integrations & Partnerships.

Working with the tools and companies you know.

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

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Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

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Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

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Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More
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faqs

Frequently Asked Questions.

Have questions? We’ve answers. If you can’t find what we are
looking for, feel free to get in touch.

See what WealthXcel can do for you.