Silver Portfolio Data Solutions

Rationalize Investor Data - Consolidate and organize investor data from multiple sources for streamlined distribution and access throughout your organization. Silver Portfolio Data is the essential unified wealth management data platform.
Collect key data sets from disparate sources to create a high-quality single source of truth.
Automatically reconcile portfolios from disparate sources to create a high-quality single source of truth.
Automate manual, error-prone relationship hierarchy management with configurable grouping and householding.
Distribute normalized data through versatile integration points to streamline reporting, billing, compliance, risk management, forecasting and other processing and workflows.
Secure data entitlements across systems with a centralized data gatekeeper.
Capitalize on comprehensive daily business intelligence analytics and investor demographics for every level of your organization.

Case Study – FinTech Provider

Silver’s Portfolio Data solution was implemented for a cloud based software provider, powering an innovative advisor workstation and robo-advisor platform which supports numerous RIA firms. Silver’s Portfolio Data solution provides the central access point for portfolio data, relationship management, and data entitlement information, as well as acting as the source of aggregated data for performance reporting and fee billing calculations. Automated portfolio data interfaces with a large custodian, an external rebalancing provider, and a third party data aggregation service provide turnkey access to extremely rich client data which seamlessly integrates with the advisor workstation platform through Silver’s RESTful API.