Funds Management

Our Solutions : Wealth Management Platform

As a broker dealer or bank investment management service provider, the ability to deliver robust, consistent and customizable investment solutions to investors is key to your organization’s success. Wilshire’s recognition of this need led to the development of the Wilshire Wealth Management Platform, a turn-key wealth management solution that delivers goal oriented strategies across an investor’s household of accounts.

At each step of the investment process, the integrity of a solution can be compromised. Wilshire Wealth Management preserves the integrity of the solution through control, customization and transparency in order to better implement and manage the "Best" solution with true Unified Managed Household (UMH) capability. High-net-worth investors will now have access to Wilshire's institutional investment strategies via an industry leading wealth management platform.

Income-Aware Asset Allocation

Key Components

  • Access to innovative portfolio solutions constructed by Wilshire Funds Management, a leader in the institutional and fund-of-fund space.
  • Investment and tax optimization through goal oriented portfolios across an investor's household.
  • Support for multiple investment products and programs (WRAP Funds, Exchange Traded Funds, Separately Managed Accounts, Unified Managed Accounts, Rep-as-Portfolio Manager) using an all-in-one platform.
  • An end-to-end system for the financial advisor's desktop with functionality beginning with automated proposal generation through to the retail custodian system.
  • A web based platform that can be branded and customized by sponsors.
  • Investment, operating and compliance officer access to robust risk controls, compliance monitoring, violations alerts, and entitlements.

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