Case Study: a global private wealth manager achieves faster onboarding and improved advisor UX with Linedata

Global Private Wealth Manager manages 50,000 models at once with Linedata

The customer, a global private wealth manager, faced challenges with a fragmented technology infrastructure that created operational inefficiencies and high costs. This sprawl of systems across trading, portfolio management, and compliance hindered their ability to onboard new advisors and their books of business. They partnered with Linedata to implement a modern Order Management System (OMS) and portfolio tools to streamline workflows and improve the user experience for advisors.

Linedata's solution provided streamlined, intuitive workflows and a build+buy strategy that integrated with the firm's existing ecosystem. The results included the ability to search and manage 50,000 models at once and rebalance thousands of accounts simultaneously with no backlog. This improved efficiency helped attract and maintain advisors, freed them for higher-value activity, and allowed the firm to retain its competitive differentiation while expanding its business.