Built By Advisors for Advisors
CacheTech avoids the FinTech cliché of being all Tech and no Fin. Our platform was crafted by experienced advisors for advisors. More than just software, you can use CacheTech and its experienced team to handle firm operations, compliance, investment management, trading and more.
A COMPREHENSIVE SOFTWARE SOLUTION AND A PARTNER IN EXECUTION WITH CACHETECH
Introducing Cait your personal AI Advisor Support
At the core of our solution is Cait, your personal AI advisor support. Cait enables users to engage with data in a conversational manner, including client information, account balances, transactions, and investment performance. This intuitive AI interface enhances efficiency and allows advisors to focus on building strong client relationships and delivering personalized service.
CRM, WORKFLOWS, TASKS, ONBOARDING, AND BILLING
Track prospects, maintain client notes, and prep for annual reviews all through an easy-to-use CRM.
Make complicated process more simple and collaborative with workflows.
- Standard workflows for onboarding, account audits, and more.
- Create custom workflows to meet your needs.
Keep track of important tasks and easily collaborate with teammates.
- For your firm
- Cloud storage and file management for all your firm files.
- Easily and inexpensively archive all document for compliance purposes.
- A centralized system for sharing files within your firm.
- For your clients
- Securely share and receive documents from clients and prospects.
- Integrated with most major custodians to automatically retrieve, store, and share client statements, tax forms, etc.
We can run your billing or train your staff to use our flexible billing solution that is customizable to any billing methodology. Easily create new billing, pull historical billing, and build forecasts.
FULLY WHITE LABELED CLIENT PORTAL ANDROID, IOS AND WEB
PERFORMANCE AND REPORTING
Quickly access performance and reporting for individual accounts, households and models. Create custom reports and dashboards to meet your needs.
PORTFOLIO MANAGEMENT AND TRADING
Mix and match models in accounts. Use our models and/or create your own. Great for optimizing asset location for tax efficiency across a household. Set a max tax impact to aid in transitioning a client from an undesired allocation.
- Passive and tactical models managed by our highly experienced investment management team at no additional charge.
- We offer model portfolios spanning the risk spectrum from conservative to aggressive.
- Multi asset class models are available as well as single asset class models.
- Add global diversification, individual stock selection, income generation, and more to your client accounts.
- Not an all or nothing approach. You can use our models alongside your own in the same account.
- Create your own models comprised of ETFs, mutual funds, and individual stocks.
- Easily add alternative securities for tax loss harvesting and client restrictions.
- Set customized rebalancing rules and thresholds.
- Analytics to provide insight into sector, global, and factor exposure.
- You may utilize our trading team at no additional cost or run trading yourself.
- Fast and scalable allowing frequent rebalancing and tax loss harvesting.
- Advanced cloud infrastructure and distributed computing leads to very fast trading at any scale.
- Sophisticated restriction handling.
- Restrict individual securities, sectors, asset classes, and more.
- Create a cash minimum restriction that ensures a minimum cash balance either permanently or just in time for periodic distributions.
- Set a max tax impact to aid in transitioning a client from an undesired allocation.
- Generate tax-alpha in your client accounts utilizing CacheTech’s fully automated, advanced tax algorithms.
- Tax loss harvesting is standard in all models, including your own custom models.
- High-frequency, lot-level monitoring to maximize tax-alpha.
- Advanced cross account washsale detection.