BERWYN, Pa., Jan. 29, 2019 /PRNewswire/ -- Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced that it selected Silver Portfolio Data to consolidate and organize investor data for its rapidly growing digital platform.
Silver Wealth Technologies' solutions align with Brinker Capital's growing business by delivering ultra-scalable, high-quality data normalization within investment services datasets. Additionally, it streamlines processing and workflows, simplifies relationship management, surfaces key analytics and investor demographics, and provides a core set of skills adapting complex datasets for multi-currency portfolio accounting and other FinTech functionalities.
"Our partnership with Silver Wealth Technologies enables us to provide advisors with a more complete view of their books of business to better serve their clients," said Brendan McConnell, Chief Operating Officer at Brinker Capital. "Having a centralized location to view portfolio data enables advisors that work with Brinker Capital to spend more time serving their clients versus aggregating data from disparate sources."
"Silver applies a consultative approach to help our clients address their problems by seamlessly integrating our recommended solutions without disrupting their existing business and technology ecosystems," said Jason Vogel, Silver Wealth Technologies' Senior Director of Product Strategy & Development. "We are excited to work with Brinker Capital both in the short-term to implement our Silver Portfolio Data solution and in the long-term to help roll out their innovative digital platform."
About Brinker Capital
Brinker Capital is a privately held investment management company with $20.9 billion in assets under management (as of December 31, 2018). For over 30 years, Brinker Capital's purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital's highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital, Inc. is a registered investment advisor.
Founded in 1991, the Silver Management Group of Companies initiated its operations as a multi-industry, multi-disciplinary management and technology consultancy and slowly transitioned to focus exclusively on the investment services vertical. Shortly after 1998, the company developed its first financial technology software platform, which delivered a comprehensive online retail brokerage solution for brokers/dealers, financial advisors, and retail investors. Today, Silver operates two wholly-owned subsidiaries in the FinTech solution space: Silver Cost Basis and Silver Wealth Technologies. While the former provides EESA-compliant cost basis solutions in support of brokers' regulatory transfer and year-end tax reporting requirements, the latter offers multi-vendor investment advisory and wealth management solutions.