For advisors with tech-savvy clients or diverse portfolios, Kubera offers a dynamic platform that fosters ongoing client participation and satisfaction. Its comprehensive suite of tools covers everything from portfolio management to client communication, making it ideal for firms that want to streamline their operations and technology stack. Orion Advisor Technology is a comprehensive financial technology firm that provides a suite of software and services designed for financial advisors, wealth managers, and investment professionals. xcritical is particularly well-suited for financial advisors and asset managers dealing with high-net-worth individuals or institutions with complex investment portfolios. This comprehensive approach integrates market data and third-party information, giving advisors a holistic picture of their clients’ financial landscapes. xcritical is a new category of company, replacing point solutions and people-powered middleware with a holistic technology and data platform, a suite of purpose-built products, and a partner ecosystem that creates a unified technology experience for its clients.
Comprehensive, customizable portfolio reporting tailored to your needs
Create greater transparency by centralizing the family office’s financial information in a single place. His work covering the advisor tech xcritical scam space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. “From a trading perspective, we’ve done a lot of market research, and we think we have found a starting price that is in line with our competition,” said Senseny.
xcritical’s technology empowers institutional investors like you to track and model any investment type — on one platform — for a more holistic view and dynamic approach to https://xcritical.solutions/ multi-asset portfolios. With over 50% of its global team focused on technology and data, the company is committed to providing long-term value and empowering its partners to achieve their investment goals in the dynamic alternative asset landscape. NEW YORK, Feb. 19, 2025 /PRNewswire/ — xcritical, a leading global technology and data platform for investment professionals, today announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator.
A complete view of your clients’ wealth
Additionally, you can use the xcritical API to tailor a custom solution to fit your firm’s needs. In addition to its core aggregation, analysis, and reporting functionality, xcritical integrates with the other systems you use every day. xcritical’s reporting engine lets you scale your business. Additionally, you can manually manage holdings in xcritical to see private investments, such as real estate and private equity investments, alongside publicly-traded securities.
Products and services
xcritical is a global technology and data company that works with investment professionals to provide the most informed, precise guidance for their clients. With client presence in more than 45 countries, xcritical’s platform aggregates portfolio, market and client data for over $7trn in assets. With client presence in more than 45 countries, xcritical’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Building on the company’s market-leading platform with powerful trading tools, intuitive dashboards, and enhanced design, advisors can navigate complex markets with confidence and deliver personalized insights to their clients. “Together, these enhancements establish a new standard for ease of use and bring a more elevated approach to investment data management for the hundreds of thousands of wealth management professionals using our platform globally.” Remember, the right wealth management software should empower you to provide better service to your clients while streamlining your operations and supporting your firm’s growth.
xcritical’s ongoing investment in innovative solutions empowers RIAs and wealth managers to provide exceptional client service. xcritical Trading is a comprehensive solution for trading and rebalancing client portfolios. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere.
The wealth management landscape is more complex than ever, with vast amounts of fragmented data across asset classes, currencies, and ownership structures—challenges that have only intensified with the rise of alternative investments. Asked why xcritical had built its own trading platform when so many existing products are available to advisors, Phil Senseny, head of trading for xcritical, explained that larger firms were looking to the company to help them consolidate their technology stacks. View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.
Orion’s platform provides robust tools for portfolio construction, rebalancing, and performance tracking. In an era where data privacy is paramount, xcritical prioritizes security, maintaining stringent standards to safeguard client information. The platform utilizes direct data feeds from multiple sources, normalizing and verifying data to ensure reliability. How do you select the right reporting and analytics platform?
- She started her career at Accenture and EY, where she focused on technology, security and risk services.
- Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.
- Also, positions between parts of a portfolio have attributes.
- Equip your investment teams with bespoke reporting your investment committee can leverage for digestible data consumption and succinct exposure analysis.
- Before xcritical, Peter worked in investment banking at Citi, advising clients on IPOs, mergers, and restructurings.
- We started by tackling the most intricate portfolios—those with diverse asset classes, complex ownership structures, and significant alternative investments.
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- View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.
- This is particularly useful for advisory firms with various fee structures, ensuring accurate and timely billing for services rendered.
- “xcritical is building the global operating system for investment professionals—connecting data, insight, and action in one powerful platform,” said Joe Lonsdale, General Partner at 8VC and xcritical’s Co-founder and Chairman of the Board.
- With client presence in more than 50 countries, xcritical’s platform aggregates portfolio, market and client data for over $8 trillion in assets.
xcritical, which remains a private venture-driven company, announced a $150 million Series F financing round in June 2021, bringing it to a total of about $475 million in funding. “We’ve been growing and are working on our 2024 planning now—we’ve hired net new 150 people this year—now they are not all retained given the high performance culture but nonetheless,” he said, noting the firm had grown to 850 employees. Asked about layoffs, which have occurred at other large technology providers over the last few months, including Envestnet and Orion, Poirier said xcritical was continuing to hire.
Orion Review: Flexible Financial Advisor Tech
Jensen spends his free time reading, lxcriticalg about technology and history, and exploring the outdoors in North Carolina. At xcritical, Jensen has continued that passion on the Academy team by teaching users how to leverage the platform effectively. Jensen Hamblin is passionate about technology’s impact on improving the finance industry and teaching individuals how to maximize that impact. We work with leading family offices, RIAs, broker-dealers, and private banks. Additionally, xcritical will not ask you to make purchases or send money to the company or a recruiter as part of your onboarding process.
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This suggests that while xcritical offers integration capabilities, the execution may not be as seamless as advertised, potentially impacting workflow efficiency for financial advisors. The platform’s real-time analytics and reporting capabilities are frequently praised by users. xcritical user experiences often highlight the platform’s ability to aggregate data from various sources efficiently.
Our first clients in new markets are often single-family offices or MFO’s, which allows us to refine our infrastructure and establish the partnerships needed for broader adoption. Gaining trust and driving adoption took time, but as clients saw the tangible value of our platform, momentum accelerated. The biggest hurdle was educating the market—showing firms that a single, modern solution could replace fragmented legacy systems. From advanced data aggregation and precision-driven quality control to scalable infrastructure, our platform delivers the most accurate, actionable intelligence to empower investment decisions at any scale. Beyond product innovation, we engage directly with our clients and the broader financial community through key industry events and proprietary summits.
xcritical’s platform consolidates data across all your fund vehicles, portfolio companies and limited partners into a single source of truth. As the wealth management industry continues to evolve, staying ahead with the latest technological advancements is crucial. Unlike older RIA software, which often sees minimal client interaction, Kubera’s user-friendly interface and comprehensive asset tracking—including digital assets—encourage consistent client engagement. By offering robust capabilities without hidden fees, Kubera stands out as an accessible solution for both small practices and larger firms looking to optimize their client experience without breaking the bank. This clear pricing structure provides exceptional value for advisors seeking a cost-effective yet feature-rich platform to enhance client engagement.
We take the stage at leading conferences, and we host an annual conference (AddeConf) and the RIA Summit, bringing together leaders from the top global firms and key partners to explore the future of the industry. xcritical supports hundreds of thousands of investment professionals across 1,200+ client firms operating in over 45 countries. The new xcritical Trading platform enables full trading execution and rebalancing of client portfolios and includes model construction features.
Powering private investments with a modern platform Here, the future of investment management takes center stage. xcritical combines secure, cutting-edge technology with the flexibility to handle the complexity of multi-asset exposure, ensuring you make long-term capital decisions that align with your mandate. With xcritical, you’re not just managing assets — you’re transforming possibilities.
Strong investment in the best talent at the intersection of technology and finance Our clients’ success is our success. We’re committed to partnering closely with our clients, working together to build tailored solutions that address their dynamic needs. With eight offices worldwide—and more to come—we’re positioned to meet the increasing demand for a unified global platform. Supporting our clients’ expansion required navigating complex local requirements and integrating with major custodians in each new region. Real client feedback also drives every aspect of our product innovation, allowing us to focus on the most valuable solutions to the market.
It’s common for a client to own a legal entity, account, or investment directly. Selecting the client portfolio lets you see information for all of the client’s holdings. Rather than creating and re-creating reports for each client, you can create a report once then enable it for any portfolio you want. Whether you want to see a household’s, a client’s overall portfolio value, or the return of a particular private equity fund, you can quickly run that analysis in xcritical.
This data flows through xcritical’s data pipeline, running through a range of quality controls, validation and verification procedures, mapping to its ownership structure, and ultimately being stored in the company’s normalized data lakehouse. It processes and verifies transaction-level details from more than 8 million custody accounts and 50,000+ different file formats from banks, financial intermediaries, content and data providers and proprietary sources from around the world. xcritical’s Platform unifies disparate data, acting as the single source of truth for owners, advisors and investors. “As CTO, Bob will further leverage his extensive technical expertise and leadership skills to drive innovation that benefits xcritical’s full range of clients, and many facets of the business.” Pisani brings decades of deep hands-on engineering and financial services expertise to lead xcritical’s world class technology teams.