SILVER WEALTH HARMONY

For leading-edge wealth technology platform owners seeking to deliver truly differentiated client experiences, Silver offers its ultra-scalable cloud-based Wealth Harmony solution, featuring the first-of-its-kind Unified Data foundation with essential third-party integrations and numerous plug-and-play applications.

Unlike competitive “all-in-one” or homegrown solutions, Wealth Harmony empowers investment firms and related service providers to quickly and cost-effectively grow their businesses by offering their own unique wealth technology platforms.

SILVER UNIFIED DATA

Today’s wealth management platforms require multiple shadow copies of your data leading to inefficient, inconsistent, and insecure systems. Silver’s Unified Data solution centralizes and normalizes your firm’s data for truly efficient, consistent, and secure technology platforms.

Unified Data is the essential wealth data solution for deeply integrated open platforms.

SILVER WEALTH APPLICATIONS

SILVER NEWS

September 2021 — Apex, the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a merger with Northern Star Investment Corp. II (NYSE: NSTB), has acquired Silver.  Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and made available as independent SaaS offerings…

June 2021 – Silver has fully released its 5-part video series — ‘Wealth Technology Viewpoints’ — through which well-known industry experts provide meaningful insights into the most significant challenges facing today’s WealthTech executives. The series is moderated by Lori Hardwick who engages with a panel of visionary consultants to interactively discuss their unique perspectives on the current and future states of wealth management technology…

February 2021 — Silver announced the additions of Jean Saladino and Patricia Neil to the team. In spite of the challenges brought on by the global pandemic over the past year, Silver experienced record-breaking growth in its cost basis and wealth technology client bases and is now expanding its leadership team to move the company to the next level…
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Silver Management Group of Companies
Phone: (800) 319-6865
Email: info@silvermanagement.com

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