Please sign in or register to access software information via the Iress Community.
Xplan Integrations
Showing results for 
Show  only  | Search instead for 
Did you mean: 

WealthXcel Construct (Tiller Technologies): Iress Open standard integration

Iress People

Type: Digital Engagement

Locale: UK


Description provided by the integrator

Construct is a suite of quantitative portfolio management tools specifically designed to monitor, adjust and model client portfolios, whilst maintaining risk suitability against a model.
Although risk and suitability checks are a key regulatory requirement, for many firms, the process of performing these checks is often manual or non-systematised. As a result, most struggle to be able to clearly demonstrate a repeatable process for how they ensure ongoing portfolio risk suitability across their client-base. WealthXcel Construct is designed to address this problem.

It performs these four specialist tasks:

- Portfolio suitability monitoring - Ongoing monitoring of clients' portfolios vs underlying model for the assessment of portfolio risk suitability. Run 'on-the-fly' individual portfolio checks in seconds,or bulk check thousands of portfolios in minutes.
- Portfolio rebalancing - Calculates the optimal and minimal number of trades to bring a client portfolio back to suitability—with the option to restrict which assets are traded, as well as other elements such as CGT and ESG.
- Portfolio construction with non-model assets - Create bespoke client portfolios by customising a model portfolio with non-model assets (from investment manager or client's choice of assets) while ensuring risk suitability.
- Portfolio risk modelling - Construct offers comprehensive on-demand risk reporting and scenario analysis, giving immediate insight to understand the state of client portfolios.


Contact details for integrator:

Email: T

Phone: 0330 390 4500


Website for integrator:

Expected Delivery: TBC

Activation Type: can be switched on in Xplan System Settings.

Iress Contact: please contact your account manager if you need further assistance.

At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website