Infrastructure for assets, not just transactions.
Wealth platforms need more than a payment processor. They need custody accounting, multi-asset settlement, complex fee structures, and audit-ready regulatory reporting. Techvica handles the financial plumbing so you focus on investment products and client relationships.
$2.1B+
in AUM managed on Techvica's wealth infrastructure
T+0
settlement available for eligible asset classes
100%
reconciliation accuracy across tracked deployments
MiFID II
native compliance, automated reporting
Payment infrastructure was built for simple transactions. Wealth management is not simple.
Standard BaaS platforms handle payments. Wealth management requires custody accounting, portfolio valuation, complex fee structures, corporate action processing, and granular regulatory reporting - none of which a payment API provides.
Techvica's wealth infrastructure module was designed from first principles for asset management. Not retrofitted from a payments API.
Settlement matrix
Built for asset managers, not just payment processors.
Multi-asset custody ledger
Hold equities, fixed income, alternatives, and cash in a single, unified ledger. Real-time valuations, positions, and P&L - no overnight batch.
Complex fee engine
Tiered AUM fees, performance fees with high watermarks, hurdle rates, and custom billing schedules. Configured per client, per mandate.
T+0 and T+2 settlement
Support for same-day and next-day settlement across asset classes. Automated fail management and settlement reporting.
Tax lot tracking
FIFO, LIFO, and specific identification tax lot tracking. Capital gains harvesting support and wash sale detection.
Corporate actions processing
Automated dividend, interest, and corporate action processing. Entitlement calculations, notifications, and instructing - handled end-to-end.
MiFID II & COBS reporting
Pre-built regulatory reporting templates for MiFID II, COBS, and AIFMD requirements. Transaction reporting, best execution records, and client disclosures.
Every report your compliance team needs, automated.
Wealth managers operate under layers of reporting requirements. Techvica generates, structures, and delivers all of them - automatically, from the underlying transaction data.
Talk to a compliance architectAutomated reports
Trusted by wealth platforms managing $2.1B+ in assets.
Our wealth infrastructure customers range from boutique independent wealth managers to multi-jurisdictional advisory firms with complex regulatory footprints.
Crescendo Wealth
Multi-asset platform, $780M AUM
Argent Advisory
Discretionary wealth management, 12 jurisdictions
Clearfield Capital
Alternative investments and family office services
Security certifications your clients and custodians demand.
Wealth management clients expect institutional-grade security. Techvica is certified to the standards your clients, counterparties, and regulators require - with custom data residency available across all major jurisdictions.
View full security overviewConnect investment workflows to the platform
Ledger Core
See the financial record layer that underpins balance, settlement, and reporting flows.
Analytics & Reporting
Review how reporting and operational visibility can support wealth operations.
Security & Compliance
Review the trust and governance context for regulated wealth products.