WealthSmart
Onboard clients faster and more efficiently with WealthSmart, a single, integrated, and connected solution built for private banks, custodian banks, broker-dealers, and trust banks. Enhance, automate, and simplify complex order workflows across asset classes, all on a single screen.
Driving Productivity for Private Banks, Custodian Banks, Broker-Dealers, and Trust Banks
WealthSmart is a premier, purpose-built solution, leveraging technology that has empowered the world’s most sophisticated investors across asset classes and geographies for decades. WealthSmart is a global, multi-asset class SaaS platform with connections to an extensive network of brokers & banks, award-winning SaaS infrastructure, and a proprietary FIX network that connects financial institutions globally.
Download the WealthSmart Product Sheet 2026
Complete the form to download the full product sheet.
A Single, Integrated Solution for Private Banks, Custodian Banks, Broker-Dealers, and Trust Banks
WealthSmart provides private banks, custodian banks, broker-dealers, and trust banks access to the entire liquidity landscape through an institutional-grade web-based platform that can be white-labeled and distributed to your clients.
Multi-Asset
Invest across asset classes and workflows from a single login.
Enhance Relationships
Empower users with tools to aggregate, rebalance, and trade from positions on TS Imagine’s web platform.
Architecture
Global, multi-asset class solutions provide unique and highly scalable functionality across the investment lifecycle from inception.
Configurable
Enhance workflows with flexible API integration.
Data
Rely on our team of data scientists and analysts to manage your data while you focus on generating alpha and maximizing returns.
Support
Local, consultative account management and global support teams provide a high-touch client experience for TS Imagine users.
WealthSmart Platform Overview
Level the Playing Field with Data
TS Imagine’s powerful data management differentiates the most successful investors, empowering traders to quickly combine knowledge and expertise with data-driven insights. Explore the possibilities.
- Faster time to insights
- More effective trading decisions
- Cost improvement
- Increased operational efficiency
Imagine the Possibilities
Request a demo from one of our WealthSmart experts.