Capital Markets & Wealth Management
Trade lifecycle, portfolio analytics, and regulatory compliance for investment firms and broker-dealers.
Capital markets firms and wealth managers face mounting pressure from algorithmic trading, passive investment growth, and technology-native competitors. La Plata Technologies serves investment banks, asset managers, broker-dealers, and wealth management firms with technology solutions spanning trade lifecycle management, portfolio analytics, and client experience transformation.
Solutions We Offer
- Trade lifecycle management and post-trade optimization
- Portfolio management system modernization
- Regulatory reporting automation (MiFID II, Dodd-Frank, Basel III)
- Client portal and digital wealth platform development
- Wealth analytics and financial planning tools
- Risk management systems and model validation
- ESG integration in investment platforms
Technologies & Platforms
OMS/EMS
Charles River • Advent Geneva • SS&C Eze
Risk
Axioma • Moody's Analytics • FactSet
Data
Bloomberg • Refinitiv • Snowflake • Databricks
Reporting
Oracle OFSAA • Wolters Kluwer