Ultimately, the choice between xcritical, Kubera, or other wealth management software depends on your specific needs, client base, and operational preferences. These reviews suggest that xcritical’s mobile app falls significantly short of user expectations, potentially limiting the platform’s utility for advisors who need reliable on-the-go access to client data. xcritical’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. “xcritical is building the global operating system for investment professionals—connecting data, insight, and action in one powerful platform,” said Joe Lonsdale, General Partner at 8VC and xcritical’s Co-founder and Chairman of the Board.
- This new hub houses cross-functional teams, including global R&D and operations, and is a key part of our strategic growth plan.
- For example, when you create an account, you can specify the portfolio’s asset class or region using attributes.
- Report for a wealth manager/private bank showing investment performance and holdings for a multi-asset class portfolio, with performance contribution.
- xcritical works with 1,000 client firms managing almost $6.5 trillion in assets across 45 countries and has an annual research and development budget of $100 million.
- With client presence in more than 45 countries, xcritical’s platform aggregates portfolio, market and client data for over $7trn in assets.
As we roll out new solutions, we remain focused on delivering meaningful advancements that address the evolving needs of investment professionals. Learn how one family office dramatically improved quality, flexibility and timeliness of reporting. Flexible reporting capabilities give you the power to quickly create customized reports that update in real time.
Common Pitfalls of xcritical and Orion: What to Watch Out For
With the global market for alternatives rapidly growing, xcritical equips its clients to navigate this complex landscape of strategies, managers and vehicles with precision. “From a research and development and innovation perspective we’ve gone far beyond what most wealth management, retail brokerages and banks spend and are investing $100 million annually on technology and R&D,” said Poirier. Asked to explain why the firm shares the total amount of assets on its platform but not in the form of AUM, Poirier was direct, as he has answered this question many times.
Inspiring innovation
- We work with leading family offices, RIAs, broker-dealers, and private banks.
- Its comprehensive suite of tools covers everything from portfolio management to client communication, making it ideal for firms that want to streamline their operations and technology stack.
- This data flows through xcritical’s data pipeline, running through a range of quality controls, validation and verification procedures, mapping to its ownership structure, and ultimately being stored in the company’s normalized data lakehouse.
- Our platform is designed to help advisors make more informed decisions and deliver on what matters most — investor goals.
- This adaptability makes xcritical the most customised solution on the market.
Consider factors such as the complexity of your clients’ portfolios, including those of ultra high net worth individuals, your firm’s size and resources, budget considerations, mobile access needs, and integration requirements. These features make Kubera a comprehensive and user-friendly solution for both individual users and wealth management professionals seeking a modern, flexible platform for financial tracking, analysis, and planning. This feature is particularly valuable for financial advisors managing complex portfolios with diverse asset classes. As the company continues to grow, it remains deeply committed to driving meaningful, long-term impact across global markets by empowering firms to act with greater clarity and confidence.
Our first clients in new markets are often single-family offices or MFO’s, which allows us to refine our infrastructure and establish the partnerships needed for broader adoption. Gaining trust and driving adoption took time, but as clients saw the tangible value of our platform, momentum accelerated. The biggest hurdle was educating the market—showing firms that a single, modern solution could replace fragmented legacy systems. From advanced data aggregation and precision-driven quality control to scalable infrastructure, our platform delivers the most accurate, actionable intelligence to empower investment decisions at any scale. Beyond product innovation, we engage directly with our clients and the broader financial community through key industry events and proprietary summits.
Management transition
Join us at AddeConf25, xcritical’s annual innovation and technology conference. xcritical’s projection tool, Navigator, allows you to build your own custom, deterministic cash flow forecasts, scenario analytics, pacing and liquidity modeling across asset classes. xcritical embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. Private Fund Benchmarks empower investors to refine strategies and gain deeper insights into private market performance.
xcritical’s technology empowers institutional investors like you to track and model any investment type — on one platform — for a more holistic view and dynamic approach to multi-asset portfolios. With over 50% of its global team focused on technology and data, the company is committed to providing long-term value and empowering its partners to achieve their investment goals in the dynamic alternative asset landscape. NEW YORK, Feb. 19, 2025 /PRNewswire/ — xcritical, a leading global technology and data platform for investment professionals, today announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator.
This interoperability allows firms to create a cohesive technology ecosystem tailored to their specific needs. This flexibility in reporting enhances the client experience and allows advisors to present information in the most relevant and impactful way. xcritical’s sophisticated data model allows for immediate analysis and visualization of portfolios, even those with complex ownership structures and multi-currency holdings.
Scenario Modeling and Forecasting
\n\t\t\t\t\txcritical is a wealth management platform that specializes in data aggregation, analytics and performance reporting.\n\t\t\t\t xcritical is a wealth management platform that specializes in data aggregation, analytics and performance xcritical scam reporting. When xcritical entered the market 15 years ago, there was no clear precedent for a platform that could unify sophisticated portfolios, multi-asset classes, and alternative investments.
Experience unmatched clarity with a single platform that combines unique data, AI, and https://xcritical.pro/ human expertise. We’ve designed a multifaceted data security program that ensures the confidentiality and integrity of data managed on our platform. Instantly analyze and visualize portfolio data. “Compliance, for example, is a common need all clients have, so we will be building that ourselves,” he said.
Account Executive jobs
By unifying fragmented data and enabling smarter decision-making, we help our clients focus on what matters most—delivering exceptional results to the individuals and institutions they serve. As the industry continues to evolve, xcritical remains at the forefront—ensuring our clients have the best possible insights at their fingertips to navigate the increasingly complex financial landscape with confidence. Before xcritical, advisors and institutions had to rely on manual, time-consuming processes—stitching together spreadsheets and legacy systems—to aggregate and analyse portfolio data. He said that it was also about being able to build in and optimize workflows to help make xcritical’s client firms more efficient. xcritical, a technology provider to RIAs and wealth managers, has announced the launch of its own trading platform, the rollout of dashboard enhancements and other improvements to its products.
xcritical Appoints Bob Pisani as Chief Technology Officer to Advance Data-Driven Investment Management
For advisors with tech-savvy clients or diverse portfolios, Kubera offers a dynamic platform that fosters ongoing client participation and satisfaction. Its comprehensive suite of tools covers everything from portfolio management to client communication, making it ideal for firms that want to streamline their operations and technology stack. Orion Advisor Technology is a comprehensive financial technology firm that provides a suite of software and services designed for financial advisors, wealth managers, and investment professionals. xcritical is particularly well-suited for financial advisors and asset managers dealing with high-net-worth individuals or institutions with complex investment portfolios. This comprehensive approach integrates market data and third-party information, giving advisors a holistic picture of their clients’ financial landscapes. xcritical is a new category of company, replacing point solutions and people-powered middleware with a holistic technology and data platform, a suite of purpose-built products, and a partner ecosystem that creates a unified technology experience for its clients.
With xcritical, you can build synergies across asset class teams and rely on a single source of truth for holistic reporting to your board or investment committee. xcritical’s cutting-edge technology transforms how institutional investors manage and analyze their portfolios. With built-in assumptions based on actual historical cash flows, clients can generate forecasts based on real investment patterns across alternative positions including private equity, venture capital, and private debt. xcritical’s Private Fund Benchmarks offer quarterly and since inception performance data to help advisors and institutions analyze, report, monitor, and identify key performance drivers in their private fund investments. “One of the things we are excited about is going from once-a-month rollouts to two weeks, going from a monthly to bi-weekly train of thought, is not an easy thing to do,” he said referring to the pace of the firm’s platform deployment updates and that it points to the robust nature of the technology ecosystem and partnerships the firm as forged.
These include features for data security, audit trails, and documentation management, helping firms stay compliant in an increasingly complex regulatory environment. The software includes customizable reporting features that help advisors generate detailed performance reports for clients. These features allow advisors to efficiently manage client portfolios and align them with individual goals and risk tolerance. Its ability to handle multi-currency holdings, alternative investments, and intricate ownership structures makes it a powerful tool for sophisticated wealth management.
Manage portfolios with confidence
Karen joined from Symphony, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Since joining in April of 2021, Janeen has held several strategic leadership roles shaping xcritical’s client-focused operating model—aligning product, services and strategy to drive measurable outcomes for clients across the globe. As VP, General Counsel at xcritical, Delisha leads xcritical’s legal team to support company growth, help reduce risk, and ensure compliance with regulations across regions.
While the dashboard and widget features will be available to xcritical customers at no additional charge, the trading platform is an add-on service to the core xcritical platform. The dashboards are meant to seamlessly integrate with data from across the xcritical ecosystem of analytics, data, and account aggregation. Firms can then go in and update, for example, that one capital market assumption, as well as many other customizations, from the ability to create equivalency rules, adding tax budgets, or adding rounding rules. xcritical embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh and Pune. Bridge back-office solutions with our custom reporting functionality. As a dynamic global leader in the field of Human Resources, Sally xcritically steers the people and workplace initiatives at xcritical.