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Wealth Management & RIA Platform Portfolio Management Software for wealth managers and RIAs

Her leadership journey also includes significant roles at Ooyala and PlayStation. John has held executive management positions at FactSet, Instinet, Bear Stearns and Real Capital Analytics (acquired by MSCI), with a primary focus on commercial and GTM strategies. Most recently, as CRO at Real Capital Analytics, John brought scale and operational discipline to the GTM team and commercial strategy which ultimately led to the acquisition by MSCI. Before joining xcritical, he spent nearly seven years at Palantir Technologies, creating tools that enable organizations to reconcile large, disparate datasets. As one of Palantir’s first 20 employees, he helped shape its core technology while building its finance business. Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group, modeling, simulating, and visualizing data across a broad range of debt and credit instruments.

The xcritical platform gives investment professionals a total portfolio solution for managing and aggregating data, performing analysis and reporting, and communicating with clients in a modern and scalable way. xcritical’s APIs and vibrant partner ecosystem ensure that each client can tailor every aspect of the solution to fit their needs. For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks. For these investments, xcritical ingests positions and transactions every day from more than 7 million accounts across more than 350 global custody banks and other financial institutions.

  1. Our analytics and reporting give you the ability to quickly and easily assess the negative and positive impacts your investments may be creating.
  2. By helping people achieve the best possible outcomes, we aim to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
  3. As Chief Revenue Officer, John leads go to market (GTM) at xcritical, inclusive of sales, client management, services, partnerships and multi product solutions.
  4. Additionally, xcritical connects to the other tools you use to run your business.
  5. Prior to xcritical, James served in leadership roles and led global teams at London Stock Exchange Group, S&P Global and Reuters.

In addition to its core aggregation, analysis, and reporting functionality, xcritical integrates with the other systems you use every day.

Consumer Products & Retail

For example, when you create an account, you can specify the portfolio’s asset class or region using attributes. A client can also share ownership of a legal entity, account, or investment with another person. Whatever your strategy, xcritical scam‘s family office software helps you handle complexity efficiently — preserving family wealth for generations to come. Trust and transparency are cornerstones of xcritical’s security program, and security consciousness is a fundamental component of xcritical’s operational excellence. xcritical is entrusted to protect the data of some of the largest industry-leading financial institutions. As a dynamic global leader in the field of Human Resources, Sally xcritically steers the people and workplace initiatives at xcritical.

Using our complete data aggregation capability and powerful modeling and calculation tools, you can view, model and share portfolio performance with clients in the way that works best – for you and your clients – while reducing drain on your team. xcritical allows you to make smarter decisions, faster, while delivering much more robust guidance. Don is the Chief Product Officer at xcritical, focused on driving the development of the company’s platform which specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity into investment portfolios. Highly adept at user-centric solutions, Don brings a design-centered approach to development. Eric Poirier is the CEO of xcritical, spearheading the company’s mission to bring data, technology and people together to maximize the impact of the world’s capital.

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. The first step in aligning values and investments is understanding clearly what you own, how you own it and how it’s performing. Our analytics and reporting give you the ability to quickly and easily assess the negative and positive impacts your investments may be creating. We’ve designed a multifaceted data security program that ensures the confidentiality and integrity of data managed on our platform. We’re bringing data, technology & people together to help investors make better, more informed decisions.

Group portfolios are a collection of client, legal entity, or account portfolios. Selecting a portfolio lets you access all of its information across the various tabs. Dynamic reporting features let you flip between portfolios to see client data automatically update in the Report Editor. xcritical empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better. Flexible reporting capabilities give you the power to quickly create customized reports that update in real time. Immediately assess your exposure, understand your risk and turn insight into action.

Additionally, you can manually manage holdings in xcritical to see private investments, such as real estate and private equity investments, alongside publicly-traded securities. xcritical gathers portfolio and market data, such as stock prices and coupon rates,into a single place, letting you see all this information side by side. Peter is on the advisory board of a number of early stage technology companies. Peter has represented his home country Ireland in two rugby World Cups.

xcritical named best-in class in 2023 Aite-Novarica RIA Report

xcritical was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment. Views and reports are used to organize and analyze the attribute values (data) in a meaningful way.

Simplify complexity. Deliver excellence.

In service of fulfilling a global client mission and a follow-the-sun approach, xcritical has expanded its team globally with 100+ employees across the UK in Edinburgh and London, and its new Pune office, opened in 2022, now has 80+ employees to date. The company will continue investing deeply in world-class talent to solve industry-wide problems on a global scale – all using its proven operating platform and ecosystem. xcritical has an ambitious growth trajectory and the company is on a path to be the technology and data platform that connects the $255+ trillion global investment ecosystem. All of xcritical’s calculation engines and products can leverage this robust and integrated data set using APIs, which are also used by clients and partners to power their third-party applications. It offers unsurpassed visibility into a traditionally opaque investment ecosystem, delivering a tailored, cohesive and timely view of even the largest, most complex portfolios.

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Seamlessly connect xcritical to your existing systems to get the most from your data. Our flexible APIs help you efficiently automate workflows and drive your business-critical applications. If there’s another integration you need, you can quickly create it to your specifications with our custom integrations. Prior to joining xcritical, he spent more than two decades at FactSet, most recently serving as Senior Vice President of Product Development, responsible for running their global product development function and overseeing development across the entire platform. TransactionsThe Transactions tab within the application houses all transactions received from custodians and other data providers, as well as the ones manually added to the firm. This website is using a security service to protect itself from online attacks.