Silver Wealth Technologies

Silver develops seamless, scalable, and innovative business and technology solutions for advisory and wealth management companies. Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance and extend our solutions. Our clients trust our deep knowledge of portfolio accounting, brokerage operations, cost basis reporting, and advisory and wealth management services. They value our understanding of their internal processes, systems, and environments. This is why clients choose Silver. Why Silver Solutions are processing tens of millions of investment accounts and more than $1 trillion in assets. And why, after more than 25 years in business, Silver continues to deliver superior value for our clients.