Silver Bridge has launched IntelliGen, a proprietary information management system dealing with the private wealth and legacy needs of individuals, multi-generational families, family offices and their advisors.  

As well as a technology and reporting platform, the new system is the foundation for the Silver Bridge business infrastructure that supports decision-making, the firm said. It also provides clients with features such as a holistic view of their network.

The wealth management firm has been using the software for a number of years, but is now making an enhanced and customizable version available to clients.

The platform aggregates disparate data and integrates functions and applications such as portfolio management, tax and accounting, and administrative services, as well as generating consolidated investment reporting with inbuilt security and quality controls. “The front-end interface includes a personalized portal, MyBridge, specially designed for each client so that all relevant and critical information, analytical tools, communication mediums, and a host of other features are readily available,” according to Silver Bridge.   

“[IntelliGen] allows clients to better assess their financial health, the performance of their managers and advisors and to make well-informed decisions that will protect and preserve their wealth for future generations,” said Stephen Prostano, the firm’s chief executive. 

This latest launch follows the rolling out of Silver Bridge Technology Development Center in 2010, which the firm said addressed client challenges such as business continuity and disaster recovery capabilities

Silver Bridge has around $3 billion in assets under advisement and offices in Boston, Massachusetts; Greenville, Denver; and Redwood City, California.

To view a recent interview with Prostano on topics including investment in educational services and technology, click here.