INFRASTRUCTURE
Global
infrastructure
At the core of our services is our robust and secure global infrastructure. We utilize both proprietary as well as leading third-party solutions, integrated and configured to help our clients receive a higher level of service and security.
Our infrastructure provides a strategic framework that enables us to meet our clients’ objectives and provide our clients with peace of mind. By combining regulatory compliance, technological innovation, and a commitment to security, we stand as a trusted partner for families and institutions.
Key relationships
Pershing, a BNY Mellon company, is a leading custodian and clearing partner, providing secure, institutional-grade custody, trade execution, and operational infrastructure for our clients’ investment accounts.
Addepar is a key strategic vendor as a foundational platform in our technology ecosystem, powering portfolio consolidation, advanced analytics, performance reporting, while seamlessly feeding both proprietary and third party applications across our infrastructure providing our clients a personalized, clear and comprehensive view of their wealth.
We are members of PartnersFinancial, NFPs network of independent life insurance agencies and agents. NFP is a global insurance, benefits, and wealth management firm that is part of American International Group (AIG).
It is a key strategic relationship that enhances our offering with access to specialized insurance solutions with in tailored strategies for individuals and businesses, integrating seamlessly into our life insurance agency approach.
Salesforce is a key technology platform that serves not only as our centralized CRM, but also as a middle-office solution —streamlining client engagement, sales, marketing, and operational workflows through secure, automated, and data-driven processes.
Proprietary technology
We leverage our proprietary technology platform, which is designed to streamline operations, support decision‑making, and deliver timely, relevant insights to our clients. Our custom-built platforms are designed to offer transparency, efficiency, and a better user experience, allowing clients to manage their investments effectively.
We integrate proprietary solutions with reliable external technologies to create a solid system architecture.
Experience the power of technology built
exclusively for your investment success.
Powering Wealth Through Purpose-Built Technology
A comprehensive end-to-end wealth data management platform, enabling clients to access to their consolidated networth and reporting, in a simple, digital and highly secure way.
A Secure Cross-border Gateway to U.S. Financial Market
Financial products marketplace in USA, as a cross-border digital and secure platform, for Latin American clients.
A Smarter Way to
Follow your Investment
in Domum Funds
Web and app platform for investors in Domum Real Estate funds, which is used to track the performance of their investment in the fund.
Built for scalable support around trade execution and post-execution reporting
and clearing
Heart provides our traders with key front-end tools and data to maximize our use of third-party execution and trade reporting platforms and is our core post-execution platform to assure seamless workflows through settlements. Designed to scale, it also provides customized client allocations, ongoing settlements monitoring, and robust client trade reporting, ongoing settlements monitoring, ensuring efficient, controlled and intelligent sales and trading workflows.
Technology for
Scalable Portfolio
Management
Platform for professional-grade portfolio construction, monitoring, and supervision. The system integrates risk profiling, portfolio diagnostics, macro views, model portfolio management, real-time risk/performance oversight, and block trade order generation for efficient rebalancing.
Capabilities
Broker dealer
Bulltick, LLC is our SEC-registered, FINRA member full service broker dealer providing access to global markets, offering tailored investment solutions that meet the complex needs of our clients. Our capability spans a wide range of asset classes, enabling us to deliver diversified strategies with precision and agility.
Registered
investment advisor (RIA)
Bulltick Wealth Management LLC is an SEC registered investment advisor, serving high net worth clients and their families in protecting, investing, managing their wealth.
Insurance agency
Bulltick Insurance Agency, LLC, as a licensed insurance agency and NFP member, offers a wide range of life insurance solutions to complement our clients’ financial strategies and wealth planning goals. We work closely with leading providers to design customized plans that protect what matters most to our clients.
Multidisciplinary cybersecurity team
In today’s digital landscape, protecting client data and assets is a top priority. We have invested in advanced cybersecurity measures to safeguard every aspect of our operations. From encrypted communications to multi-layered security protocols, our infrastructure is built to withstand evolving threats.
Compliance
We prioritize regulatory adherence and ethical practices. Our in-house compliance team ensures that all our activities align with the rigorous standards set by regulatory bodies. Through regular audits and proactive risk management, we are committed to our ethical practices, ensuring clients are always informed and confident in the strategies we implement. This commitment not only reinforces our credibility but also protects our clients’ interest at every step of their financial journey.
Operations support
Our operations are the backbone of our services, ensuring processes run efficiently and smoothly to our clients, while maintaining high levels of compliance. Our operations team is committed to deliver timely, transparent and well-managed services to clients.