Feature · what this software actually does
TWR / MWR calculation
Time-weighted and money-weighted returns at sleeve, account, and household; flows handled to GIPS standard.
automatedRuns unattended; humans handle exceptions.
Vendors that ship this
Leaders
- Addepar
- Orion Advisor Tech
Adjacent
- Envestnet Tamarac
- Black Diamond
- First Rate
Build vs buy verdict
buy
Engines are commoditized; the differentiation is in flow handling and the alts/private-investment edge cases.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- TWR/MWR + attribution calcmonthlyTime- and money-weighted returns at sleeve, account, and household; attribution by allocation and selection.
Most relevant for
- HNW
- UHNW
- Family Office
- Institutional / Endowment
Test yourself · topic quizGeneral
Multiple-choice — different from any drill above.
Or play and read