Unified HRMS and Payroll
Unified HRMS and Payroll
Unified HRMS and Payroll
APIs powered platform for
APIs powered platform for
APIs powered platform for
Wealth Management
Wealth Management
Wealth Management
Our APIs enhance the wealth management experience by allowing you to access employee income and dependent data for personalized investment products
How it Works
How it Works
How it Works
Seamless
Seamless
Client Integration
Client Integration
Enhance client engagement efficiently with streamlined dashboard invitations that simplify the entire onboarding process for optimized client interaction
Data-Driven
Data-Driven
HR Collaboration
HR Collaboration
Facilitate seamless synchronization of employee data between HR professionals and systems, enabling real-time updates and full data integration
Empowered Employee
Empowered Employee
Financial Planning
Financial Planning
Employees receive personalized financial recommendations based on integrated HRMS data, tailored to their financial strategies
Continuous
Continuous
Data Sync
Data Sync
Automatically update employee profiles with continuous data synchronization, reflecting changes in salary, dependents, and investment details for precise financial planning
Key Benefits of Our Wealth Management Operating System
Tartan's Wealth Management Operating System is distinctively engineered to enhance financial management with innovative automation, comprehensive data integration, and superior security protocols tailored for dynamic wealth management.
Distribution
Promotes the adoption of wealth management products among employees through corporate channels
Product Innovation
Crafts tailored wealth and retirement solutions based on personal and professional details
Adoptions
Encourages wealth management and retirement planning in underrepresented demographic segments
Scalable Technology Solutions
Offers a customizable and adaptable platform to meet diverse wealth management needs
🚀 Go live in 4 hours
🥳 No-code Workflows
Ready to take your
business to the next level
Ready to take
your business
to the next level
Ready to take your business to the next level
Get in touch with us
Empowering businesses with API-enabled solutions to build next-generation products.
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©2024 TartanHQ Inc.
Empowering businesses with API-enabled solutions to build next-generation products.
Subscribe to get an update :
©2024 TartanHQ Inc.
Empowering businesses with API-enabled solutions to build next-generation products.
Subscribe to get an update :
©2024 TartanHQ Inc.
Corporate Banking Workflow Enhancement
Tartan’s Corporate Banking Operating System enhances every aspect of corporate banking, offering streamlined onboarding, centralized management, and seamless HRMS integration for corporates
Distribution
Promotes the adoption of wealth management products among employees through corporate channels
Product Innovation
Crafts tailored wealth and retirement solutions based on personal and professional details
Adoptions
Encourages wealth management and retirement planning in underrepresented demographic segments
Scalable Technology Solutions
Offers a customizable and adaptable platform to meet diverse wealth management needs
Client Management
for Brokers
Client Integration
Seamless
Initiate client engagements through streamlined dashboard invitations, optimizing the onboarding process efficiently
Client HR
Dashboard
HR Collaboration
Data-Driven
Engage HR professionals to synchronize employee data seamlessly, enabling real-time updates and comprehensive data integration
Insurer
Dashboard
Financial Planning
Empowered Employee
Employees receive tailored financial recommendations, leveraging integrated HRMS data for personalized financial strategies
Health Benefits
Access to Employee
Data Sync
Continuous
Automatically update employee profiles with continuous data synchronization, reflecting changes in salary, dependents, and investment details for precise financial planning