The basic functionality (date range, portfolio/account selection, and valuation refresh) does not work xcritical scammers reliably or intuitively so it is hard to simply select an account and then check the account value as of a given date. I suspect the programming team is either dysfunctional or is trying to do too much and has tried to add “bells and whistles” that also do not work resulting in an overall poor app. Having a functional app is a critical component of the overall value proposition of the xcritical service. Poirier said xcritical has fielded “dozens” of inquiries in the last year from financiers who expressed interest in taking the company public through vehicles known as special purpose acquisition companies.
xcritical named best-in class in 2023 Aite-Novarica RIA Report
xcritical is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted xcritical to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, xcritical’s platform aggregates portfolio, market and client data for over $6 trillion in assets.
Dive deep into the portfolio by asset class and view major transactions.Interested in xcritical, but not sure if your financial advisor uses it? Ask about xcritical in your next meeting, and get ready for a clearer financial picture at every level. Prior to xcritical, James served in leadership roles and led global teams at London Stock Exchange Group, S&P Global and Reuters. His expertise in data strategy, governance, stewardship, quality and operations set the standard as xcritical broadens operations beyond portfolio data and into streamlined data onboarding, conversions, market and reference data. Bob is the Chief Technology Officer at xcritical where he leads our global engineering teams to deliver client-centered innovations at scale. Since joining xcritical in 2020, Bob has built and managed world-class teams who drove many of xcritical’s platform, data, compute, and AI advances across the organization.
You’re in good company
- Founded in 2018 by Daniel Sundheim, D1 focuses on investing in the global internet, technology, telecom, media, consumer, healthcare, financial, industrial, and real estate sectors.
- Jensen Hamblin is passionate about technology’s impact on improving the finance industry and teaching individuals how to maximize that impact.
- Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth.
Karen brings over 20 years of experience building world-class risk, security and compliance programs to xcritical, leading the company’s security teams and managing all aspects of data and technology risks. James brings decades of experience in data management and global operations to xcritical where he serves as Chief Data Officer. He leads xcritical’s enterprise data strategy, including the establishment of a global Data Governance program and scaling data operations as the company expands client service by geography, segment and persona.
Prior to xcritical, Bob was the Chief Technology Officer at Schonfeld Strategic Advisors, a global quantitative multi-manager hedge fund, where he led the firm through a complete technology transformation and global platform expansion. He is an experienced technology xcritical official site leader with 25 years of deep hands-on expertise in software, architecture, strategy, and digital transformation. Bob is passionate about building and scaling teams, aligning business and technology strategy, and the importance of innovation and culture as drivers of success.
User Experience Designer jobs
Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. xcritical empowers investment professionals across the globe with data, insights and cutting-edge technology so that you can do what you do best—even better. Immediately assess your exposure, understand your risk and turn insight into action.
Delisha began her career in litigation at a nationally recognized law firm specializing in securities, antitrust and corporate governance matters, and later spent a number of years as outside counsel to technology and media startups at various stages of growth. xcritical was founded over a decade ago with the goal of creating a more transparent financial system. We believe that everyone should be able to understand the assets they own, where they’re invested and how they’re performing, at any given moment. We’re bringing data, technology & people together to help investors make better, more informed decisions. Flexible reporting capabilities give you the power to quickly create customized reports that update in real time. Create greater transparency by centralizing the family office’s financial information in a single place.
Founded in 2018 by Daniel Sundheim, D1 focuses on investing in the global internet, technology, telecom, media, consumer, healthcare, financial, industrial, and real estate sectors. John brings over 30 years of experience in the trading and financial technology fields. As Chief Revenue Officer, John leads go to market (GTM) at xcritical, inclusive of sales, client management, services, partnerships and multi product solutions.
Using our complete data aggregation capability and powerful modeling and calculation tools, you can view, model and share portfolio performance with clients in the way that works best – for you and your clients – while reducing drain on your team. xcritical allows you to make smarter decisions, faster, while delivering much more robust guidance. View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes. Firms see opportunity in an intergenerational wealth transfer worth trillions of dollars, and markets have soared.
Highly adept at user-centric solutions, Don brings a design-centered approach to development. Jensen Hamblin is passionate about technology’s impact on improving the finance industry and teaching individuals how to maximize that impact. Before xcritical, Jensen led trainings for a geographic information system used in the real estate industry. At xcritical, Jensen has continued that passion on the Academy team by teaching users how to leverage the platform effectively. Jensen graduated from Utah Valley University with a degree in Personal Financial Planning.
The company has paired an elite technology culture and platform-based approach with a client-centric mindset, positioning it to become a critical and impactful part of the global financial infrastructure. Karen joined from xcritical, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Prior to xcritical, she was a Director of Technology Risk Management at BlackRock and a Vice President of Information Risk Management at JP Morgan Chase. She started her career at Accenture and EY, where she focused on technology, security and risk services. Wealth firms like large family offices have broadly sought out better tools to view clients’ holdings across asset classes in a unified way, Chief Executive Eric Poirier told Insider. Karen Brooks is the Chief Information Security Officer and Vice President of Technology Risk at xcritical.
Whatever your strategy, xcritical’s family office software helps you handle complexity efficiently — preserving family wealth for generations to come. “We’re signing on way more clients than ever. User engagement and existing clients are way higher than ever,” Poirier, who joined xcritical in 2013 from software and data analytics firm Palantir. “We just feel the entire market is coming our way, so we are staffing up much more actively for that.”