additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......

Client type

• Asset Managers
• Bank Wealth Managers
• Financial Advisors

Relevant Regions

• Eastern Europe
• North America
• Western Europe

Croesus Central is a solution that brings together modelling, automated rebalancing, and compliance management. This new product is characterised by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks. The following are some of the many benefits of......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• North America
• Western Europe

Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs. Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• North America
• Western Europe

OLYMPIC Banking System helps you streamline and digitise complex processes from front to back office, unlocking your institution’s full growth potential. The solution covers for instance payments and remittances, loans and mortgages, savings and deposits as well as all required regulatory requirements....

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

The solution:  Enables the management of investment strategies and model portfolios Provides access to investment stories, themes and ideas Allows generation of investment proposals, suitability checks and systematic monitoring of portfolio restrictions Provides aggregated performance and risk reports across all clients Assist with reconciliation tasks The platform is web-based and is already connected to over 70......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Middle East
• Western Europe

Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by  extensive tools to scale and automate investment and client engagement workflows.  Jacobi......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

As part of ObjectwayPlatform, Advisor Compensation & Audit is the revenue and compensation engine to manage relations with sales force and intermediaries concerning pay-in & pay-out calculation, fees, commissions and incentives. The application includes monitoring and interception of potential irregularities in sales organisation that could bring operational risks, financial losses and......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Caribbean
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

As part of ObjectwayPlatform, the Mutual Fund Administration process covers all back-office needs of a fund manager or outsourcer, through the accounting of mutual funds, share price calculation (Net Asset Value), control of regulatory constraints and fund rules. It also manages investment fund participation (Transfer Agency) with maximum flexibility in compliance......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Caribbean
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Caribbean
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Huge opportunities exist for small or scaling companies to take advantage of new and highly skilled software engineering resource pools in low-cost locations. However, major barriers and logistical challenges exist for companies without dedicated technology management teams or those which lack experience or the necessary bandwidth to source and manage remote......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• Oceania
• Western Europe

Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......

Client type

• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Eastern Europe
• Western Europe

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

At Raise Partner, we believe that financial advisors have a central role to play in this regard, by effectively steering their investments and those of their clients towards greener assets. To achieve this goal, however, they still face a number of challenges: increased and not sufficiently precise regulatory requirements, increasingly abundant......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

Cloud-Based Investment Library Get access to over 100,000 public funds, ETFs, equities and indices. Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team. Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings. Performance......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• North America
• Oceania
• Western Europe

The platform takes care of all the back end technology, infrastructure and processes to run the next generation of digital investment and retirement products, allowing you to focus on building the best customer experiences and attracting more assets. Our platform significantly reduces operational time and costs through extensive automation and......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Western Europe

7IM Platform in numbers (31 May 2022) GB£14.2 billion AUM 36,679 clients 2,033 advisers Easy to do business with Superior service and convenience are always priorities for us, so you can tailor the platform to the way you want to do business. Our platform streamlines your admin, connecting to all leading back-office and data services, allowing......

relevant regions

• Western Europe

What are the benefits? Flexibility and scalability allow you to control your implementation. Cloud Management Scalability Improved Access User Experience No Migration SharePoint Reporting and Workflow Single sign-on ...

relevant regions

• Western Europe

additiv Wealth Robo Advisor are based on the DFS Wealth Platform, and they provide the wealth management industry with a compelling solution to serve their clients with a self-service wealth accumulation and/or wealth decumulation solution. Use cases include the entry into new client segments or markets in a cost-efficient manner or......

relevant regions

• Asia
• Western Europe

Why do leading investment advisors choose Adhesion? Because as an RIA-focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model. The Adhesion advantage Command and control your practice Set your clients’ investment strategy. Access leading vehicles, managers & strategists. Manage by exception with filters & alerts. Sophisticated......

relevant regions

• North America

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Simplify portfolio accounting and reporting In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Invesment......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Data Integration AdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information. Not just data; Action Calls to action not only point out client needs but help guide......

relevant regions

• North America

Praemium’s advice solution Plum software and service has automated end to end processes and reduced data input giving you less time on administration, increased efficiency & better service for your clients. Plum Software gives you more time to focus on what really matters to your business. Practice management Plum is part of the......

AdviserNET delivers time-saving, business enhancing features like electronic applications, online transactions, customised client portfolios, an online share trading facility, profile modelling, client account summaries and up-to-date research. These features all help you to focus on what matters most – getting results for your clients and for your business. AdviserNET is Australia's......

relevant regions

• Oceania

Advisor Our advisor experience allows advisors to manage and grow their book of business in one place. Key features Advisor dashboard 1-Click Reviews® Portfolio & performance reporting Financial planning Proposal generation Insurance Trading & model management Customer relationship management Digital onboarding Document management Workflows Alerts Activity management Fee billing WealthGuide Client Our client experience lets advisors’ clients see integrated, holistic views of their complete financial lives through a simplified......

relevant regions

• North America

Launch a web-based advisory service that automates account onboarding, reduces client-servicing costs, and provides 24/7 access with Advisor ConnexionTM. Customize a mix of online and in-person advice, allow clients to perform tasks online, and even set up a self-directed, advised offering through this modular suite of services. With Advisor Connexion, you have......

Optimize everything you do The tech stack you need to maximize and deliver your firm's unique value proposition. Elevate the client experience Provide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently. Simplify wherever possible Automate complex workflows across the entire relationship life cycle, from account......

relevant regions

• North America

AdvisorEnterprise is a comprehensive asset management platform, delivering third-party or advisor-built and advisor-managed solutions....

Our advisor dashboard, AdvisorEXP, offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get this with a single data source, making it the ideal solution for managing and expanding your business. Our platform is built on years of industry knowledge and hands-on......

relevant regions

• North America

View and analyze the information you need to provide appropriate client advice with a few clicks. Oversee activity at your firm and access key data to customize services to the unique needs of your business. Pass on paperwork and tedious tasks, so you can refocus your energy on what matters most -......

Advice Online allows you to advise your clients consistently and with the highest quality possible. You can create the required documents for yourself and the custodian more efficiently than before. Advice Only grants you more time to take care of your customers even more intensively and to cement relations....

relevant regions

• Western Europe

Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are......

A dedicated intermediated platform We’re totally focused on serving intermediaries like you – not competing with you. Working in partnership, we provide products and services to help you create financial planning solutions to get your clients closer to their financial goals. Market leading integration We work closely with leading suppliers of adviser software......

relevant regions

• Western Europe

The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process, create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a......

Staying ahead of fast-moving markets requires buy-side firms to sustain incredible agility. Bloomberg helps you do exactly that. Whether you are focused on achieving alpha, reducing portfolio costs, managing risk and compliance, or optimizing execution, Bloomberg provides solutions that meet critical business needs across the entire trading workflow. For buy-side firms,......

AJ Bell was founded in 1995 and has grown to become one of the UK’s largest investment platforms. It is a public limited company, listed on the Main Market of the London Stock Exchange. AJ Bell Media, a specialist financial media business, is also part of AJ Bell. Investcentre is AJ......

relevant regions

• Western Europe

ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including: 1. Pre-trade compliance rules with the Compliance and Order Management System 2. Orders can be created automatically and executed via FIX engine or by......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

The ALIS solution includes: Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy. Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio. Back-testing and tuning the investment strategy including......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......

relevant regions

• Asia
• Western Europe

This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......

relevant regions

• Asia
• Western Europe

Allocare WEB is the online information and reporting tool for investors and asset managers. It is a competitively priced solution for fast and secure online access via the internet to an Allocare AMS database in your corporate look and feel. Optimized access also via Tablets (iPad and Android). Allocare WEB offers......

relevant regions

• Asia
• Western Europe

Powerful and reliable With some of the most complex relationship and reporting needs in the industry, family offices often struggle with finding the right technology to support multi-generational investing structures. Allvue’s accounting, deal tracking and reporting solutions offer a flexible, customized solution to support families of any size or structure. In......

relevant regions

• Eastern Europe
• North America
• Western Europe

Your trusted partner for technology and services Our solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle.  ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......

AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......

relevant regions

• Asia
• Central America
• South America
• Western Europe

Retain control of your own applications and front-end. Enable investments in 8 asset classes worldwide through a single-frame connection. Set up as an omnibus; we also give you the ability to set up numbered sub-accounts. Introducing GTN - Powering your vision UX/UI Control - Customise your own UI/UX and maintain ownership of your customer......

relevant regions

• Africa
• Asia
• Middle East
• North America
• Western Europe

Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed
via the Platform - 85%+ Years Leading the Marketplace - 30+   Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Leading the 3rd wave of capital markets trading transformation that sees the advent of open and integrated digital multi-asset solutions, drawing on expertise building best-in-class investment banking technology. Apollo connects clients directly to their banks, trading venues and price sources in one smart trading app.  It seamlessly integrates with a client ecosystem......

relevant regions

• Western Europe

Partnered with 70+ financial institutions Award-winning digital wealth management solutions Your one-stop-shop digital wealth management platform Financial institutions are rapidly embracing FinTech to enhance their product offerings. AQUMON has helped more than 70 financial institutions digitise their wealth management practices. Robo advisory By combining quantitative investment algorithms with scalable softwares, we help financial institutions expand......

relevant regions

• Asia

Arbasys is the management information system used by an important Swiss bank to manage the estates of customers and all-related banking operations. Strengthened by more than twenty years of experience, Korutoa professionals put at the banks’ disposal a decision-making system for production and control that is useful for carrying out......

Arbor Portfolio Manager (APM) is portfolio, asset, and fund management software that provides buy-side institutions with detailed trade and position management. This includes in-depth portfolio analysis and compliance setup for the front office, and extensive mid-to-back office general ledger reporting. These independent features have made our Portfolio Management System one of the most......

relevant regions

• North America
• Western Europe

Where can Archer take your team? Expand distribution Multiply your product distribution options with Archer’s turnkey infrastructure. Launch new investment products Get new products to market faster with scalable technology and support. Streamline operations Consolidate support for all your portfolios onto a single integrated platform. Support institutional investors Stay ahead of investor needs with complete support for complex......

When your regulatory reporting obligations have no borders, you need a solution that can manage it all, from UCITS KIIDs to PRIIPs and MiFID II reporting. Whether you are an asset manager or an insurer, with ArcRegulatory, part of DFIN’s portfolio of end-to-end solutions, you get: An advanced user experience for consistent......

Breadth and depth The beauty of our open architecture platform is the way that it can flex to fit your business and deliver everything you and your clients need. Over 3800 funds available; 45 third party tax wrappers; Over 65 DFM’s supported; A broad range of tools and services; and  Live intra-day access to over 600......

relevant regions

• Western Europe

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take total portfolio control Manage client holdings, commissions and more across different asset classes – including alternatives, mutual funds and credit – to simplify workflows and......

relevant regions

• North America
• Western Europe

Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......

relevant regions

• Asia
• Western Europe

ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Built by the pros for the pros. ASSETMAX was created by professionals with decades of......

We provide the software for: On-boarding processes Portfolio import and historical analysis Electronic document processing KYC Goals-oriented investment strategies Savings Retirement planning Post-retirement income Goals tracking Robo-advisory Customizable automated strategies suggestion engine Quick forecast visualization Automatic allocation and rebalancing Portfolio performance modelling and analysis Scanner Historical market data Monte-Carlo simulation Benchmarking Risk vs return Draw-downs Rich periodical and on-demand reporting Reports autogeneration Efficient printing engine Printed or electronic reporting Self-service Investor portal Tax reports Fees management ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Spark is the only OMS/PMS on the market to provide unified: Portfolio & Risk Management Trading Technology and Infrastructure Operations and Accounting Compliance and Controls Surveillance Data Warehouse/Reporting STP ...

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management software. Our platform sets the industry standard for best practices and ensures your office is up-to-date......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

...

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Available to run in conjunction with any core banking platform, Avaloq Wealth allows financial institutions to efficiently grow across multiple jurisdictions, cater to demanding wealth clients at scale, and to facilitate a quick time-to-market for new offerings thanks to its API first approach.  It covers the end-to-end investment process, from client......

relevant regions

• Asia
• Caribbean
• Middle East
• Oceania
• Western Europe

The Axia Robo Advisor solution delivers a digital, omni-channel self-service to enable wealth management firms to offer an innovative and competitive approach addressing the mass market with complete automation of processes, security, reliability and compliance with regulations (e.g. MiFID II, GDPR). It also supports a hybrid-advisory service, should personal advice be......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Fee-based brokerage accounts Model portfolios Wrap accounts Separately managed accounts Alternative investments Unified managed accounts Overlay portfolio management ...

relevant regions

• North America

Investment approach Axxcess customized portfolio platform The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers Sleeve managers Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process Advisor directed Advisors create a customized strategy portfolio that meets clients unique investment objectives......

relevant regions

• North America

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Purpose-built for the investment community, the Backstop Accounting platform seamlessly integrates partnership and portfolio accounting. It addresses the accounting team’s needs to aggregate and normalize disparate data and model complex legal and cash flow structures - requirements nearly impossible to meet with an infrastructure based on Excel or a generic......

relevant regions

• Asia
• North America
• Western Europe

Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class. Benefits Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform Manage, view, and analyze the entire investment cycle, all in one place Increase......

relevant regions

• Asia
• North America
• Western Europe

Features Tailored profiling and investment process Design a customer onboarding process that meets your requirements and provides a seamless experience. Unfiltered access to API Library Gain access to Bambu’s cutting edge AI features that will build your groundbreaking platform. Custodian of your choice Bambu provides ready-made connectors to leading custodians, brokers and payment gateways. Need your......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Features Transactions automated: Bambu GO comes with instant verification, ACH payments, order management, and rebalancing through Plaid and Apex Clearing  Fast delivery robo: Customise your robocalls with your branding set up risk questions, products and portfolios using our dashboard. Deployment takes just 2 months*  Hosted & supported on AWS: Bambu GO is hosted......

relevant regions

• Central America
• North America
• South America

So whether you’re a private bank, an institutional investor or a family office, you can take advantage of IT and banking services two centuries in the making, yet tailored to your needs. We designed G2, our banking platform, because we wanted a solution we could rely on. Today, G2 is trusted......

relevant regions

• Asia
• Caribbean
• Central America
• Middle East
• South America
• Western Europe

BCB Crypto is a high touch and high tech service for trading cryptocurrencies. We offer best execution and seamless daily settlement in all cryptocurrencies....

It is fully compliant with relevant regulations such as the UK FCA, FIDLEG, and MiFID II suitability tests and is already used by prominent banks and portfolio managers worldwide. Offer your clients not what they think they want, but what they actually want....

relevant regions

• Eastern Europe
• Middle East
• North America
• Western Europe

Empowering Investment Managers: Improved Performance, Quicker Time-to-Market Asset managers across the globe are challenged to outperform their benchmarks. It is increasingly difficult to outperform based on traditional fundamental analysis using data sources and techniques available to all market participants. We help to create competitive advantage by bringing together adaptive AI, alternative data......

relevant regions

• North America

Portfolio Management Automate asset allocation and portfolio construction, apply deep data to de-risk and optimize advice, automate rebalancing, tax loss harvesting and trading. Back & Middle Office BetaSmartz software automates and streamlines all operational and administrative aspects of portfolio management so that financial institutions can focus on clients and business scaling. Security & Compliance Apply bank level......

relevant regions

• Asia
• North America
• Oceania

For you. Automated and flexible investment strategies, a paperless back office, and a delightful user experience empower you to grow your business and build deeper client relationships. You’re in control of your relationship with your client. Clients see your branded experience, sign up with you and communicate directly with you. For your clients. A delightful investing experience. Give......

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......

relevant regions

• North America
• Western Europe

A comprehensive view Track historical performance, current positions, and asset allocation. Get news and insights relevant to your holdings in real time. Digital asset accounting made simple BitGo Portfolio is designed to make the process of transaction resolution—defining the type and cost basis of individual transactions—more accurate, efficient, and scalable. The system’s auto......

relevant regions

• Asia
• Eastern Europe
• North America
• Western Europe

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client......

relevant regions

• North America

Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several......

relevant regions

• North America

With the fast development of financial instruments, changing government regulations, and increasing market volatility, it's getting more and more complex for financial institutions to manage their portfolios. Therefore, its crucial for investment organizations to apply automated and sophisticated portfolio management system to increase profitability and meet the needs of the......

relevant regions

• Asia

Portfolio Management, which is a multi-asset class, multi-currency blend of tools that allows you create model portfolios, setup asset rules, asset allocation, and enables you to easily setup the investment side of your business and portfolios.  ...

relevant regions

• Central America
• North America
• South America
• Western Europe

Run your business more efficiently finova’s suite of mortgage software provides everything you need to run your broker business efficiently and serve more customers better and quicker than ever. No matter what kind of broker you are, the suite of software can be tailored to your specific needs: Directly Authorised mortgage broker Appointed representatives Networks In-house......

relevant regions

• Western Europe

BT Panorama is the fastest growing wealth management platform in Australia. Integrated with your business model, it can transform the management of investment portfolios, SMSFs, super and insurance. Reasons to choose BT Panorama Efficient portfolio design enables you to save time and tailor portfolios to meet your clients’ needs. Online consent reduces the......

relevant regions

• Oceania

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes,......

relevant regions

• Africa
• Asia
• Caribbean
• Eastern Europe
• Middle East
• Oceania
• Western Europe

Canopy Manager is intuitive, interactive, and transforms data into insights. It’s the tool that provides you with a comprehensive view of your investments for holistic advice. From analyzing financial information to advising, managing clients’ portfolios to reporting, we’re here to help you serve your clients in a better way. Your Trusted......

relevant regions

• Asia
• North America
• Western Europe

Founded by a successful advisor, Capitect offers modern performance reporting, client billing, and rebalancing tailored for the needs of advisors. Performance reporting Modern, holistic performance reporting. Beautifully report performance and asset allocation with dynamic, always up-to-date charts. Client billing Flexible client fee billing. Easily bill on custodian and held-away accounts using your fee schedules. Personalized rebalancing Personalized portfolios......

relevant regions

• North America

Professional Support What if you never had to update your software or worry about having the latest and greatest tool? We continually refine and improve the tools to make life easier for you, your team and your clients, and you don’t have to do a thing. A Simple, Beautiful Client Dashboard Catch your......

Celeriti is DXC's end-to-end suite of SOA-based enterprise software for banking, cards, payments and lending. Celeriti gives financial services organizations of all sizes the latest technology at a lower cost of ownership. With Celeriti you can gain speed and certainty, and: Expand delivery channel capabilities Ensure a seamless customer experience Achieve a flexible, easy-to-integrate......

Many businesses hold historical data across multiple systems, making the tracking and finding efficiencies incredibly difficult. At Centology we have built a software platform that can collate all that data in one place. Centology offers a fully interactive experience for all, so that having all your data stored within one......

relevant regions

• Western Europe

Centαur: At a glance Centaur delivers technological capabilities with human expertise in one single package. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Sounding board to CEO/CIO Optimizing internal cost structure Complementary to existing advisors Independent and impartial Products & services FinTech palette Independent investment research Access to experienced......

relevant regions

• Western Europe

Traditional investment, performance and risk assumptions are being challenged as never before. To succeed in these uncertain economic times, financial institutions need a proven technology partner that delivers wealth management solutions that address the need for proactive investment management, planning and portfolio administration. CGI Wealth360TM is a comprehensive suite of solutions that help wealth......

Markets are constantly changing, and choosing a partner with the right mix of tools and expertise to help organizations navigate through this evolving landscape is more important now than ever before. For over 35 years, CGI has shown its leadership in providing innovative solutions for the financial industry. CGI’s Wealth360™ portfolio......

Charles River’s Wealth Management Solution helps wealth managers, private banks and financial advisors support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business. Comprehensive multi-asset/multi-currency functionality supports tailored portfolio strategies such as separately managed accounts (SMAs) and unified managed accounts (UMAs). Charles River Wealth Management......

A modern solution for a shifting wealth management industry The financial community is in flux. Wealth managers must figure out how to grow in an increasingly unpredictable business environment. At the same time, they must also keep up with evolving client expectations that include a digital, convenient, and on-demand experience. Wealth managers......

The CIS Portfolio Analytics product provides institutions with a simple, easy-to-integrate and customisable service that takes transaction data or balance snapshots as an input, and carries out the following tasks and more: Cross-references asset & instrument information Aggregates raw transaction data & balance snapshots Values given portfolios across 24+ fiat and crypto currencies Calculates......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

A cost effective, highly automated solution Class Portfolio is an automated and cost effective software solution for accountants, administrators and financial advisers, providing the ability to manage the administration, accounting and reporting needs for your clients’ investment portfolios. The feature-rich solution makes an immediate difference to your business and dramatically reduces......

Class Super is the leading cloud based SMSF administration software, used by accountants, administrators and advisers. Over 1,300 firms across Australia rely on Class Super to quickly and efficiently administer over 160,000 SMSFs. SMSF administration software to streamline your process Class Super streamlines all aspects of SMSF administration, delivering a truly automated and......

Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem. Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to......

relevant regions

• Western Europe

Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......

relevant regions

• Africa
• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Axisoft Wealth Management Platform (Compass) Being the Most Innovative Solution in Asian Private Banker Technology Awards, COMPASS epitomizes multiple years of knowledge in the private banking and wealth management. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. Suitability......

relevant regions

• Asia
• Oceania
• Western Europe

The technology is backed by the highest service level agreement in the industry. We are open-architecture, vendor agnostic and have bank level infrastructure for resilience, redundancy and performance. Network Connects institutions to access structured products. A complete STP solution covering services from price discovery and order completion to term sheet delivery Access to......

relevant regions

• Asia

With CORYX iO, we offer banks, asset managers, family offices and Institutional Investors an investment platform tailored to their needs. Your advantage: Each product can be customised according to your individual requirements. Asset & wealth management means not only working with values, but also being successful through values. As a software,......

relevant regions

• Western Europe

Experience a platform which leaves you in full control with maximum overview, while being easily accessible. Without you having to make sacrifices on efficiency and flexibility. Almost two decades of experience have taught us the challenges that banks meet in asset & wealth management day to day. We grow and evolve......

relevant regions

• Western Europe

Experience a software optimised for Family Offices that allows you to keep full control and overview without having to compromise in terms of performance and flexibility. Thanks to our years of experience as a partner of the financial sector we understand the challenges family offices meet in asset and wealth management.......

relevant regions

• Western Europe

Experience a platform which leaves you in full control with maximum overview, while being easily accessible – without having to make sacrifices on efficiency and flexibility. Thanks to our years of experience as a partner of the financial sector, we understand the challenges asset managers meet in digital wealth management. With CORYX......

relevant regions

• Western Europe

Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering.  Offering convenient......

relevant regions

• Asia
• Middle East
• Western Europe

Our team of RIA technology experts have delivered highly-customized CRM solutions for financial advisors, reducing 40% of time spent on admin processes and allowing teams to spend more time providing personalized services for their clients....

relevant regions

• North America

One-station software providing portfolio, risk management and back office system for crypto financial institutions. Our front- to back-office operating system facilitates institutions to manage portfolios of spot, swap, option, collateral, fiat, NFT, etc., across 100+ CeFi/DeFi platforms, monitor exposures/leverage/pledge ratios, manage LP share subscriptions and redemptions, and export accurate data for......

relevant regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

CTSuite combines our applications into a single web-enabled hub. One secure, intelligent sign-on enables you to access our applications and tailored services....

Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......

Designed and supported by the strongest financial engineering team in the industry, the platform is powered by advanced analytics and risk management tools only used by the most advanced hedge funds, institutional investor and traders in Wall Street and around the world. We make these tools easily accessible to financial advisers......

relevant regions

• North America

DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......

relevant regions

• Western Europe

From its headquarters in Vienna and offices in Germany and Switzerland, CPB market, sell and implement into the DACH region Objectway’s foundation products for holistic client advisory (Advice), effective portfolio management (eXimius) and digital engagement & collaboration between client and advisor (Conectus)....

Better architecture for your uniqueness An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice. Better client mandate definition A fully personalised portfolio mandate for each investor, strengthening your investment proposition. Better client-specific portfolio monitoring Superior monitoring of all client portfolios, per their unique mandate, in one place. Better “one-click”......

relevant regions

• Oceania
• Western Europe

Able to analyze more than 20,000 funds at the holding level, this ground-breaking technology uses deep data analytics to evaluate the existing portfolios in order to provide solutions designed for financial professionals. Optimize portfolios to seek specific outcomes, such as solving for income, reducing volatility, increasing perfomance potential or minimizing fees Analyze exposures by......

relevant regions

• Asia
• North America
• Western Europe

The wealth management industry is no stranger to tough times. Some of the old and new challenges include shifting regulatory landscapes, increasing competition, volatile markets and clients demanding ever more sophisticated & high-tech services for less. For these reasons, embracing technology to boost efficiency and lower costs is becoming an......

relevant regions

• Eastern Europe
• Middle East
• Western Europe

Wealth being a high touch business, Intellect Wealth Qube realises that relationship managers are the key drivers of the business and need to be adequately equipped to deliver on their set goals. With that as the underlying principle, Wealth Qube’s vision is to empower RMs and has taken the RM-first......

relevant regions

• Asia

Smart solutions for portfolio managers Portfolio Management Unlock hosting, calculating, and customising model portfolios capabilities that can be done quickly and easily. Efficient Investing Access to easy monitoring and reporting functions enables efficient decision-making for customer portfolios. Intelligent Processing Utilise intelligent automation and bulk processing when trading and rebalancing orders and porfolios. Mass rebalancing at a touch Manage......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Effective Flexible Complete Durell Software is an established provider of Client Relationship Management (CRM) software to the General Insurance and Financial Services industries. Our aim is simple – to provide a software solution which is comprehensive and flexible without a high price tag. Our main product is a back-office administration system for......

relevant regions

• Western Europe

To survive in a hypercompetitive marketplace and provide customers a modern digital experience, community and regional banks need to digitalize their platforms and transform their operations. DXC Technology has partnered with SAP and Axxiome to create DXC Digital Model Bank, an end-to-end banking and financial platform that gives banks the......

Dynamo™ Family Office Edition is a feature-rich, industry-specific cloud software platform built to optimize how both single and multifamily offices build their client relations, track investment research, conduct due diligence, manage their portfolio across all asset classes, analyze investment performance, and generate reporting. Dynamo™ is highly configurable to your firm’s specific......

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer its clients highly professional and scalable investment solutions. Our investment platform provides comprehensive support whether you choose to manage your own portfolio or outsource to our OCIO. Investment research & consulting Investment platform......

The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities that enable high-performing advisory firms to effectively and efficiently grow their business and service clients. You can tap into a dynamic infrastructure of institutional quality. Dynasty desktop Dynasty CRM Digital client experience Strategic consulting ...

e-AMIS, the comprehensive asset management and information system, supports the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the wide-ranging functionality and intuitive nature of the software. With its flexible architecture and innovative technology, e-AMIS allows efficient management of investments. Portfolio......

Core platform features Out-of-the box business functionality huge selection of ready-to-use and easily customisable banking functionality (widget collections) for wealth management, retail- and business banking.  Digital speed weeks, not months or even years, for new features and enhancements to go live – your individual branded experience for your customers and employees at your own......

relevant regions

• Western Europe

Efficience is a «Portfolio Management System (PMS)» software that supports Independent Wealth Managers (IWM) and Family Offices through their portfolio management. Efficience includes in its solution: A CRM module for the management of client data which includes the whole «KYC» part. A portfolio management module including performance calculation, valuation, transaction monitoring, etc. A......

relevant regions

• Western Europe

The Elite Wealth Software Solution was designed to provide a comprehensive solution to financial advisors and wealth management practises. The generic design ensures that it caters for smaller business as well as large corporate groups. Elite Wealth can integrate with other solutions e.g. dedicated CRM systems, client zones etc. ...

The wealth management industry The financial services industry is tough, fast moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of......

additiv’s DFS® platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with additiv’s regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment. Benefits of Embedded Wealth Embed wealth management into......

WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...

Technology, data, and industry best practices Our global services team harnesses our constantly evolving technology, data, and industry best practices to provide meaningful insights to transform your business. They quickly master your portfolio, address time-consuming tasks, automate processes, and anticipate reporting needs. Our experts maximize the power of the Enfusion platform......

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• Asia
• North America
• Western Europe

We connect investment and operational decision making, allowing every single team member to leverage the same insight in real-time, across the entire portfolio with work from anywhere access, including web and mobile. Key features Front-to-back solution One integrated system that eliminates boundaries and powers workflow. Real-time portfolio One enterprise-wide data view in real-time. Work from anywhere With......

relevant regions

• Asia
• North America
• Western Europe

Praemium’s platform technology is now used by more than 1,000 financial institutions and advice businesses and 500,000 investors, globally. Through technology, Praemium has taken a highly complex and time-consuming process and simplified it. Big time. At its core, Praemium has the most advanced, robust and accurate technology engine and functionality to......

A comprehensive investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions. You need to master an increasingly complex business. We provide organizations like yours with the advanced technologies; fast, accurate processing; satisfying client experience; and deep industry knowledge to help you do......

relevant regions

• North America

enVisual Boutique is a 'lighter' edition of enVisual Enterprise and is priced for SMEs and start-up operations. Boutique is lighter in terms of functionality and limited in terms of maximum users and managed entities. Once you are ready for the full power of Enterprise - simply purchase an Enterprise license......

enVisual is a modular based system centred around a powerful CRM contacts module. You only purchase the modules your business requires.  enVisual delivers a range of fully integrated core modules which are: Scalable Affordable Simple and fast to implement Customizable ...

Entity Administrator is our statutory module for enVisual and manages all key data and statutory transactions for your companies, trusts, foundations as well as other user-definable entity types. Due to its tight integration with the enVisual CRM, critical compliance information for all associated individuals as well as your other entities are managed centrally and elegantly. When implemented......

Focused on putting advisors front and center Helping advisors build independent businesses Delivering custom investment solutions Freeing advisors to advise and build relationships Outsource your workload so your practice can flourish Consolidated monthly billing Online access to advisor and client portals Ready-to-import tax documents 24/7 performance reporting on accounts, individual sleeves, and more Integration with data aggregators Exacting due diligence......

relevant regions

• North America

Research, portfolio management, and investment updates all in one place - a 360-degree view of your client accounts. Communications - keep track of client communications and investment updates Documentation - a central repository for all client documents, including tax forms and investment documents Transactions - complete transparency into your client's positions, including performance updates ...

Current situation:  Brokerage system Internet self-service system Portfolio accounting system Performance bench marks Rebalance ETFengine solution There are at least three systems required to solve the current business process model for digital advice. Our system results in reduced complexity and a more streamlined process with a dramatic cost advantage. Our structure means there is no reconciliation processes needed......

Why choose E*TRADE Advisor Services? We’re dedicated to helping independent advisors like you optimize your business and better serve your clients. You can count on us to focus on your business, your brand, and your success. Expertise and guidance when you need it Whether you’re a new or seasoned RIA, we deliver......

relevant regions

• North America

Overlays GTAA Equity Strategies Together with the client, we identify distinct needs and set the common objectives. Our value proposition is to develop robust, tailor-made algorithmic investment strategies to meet client needs. We do scientific research, we test our lab methodologies, and then propose a quantitative investment methodology to reach the specific client’s goal. Overlay......

relevant regions

• Western Europe

Our offer Digital solution Digital platform to manage your clients, review their documentation and monitor their portfolios. Awarded portfolio management Access to our awarded portfolio management strategies across multiple services: Wealth Management, Pillar 3a, Vested Benefits and Private Markets. Dedicated Relationship Manager One of Everon relationship managers will support you and your clients whenever you need. Everon......

relevant regions

• Western Europe

Assetmax and Evooq partnered to build a new integrated platform for IAM based on assetmax and evooq technologies. This platform is cost efficient, cloud only, preconfigured and includes a multi issuers technology....

relevant regions

• Western Europe

Maximize deal flow Better focus your time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Simplify portfolio monitoring Optimize your allocations by breaking down co-investments, private equity, hedge funds, VC and more. Drill into each asset class to view performance and......

relevant regions

• North America
• Western Europe

Data management, performance monitoring, aggregation and reporting are each challenges for most family offices. We have designed a suite of award-winning technology solutions for family offices in order to address these challenges. These technology solutions can help you manage workflows more seamlessly and reduce friction in day-to-day office operations. Our systems,......

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• Asia
• Middle East
• North America
• Western Europe

A service you can rely on As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients. Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital. Over GB£49 billion of assets under administration on the platform as......

relevant regions

• Western Europe

Backed by Fidelity's commitment to an open architecture experience, Fidelity WealthscapeSM connects you to Fidelity tools and third-party products and solutions to help you digitize your business, enhance productivity and collaboration, and create more value for your clients....

A standalone and modular system offering from Finacle for private and retail banks. Its comprehensive coverage across 12 asset classes help banks increase the range of financial products on offer and gives customers freedom of choice while creating their portfolios. It enables front-office for financial planning & portfolio management functions and......

Our Platform Advantage Easily analyze an investment portfolio, make accurate financial decisions. Aggregation & Reconciliation We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations. Portfolio Analysis Regardless of the complexity of your portfolio, we can calculate performance......

relevant regions

• Central America
• North America

CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer. ​ Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc. ​ Customer onboarding and management of customer profiles​ Customer UX including customizable customer-facing......

Reducing friction in the industry finova Connect brings the industry together through a suite of services including Payment and Mortgage Services and Broker Verification, helping to support brokers and lenders every day. finova payment & mortage services Increase earnings and simplify payments. finova Payment and Mortgage Services is an established UK mortgage club and......

relevant regions

• Western Europe

The staggering amounts of data generated by social media, cloud computing, and applications have transformed the way we live and work. While all of these advancements have improved our lives and provided us with greater opportunities for innovation, they have also accelerated the rise of an entirely new problem. An......

Finuevo Core is the API-driven, cloud-enabled and versatile core banking platform of the new era, empowering bank officers to interact through a modern and easy-to-use interface. It can be easily packaged and installed, covering the full spectrum of banking operations, offering 24/7 online access, omnichannel capabilities and rich functionality, always......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Geolocation integration and market feeds for real-time updates on wealth. Drill down into particulars of assets and store all related information using an intuitive interface. Proprietary metrics to decompose concentration risk. All-in-one - secure and safe Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and......

relevant regions

• Western Europe

Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand.  Schedule......

If your business is involved in trust and company administration, funds management, transfer agency, Family Office management, pension and employment scheme administration or other aspects of financial services and perhaps you also need sophisticated software for the office affairs including billing your clients, then Flyingboat Wealth Management Software could be just the product you......

We remove friction We hide this complexity from our customers, reducing friction and cost by integrating technology, business process operations, and custody – all delivered in an end-to-end wealth management platform that is regulated by region, and connected to a universe of investment products. Complexity adds friction to your business To deliver value......

relevant regions

• Asia
• Oceania
• Western Europe

focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform - it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products - focus: advisor, focus:client, focus:broker and now: advise, each of which have been designed to......

relevant regions

• Western Europe

focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers' time (up to 68% in some cases), and can increase the quality and audit of advice - some of our customers have......

Rely on Forest Systems for a comprehensive, reliable accounting software tailored to your unique high-net-worth client management needs. Streamline your process and develop confidence with your clients. Accounting Solutions A platform built exclusively to streamline professional-level accounting and financial reporting for ultra high-net-worth individuals. General ledger Check writing Private foundation accounting Portfolio accounting Intercompany transactions Partnership accounting Trust &......

relevant regions

• North America

We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations. Our comprehensive cross-asset coverage of cash and derivatives products includes FX; money markets; fixed income; securities finance; interest-rate derivatives; structured finance; credit derivatives; equities; commodities; synthetic......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

An integrated online investment and customer management platform to improve customer engagement and support your business growth.  Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

FundCount's wealth management accounting solution is fully integrated with all partnership, portfolio and general ledger accounting capabilities embedded in the one single platform. As a result, FundCount significantly reduces operational costs, enhances efficiency and reduces risk. FundCount's extensive reporting tools enable wealth managers to deliver custom-tailored reports to each client. Wealth management......

relevant regions

• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Discretionary fund management with a difference We don't just manage portfolios for your clients. We provide you with the best in class digital solution that enables you to run a consistent centralised investment proposition from one single platform that incorporate transactions, risk profiling, tax wrappers.  We eliminate the need, charges, administrative headache......

relevant regions

• Western Europe

Gain fundraising traction Outpace rivals on the fundraising trail by building intelligence on LPs, creating structured processes for nurturing prospects and ultimately earning investors' trust. Optimize your engagements Institutionalize your IR strategy and stand out to investors using Navatar's proprietary relationship management workflows. Measure all touchpoints and leave no LP ignored. Leverage institutional memory Develop......

relevant regions

• North America
• Western Europe

Advisory Platform - deliver personal and digital advice Onboarding - convert prospects into clients Order management - handle transactions efficiently Client portals & reporting - ready for digital interaction Advisor applications - strengthen distribution networks Fund data and factsheets - provide the right information ​​​​​​​Secure data center operations - stability and data security guaranteed ...

relevant regions

• Western Europe

fundserv is a centralized platform which enables manufacturers, distributors and intermediaries to buy, sell and transfer investment funds over Fundserv Inc.’s secure transactional network. Challenges Compliance – trades delivered via paper can circumvent compliance process NIGOs – transactions submitted via paper have a high NIGO (Not in Good Order) rate Increasing need for access......

relevant regions

• North America

Our Fusion Elements Technology removes the timely and costly friction from your everyday operations. Designed to allow advisors to easily serve their existing clients, Elements frees up the time and energy needed to focus on obtaining new ones. Unlock your growth potential with Fusion Elements. Your process, our support Finally, the technology has arrived that......

relevant regions

• North America

Misys FusionInvest is an all-in-one system for portfolio management, risk management and investment operations. It delivers a simple solution for today’s complex business challenges through its collaborative investment approach, unrivalled asset class coverage and world-class analytics framework. Our customers simplify the complexity in investment management via a consistent, consolidated and......

FusionIQ is an innovative fintech company that empowers you to attract and service investors through the web. The platform uses risk assessment questions to match investors with customized portfolios and asset allocation models. Digital investing platforms are the solution to compete in today’s technological world and attract “next gen” clients. Scale......

Gaia is being used by large French asset management and insurance firms and middle-eastern banks. Gaia is easily customizable to your workflows and processes, it is a cost-effective solution that will give you control over your budget. We have a long standing relationship with all our clients. We provide a strong,......

relevant regions

• Middle East
• Western Europe

OpenWealth® provides an efficient end-to-end solution for wealth managers and financial advisors, allowing you to focus on raising and managing investor assets instead of administrative processing. Whether an independent RIA, broker/dealer, bank or insurance company, OpenWealth provides a key to client satisfaction and enhanced profitability. OpenWealth’s advanced capabilities deliver to wealth......

Global WealthES has flexible communications bus and can connect to DTC and major custodians, Fidelity, Broadridge-Matrix, Pershing, SWIFT and file structures using WebSphereMQ and BizTalk architecture. Global WealthES is also branded as TrustPortal in the domestic private bank and trust markets. Global WealthES and TrustPortal are similar in its core processing, accounting, and reporting features.......

SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment......

relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance. Our in-built calculator determines progress and......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Leverage AI and robotic analytics power for maximal returns.  Access cash equities, ETFs, treasury bills, mutual funds, FX, and bonds in 87 markets.  Launch new features quickly with customisable and scalable front-end functionality. Introducing GTN - Architecting the future of investment Usability - Provide seamless user experience across mobile, web and desktop devices Automation - Set rebalancing......

relevant regions

• Africa
• Asia
• Middle East
• North America
• Western Europe

Single account for trading, clearing, settlement, and custody. 8 asset classes in 87 markets, including the US, frontier and emerging markets. Benefit from over two decades of experience creating trading solutions. Introducing GTN - Our solutions power your vision Scalable - Expand rapidly with one account for trading, clearing, settlement and data access. Accessible -......

relevant regions

• Africa
• Asia
• Middle East
• North America
• Western Europe

Interactive Advisory Software answers the call of wealth managers nationwide for a unified wealth management system that empowers them to spend more time interacting with clients, and less time on non-revenue-producing activities. The interactive wealth servicing software solution combines portfolio management, financial planning, customer relationship management (CRM), back office services/reconciliation, client......

HedgeGuard® is a modern and powerful portfolio management solution with a user-friendly interface that is easy and enjoyable to use. Designed by a team with hands-on experience of the management issues affecting today’s investment businesses, it meets all your front-to-back office needs. HedgeGuard® is an all-in-one tool that combines your need......

Your challenge You need to be able to see all of your portfolio information in one place on a platform that is intuitive and useful to all your stakeholders, from Investment Management to Legal, Accounting, and Audit. Our solution HELIOS, our proprietary portfolio monitoring platform, delivers real-time drill-through on your private asset portfolios.......

We know family offices are busy. Our solution ensures that you have easy access to the data you need. Our app creates overview and transparency for both you and the family. You decide the number of users and the accessibility of each user. We are your independent partner for discussion. Our analyses provide you with......

relevant regions

• Western Europe

HUB24 is ASX listed and with over AU$10 billion funds under management is one of the fastest growing platforms in the market. We are not a bank and not part of a bank – so we can focus on connecting you to a broad range of investment solutions for your clients. Broad......

relevant regions

• Oceania

Blockchain identity Manage an identity for any client on the Ethereum blockchain. Security tokens Create, restrict, transfer, and invest in security tokens. Data tracking Push, pull, and track any on-chain data within an application. Crypto payments Send and receive crypto payments for instant settlement. Document hashing (coming soon) Store, hash, encrypt, track, documents on-chain. Escrow (coming soon) Store payment on-chain until......

relevant regions

• North America

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relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

The wealth management industry around the world is witnessing a multitude of changes due to more demanding clients, digital transformation, regulatory compliance; internationalization and growing competition. This is leading to increase in overall costs of operations and hitting profit margins. Wealth managers need to have increased focus on risk &......

IMiX is a front to middle office web based investment management platform with a multi-asset, multi-currency and multi-company tier system which combines a range of dynamic tools and services designed to analyse and master the complexity of investment management. Investment Software has produced an application whose focus is to become the......

relevant regions

• Western Europe

Infleks Wealth Management can operate multiple portfolios on a single platform for the institutions like insurance companies, brokerage houses, portfolio management and custodian institutions which may be working on different platforms. As well as supporting all portfolio types and investment instruments, Infleks Wealth Management also quickly adapts to new financial instruments,......

relevant regions

• Western Europe

The Insa Investment Software has been developing and providing its portfolio management system to independent asset managers, banks and institutional investors since 1987. Installed at over 60 clients in Switzerland and internationally, Insa has become the reference wealth management solution....

Solving the diverse and ever-evolving array of client challenges related to the effective management and support of complex wealth is not solely a matter of technology or service alone. SEI Archway couples enterprise-grade, proprietary, state-of-the-art technology with a superior level of client service and support to offer the industry’s only fully-integrated accounting, investment management and reporting solution. Our......

WealthTech Velocity provides a unique solution for the Wealth Management industry. Our multi-asset, multi-currency platform integrates disparate data sources facilitating access to multiple markets, asset classes and products in a robust, compliant and ordered manner. One integrated end-to-end solution for Wealth Managers and financial institutions supporting large numbers of underlying client accounts......

Free up time to focus on your business Managing a business is hard work – but intelliflo office can save you time, money and stress. Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers. Accessible from anywhere, any time, this office management software takes......

relevant regions

• Asia
• North America
• Western Europe

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business....

relevant regions

• Western Europe

Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......

relevant regions

• North America

Since 2000, InvestEdge has been a leading technology partner helping wealth management firms and institutions more effectively aggregate, transform and present complex investment data to better serve their clients. Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Using the integrated solutions......

relevant regions

• North America

Independence (build your own model & ecosystem) Flexibility ...

relevant regions

• Western Europe

If you are a directly authorised investment management firm or investment focused financial planning practice, and are looking to enhance your business with the Raymond James Investment Management Platform, you’ll enjoy all the rewards of delivering a highly competitive wealth management solution with optimal efficiency and control. Raymond James’ Investment Management......

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• Western Europe

2 weekly release cycles 26 releases a year 99.98% uptime Expectations, exceeded with our investment software There are some things all good investment platforms must do (and do brilliantly), from tools and wrappers to safe custody. But great platforms also think ahead.  Welcome to Parmenion Effective tools Access all the tools and reporting you need to meet......

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• Western Europe

At Blanco, we don’t believe in tech only. We believe in the symbiosis between man and machine. That’s why we’ve created an Investment Suite that automates the full asset management cycle, but keeps your expertise center stage at the same time: see our investment suite as your proprietary digital investment......

relevant regions

• Western Europe

Deliver benefits to your clients A wrap account enables the adviser to consolidating and manage their client’s investment portfolio. They revolve around a central cash account, which pays interest and serves as a transitional account, funding buy transactions, and receiving the proceeds of sold investments and income received. The wrap is operated by......

relevant regions

• Oceania

Manual tasks can be automated. Processes can be streamlined. Compliance risks reduced and transparency improved. Most importantly, with improved workflow and risk management across the investment lifecycle, you can dedicate more time to actively managing money and delivering exceptional client service. At Asurafin, our goal is simple – better outcomes for......

relevant regions

• Western Europe

A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Oceania
• Western Europe

Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Financial institutions can digitise their wealth management with InvestSuite’s Robo Advisor, an omni-channel experience, featuring:  Hyper-personalised portfolios at scale (if required, model portfolios can also be used) Human-centric user......

relevant regions

• Africa
• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

You'll enjoy a host of features including enhanced interface, superior search facility, trading and investment functionality, online forms and upgraded security features. Key features User friendly interface and easy access to member information developed from extensive user testing. Seamlessly access your clients’ accounts and information. Security features that allow you to grant and manage......

IPBS/Business Manager supplies a multi-dimensional powerhouse platform that combines compliance management support related to KYC/AML in addition to documenting simple or complex structures for individuals, trusts, partnerships, foundations and any other type of legal or legal-related entity. This product is your one source for managing complex portfolios including regulatory data......

IPBS/Investments was developed specifically to encompass a wide range of features that can be streamlined for portfolio management. This agile system caters to trade order administration allowing for importing documents, smart applications or orders through the IPBS/E-trading module....

The IPBS/Trusts system delivers a simplistic way to control financial record keeping of a single entity or the entire record keeping function for all components in the trust structure. Working in concert with the IPBS/Business Manager this powerful tool enables financial institutions to provide detailed transaction replication from a 3rd......

iPM Epic® has been architected to work effectively with a wide variety of large data sets, both internal and external to the investment management firm, which are routinely used within investment management with great effort and with the significant expenditure of resources. INDATA’s iPM Epic software suite is based on the......

relevant regions

• North America

Architect AI leverages natural language as well as voice capabilities to perform complex workflows rapidly, which allows portfolio managers to work more efficiently, effectively reducing the number of steps in a given process and minimizing the reliance on complex software coupled with external spreadsheets that dominate many of today’s front......

relevant regions

• North America

The ISS LiquidMetrix platform is a proven core infrastructure that delivers a range of services to Buy Side, Sell Side, and Venue operators. It was designed to meet the regulatory, monitoring and performance reporting requirements needed today, performing millions of calculations each day and servicing clients globally to reduce trading costs,......

relevant regions

• Western Europe

The Modular iPlan brings together pensions, savings and investments in one secure place. With our market-leading SIPP at its core, our flexible platform gives you all the tools you need to future-proof your clients’ assets. Flexible - Our Modular iPlan provides the flexibility to amend, change and adopt new investment propositions as......

relevant regions

• Western Europe

JUMP Wealth Management is a unique portfolio and client relationship management solution, including automated client communications and reporting features, dedicated to the professional needs of private banks and family offices.  JUMP Wealth Management empowers wealth management professionals to increase assets under management, improve customer service and generate higher investment performance....

relevant regions

• Western Europe

Our comprehensive automated portfolio management solution is designed to be pragmatic, simple to deploy and easy to handle because we are aware that our customers need quick results. KeeSense® provides wealth managers, family offices and private banks with a complete, user-friendly and secure solution for managing all the strategic functions of......

KeyPM (Key Portfolio Management) is a portfolio management platform for investors and asset management service providers. With its interface of easy-to-use functions, KeyPM is the ideal solution to optimise the analysis, the planning, the execution and the valuation of investments. The software assists portfolio managers in (asset-management) decision making and execution......

Comprehensive Single multi-asset platform providing portfolio, order and execution management capabilities globally. Open Seamless integration with all major vendors, primes, custodians and executing brokers. Compliant Robust internal and external compliance capabilities including risk checks, stress testing, and shadow books and records and more....

Ledgex Portfolio Manager natively supports the unique way multi-manager investment managers handle daily trading activity, positions and pricing methodologies. The platform allows asset allocators to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights. Ledgex PM also streamlines the communication between the front, middle and......

relevant regions

• North America

Linedata Longview for Wealth Managers provides the most sophisticated tools necessary to meet today’s wealth management requirements. Designed for ease of use in one integrated platform, it offers a single, consolidated view through a configurable and flexible portfolio management dashboard. Linedata Longview for Wealth Managers leverages all of the Front......

Allvue’s LP Portfolio Management solution is a fully integrated platform empowering Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, deal tracking and analysis, portfolio management and analysis, reporting, and investment accounting into a single product. Users can manage multiple alternative......

relevant regions

• North America

Built on cloud-native architecture, SS&C Lyric is a modernized platform for global recordkeeping. Lyric ensures you can future-proof your operations as your business model evolves. This helps make your operations safer, more efficient and delivers the digital experiences customers demand. Transformational, front-to-back operating system that enables seamless, fully-integrated solutions for asset......

relevant regions

• North America

Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...

relevant regions

• Asia
• North America
• Oceania
• Western Europe

High performance wrap solutions Wholesale administration for independent asset managers Internal aggregation and risk management integration AI-friendly SSOT data-sets for data analytics Operations management Streamline payment processing Client on-boarding workflow Custom interfaces for your bank Investment management Omnibus account reconciliation Term deposit management Maintain a balanced portfolio Administration functions Platform administration function Track and control cash In transit Custody for off-market assets ...

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients.  Extensive range of investments Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately......

Managed accounts are fast becoming the investment structure of choice for many financial advisers and their clients. When you consider the flexibility, transparency and convenience they offer both advisers and their clients, it’s easy to see why. What are managed accounts and how do they work? The easiest way to think of a......

relevant regions

• Oceania

MA Operator adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture. We don’t ask you to align to a vertically integrated service or data source model. We integrate with the licensee’s chosen broker, bank/CMA or administrator of choice where......

relevant regions

• Oceania

aixigo's Managing Kit is more than portfolio management software and lays the perfect foundation for user-oriented and innovative portfolio management. Digital portfolio management creates excitement among all stakeholders – the customer, the portfolio manager and the back office. The Managing Kit is designed to significantly reduce complex and time-consuming tasks in......

With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs.  Easy to use No learning and re-learning codes Simple account opening and maintenance with integrated CRM Clear, intuitive navigation Customizable, role-based dashboards Real-time efficiency Data is always up-to-date Automatic, immediate updates Real-time error checking Powerful......

By delivering core software free, and offering a choice of optional add-ons and packages at the lowest possible price point, Mclowd puts the profits back in your bank account. By delivering an easy-to-use, secure, richly featured solution, Mclowd drives major efficiency gains that boost both profits and client confidence. With over......

Stop flying blind By dynamically connecting all your disparate data across systems, sources, and departments, you will have the answers and insights you crave in hours – not weeks or months. Ditch the rear-view mirror of ledger-based systems and start looking ahead. Mercatus gives you end-to-end visibility with data you can......

relevant regions

• North America
• Western Europe

MFund is a multi-currency, multi-funds portfolio accounting, valuation, and performance evaluation system catering to the operational needs of investment managers, portfolio managers, insurance companies, mutual funds, unit trusts, and investment management companies....

relevant regions

• Asia

MFund Plus Suite, 3i Infotech’s investment management solution is a comprehensive, multi- currency enabled web based application designed to provide a powerful automation tool to various financial institutions undertaking fund management activities....

relevant regions

• Asia

ModernAdvisor Pro gives you the tools you need to manage your practice, so you can focus on building your client relationships Administration Compliance KYC process Paperwork Account opening Investment selection Account management Rebalancing Tax loss harvesting Portfolio optimization Tax optimization Reporting Account statements Communication Benefits of ModernAdvisor Pro Seamless client onboarding Your very own support team Online and on-demand Monitor everything in one place Low-cost for your clients Flexible pricing ...

relevant regions

• North America

MoneyWare Family Office is a specialized asset and investment management solution, which enables portfolio management and trading and investment accounting for multiple entities within the family. Plutus gives you accurate, consolidated reports with investment calculations so you can further analyze the data you have. MoneyWare Family Office handles all complex accounting......

Global portfolio managers operate in a highly competitive environment. Those who wish to maintain a competitive advantage have been obliged to develop and implement innovative investment strategies, and expand their coverage to cover an increasingly exotic and complex array of new investment instruments. To help portfolio managers handle risk while implementing......

MoneyWare Trust Banking solution is a simplified, comprehensive and cost-effective trust banking solution. It’s a complete browser based solution developed on cutting-edge technology platform that enables banks to cater all its fund & investment management requirements and thus automating its business processes with high performance efficiency and better customer experience. ...

In today's dynamic market conditions, it is impossible to effectively manage your clients' investment portfolio without the right automation in the backend. MoneyWare Integra WMS is built to help you effectively automate every aspect of the investment management lifecycle. The various modules of WMS can be combined to create business......

Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research. The foundations you need for managing your practice Portfolio accounting and reporting Access your clients’ exposure......

relevant regions

• North America

Mphasis is a trusted partner for wealth and brokerage businesses. Our tools increase productivity across the front, middle, and back office. We consistently help financial advisors do more and achieve better results. Applications we built and managed: Account management & trading platform Automates and streamlines labor-intensive tasks Offers a mobile site for iPads  Automated rebalancing......

relevant regions

• Africa
• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

With over 30 years of expertise in alternative investments, through the acquisition of the Burgiss Group in 2023, our Private Capital Solution offers unrivaled data, analytics, and transparency that enables asset owners, asset managers, and financial intermediaries to evaluate and manage complex portfolios. With offices throughout the Americas, EMEA, and......

relevant regions

• Asia
• North America
• Western Europe

Add a higher degree of diversity and consistency to your returns Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and subsequently deploys correlation analytics to determine which from our proven models could diversify your returns. Introducing Multi-Strat Portfolios Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and......

relevant regions

• North America

We are a Saas company focused on providing banks with a UX driven infrastructure to service private banking and single family office clients. Your Entire Family Office Universe Managed on One Fintech Platform Consolidated Reporting Guided and Digitized Facilitation & Governance Family Office Information Repository MyFO™ Data Insights  ...

relevant regions

• North America

Myriad is an integrated set of custom-configurable software modules that provide a flexible, fully automated, highly scalable end-to-end solution for wealth management. Built on industry-standard, open database architecture, the platform offers a high level of flexibility and an extensive breadth and depth of functionality. It also integrates seamlessly with your existing......

relevant regions

• Asia
• Oceania

Our innovative MyWebDepot system will guide you through the entire wealth management life cycle. Win new clients with our client onboarding and contract management solutions, and document your advisory. MyWebDepot will support you in professional management and documentation of client assets, taking account of the current regulatory requirements. Wealth management Wealth managers......

The CFAI compliant Ndex F-Engine system is designed to support the entire wealth management lifecycle for retail and institutional portfolio management. The system is simple to use, set up and maintain. With a fully integrated design, initial configuration and training are minimal. The Ndex F-Engine solution is a fully scalable, web-based wealth management system.......

NeoXam Density is a one-stop-shop, a fully integrated solution providing you with a complete set of functionalities, built around a very powerful portfolio management system. Whether you are a portfolio manager, middle-officer or risk manager, NeoXam Density helps you to focus on what matters the most: your business and clients....

Your investment company acts as a global player on multiple markets. You invest heavily in various asset types with different investment styles that match your mutual fund activity and institutional client requirements. You require consolidated information and accurate workflows for your entire investment decision implementation, and processing that is also......

In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business. The Netfolio portfolio management system has developed over the past decade into a comprehensive, modern software for asset management. Alphasys continually incorporates......

relevant regions

• Western Europe

Access the latest technology and innovations. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity. Portfolio management tools Maximise client investment outcomes and lower business costs with our sophisticated transaction tools. Easily manage bulk transactions, access our Managed Account, rebalance model......

relevant regions

• Oceania

The NetX360® platform is a comprehensive wealth management portal where advisors have a single point of access to manage their business, conduct research, perform transactions and support their clients' needs. We continually invest in the platform to remove the technology burden from you so you can focus on managing your business and......

Nexus has been designed to allow Broker-Dealers to adapt readily to changes in requirements, to provide transparency in business processes and to improve operational efficiency. The Nexus Enterprise Solution provides a number of key benefits that can result in cost savings and operational efficiency. Nexus helps you automate tasks and notifications, leverage staff resources, increase incident......

Platform Features Software-as-a-Service platform for individual, scalable asset and wealth management. We are a full-service provider offering all the products and services needed for digitizing the entire value chain in asset and wealth management for our clients. Our methods are modular, comprehensive, fast, and compliant....

relevant regions

• Western Europe

Portfolio Construction NOVA covers the entire investment management process from front-to-back office, achieving optimal risk-adjusted outcomes for investors Enhance decision making by deploying our optimization algorithms that provide recommendations to rebalance or correct compliance breaches across portfolios Save time by streamlining the allocation process for new issues and secondary market purchases Analyze the impact......

relevant regions

• North America

Our tools have been developed in conjunction with experts suppliers, such as Financial Express, to provide the means to simply and easily inform and manage investment decisions. We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data.   The tools enable advisers,......

What we do We work with boutique trading groups around the world to provide scalable access to alpha for our investors. Our proprietary models dynamically allocate to these alpha strategies to deliver customised solutions with consistent performance in all market conditions. Paramount to our principles is the provision of access to......

relevant regions

• Africa

Authentication Set single and multi-factor auth and client permissions. Onboarding and KYC Encrypted client onboarding, plus KYC/AML integrations. Accounts Create and manage client accounts & held away accounts. Portfolio management Manage securities, investment models, portfolios and goals. Performance Run robust risk and performance reporting on any entity. Orders Create and track single and bulk orders for trade execution. Questionnaires Configure decision trees and......

relevant regions

• North America

One platform, one vision, leading technologyThe Nucleus wrap allows you to combine, or wrap, all of your clients’ investments into a single, manageable online account through a modern, service orientated, open architecture platform. This gives you the freedom to create financial plans to suit each and every client quickly and efficiently. Intuitive The Nucleus......

relevant regions

• Western Europe

Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......

relevant regions

• Western Europe

The evolution of robo-advisory services has led to wealth management and investment offerings that eliminate the element of human biases. Self-learning algorithms and AI technology generate personalised portfolios at a low cost. Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with......

relevant regions

• Asia
• Eastern Europe
• Middle East
• South America
• Western Europe

Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with a fully automated digital investment solution. Reduce drop off and increase conversion with easy digital onboarding enriched by client data to make the journey shorter. Make savings and investment simpler for the customer......

relevant regions

• Western Europe

Institutions face significant challenges in being able to optimise order management processing and control costs. Ensuring compliance with ever-changing regulations remains a costly and time-consuming process, especially when trying to manage it across disparate systems. Data accuracy is another key area of risk. Pre- and post-trade checks can be performed......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Private wealth managers have seen their profession deeply impacted by market volatility, continuous regulatory constraints and increased pressure on costs and fees. The way that individuals approach wealth management has greatly evolved, and institutions need to take into account their clients’ expectations for a holistic approach to managing their wealth......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• South America
• Western Europe

Say goodbye to the hassle of onboarding with Privé's automated client onboarding process. Our secure and fast solution brings down onboarding time, freeing up both clients and advisors to focus on advice and uncovering needs, rather than tedious paperwork.  Our scalable solution integrates seamlessly with other Privé modules, including risk profiling......

relevant regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Deliver fully regulated automated advice to your customers We believe that everyone should have access to high quality personal financial advice, delivered in a manner that is convenient to their individual needs. After all, financial advice is personal....

relevant regions

• Western Europe

A game-changer for super funds giving new choice in system and administration provision for super, pension, defined benefit and non-super products " Recreo are the new player in the superannuation industry offering an efficient, scalable, and secure administration platform to meet the modern needs of trustees and members. The OneTrust platform is entirely......

Oneview Asset Management is a cross-asset real-time risk and portfolio management solution for asset managers designed to provide institutional grade technology through a hosted solution. The rapidly deployed, easily configured platform has the flexibility and ease of use required to satisfy any strategy or investment style....

Elevate your client relationships Custom SMAs Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market. OpenInvest Models Provide your clients with an accessible ESG investing solution with passive, values-based models. Portfolio Diagnosis Connect with clients on a new level with tangible reports that highlight the impact of......

relevant regions

• North America

Investor insight Real-time portfolio monitoring and analytics give you greater clarity and control over your private equity investments. Real-time monitoring Comprehensive drill through from invested fund to portfolio-company level. Deeper insight analysis Access to real-time valuations, performance analysis, portfolio company (PCO) exposure analysis, market data overlay (FX, public pricing), benchmarking and valuation bridges Actionable insight analysis Our......

relevant regions

• North America
• Western Europe

Openworkplace Enterprise is configured with the set of functionalities and services necessary to cover all fintech requirements relating to an outstanding management tool for financial assets for private bankers and affluent advisors. 15 years of life and constant evolution has positioned us as a leader in the financial industry's weatlh management......

It is a robust solution, fully modular, scalable and flexible. It has been designed by experts and for experts and it adapts to the needs of the business models that management companies , companies and securities houses as well as banks require to automate their processes and make them more efficient, regardless whether this is......

PATRONAS OPUS is a modular and fully integratable solution – it can be deployed across various asset classes and an international market environment. The solution enables you to successfully control and manage your entire investment process in equities, derivatives, FI, FX, commodities and money markets. ​The modular concept allows you to......

relevant regions

• North America

We streamline much of what other investment platforms do, lose the bloated functionality you’ll never use, and charge much less. We created the P1 Platform because we saw how others were doing things and knew there was a better way. We’re not interested in shiny gadgets, widgets and outdated paper processes.......

relevant regions

• Western Europe

To effectively manage your investment data, you need the right tools and information to meet multi-basis accounting requirements — including local generally accepted accounting principles (GAAP), tax, statutory, management and International Financial Reporting Standards (IFRS). With PAM®, our comprehensive accounting and management platform, you’ll have the full picture you need. PAM......

Sapphire Software Services is the producer of Panoramix ™, a full featured portfolio management tool and CRM for the financial advisor. Get all of your client information in a single at-a-glance dashboard format...

With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services......

relevant regions

• North America

The wealth management industry is a fast-changing marketplace due to technological, economic and demographic changes. Investment providers need to understand their customers’ behaviors and priorities and harness the power of technology to meet their changing needs. PCS enables forward-looking companies to leverage advanced technology solutions and focus on providing a......

On or off-premise Redefined innovation Front office, operations, accounting, IR Shadow accounting Investor management Reconciliations Third party integrations ...

relevant regions

• North America

Privé’s portfolio construction engine provides AI-driven assistance for building new personalized portfolios or optimizing existing ones in seconds.  Portfolios are optimized according to a variety of qualitative and quantitative target metrics such as asset allocation, return, and volatility, as well as the end-client’s needs and preferences. This includes areas such as......

relevant regions

• Africa
• Eastern Europe
• Middle East
• North America
• Western Europe

The Pivolt investment management solution suite is a powerful array of tools to help wealth advisors grow their businesses and deliver insightful analysis and support to their customers. When combined with MD Solutions’ experienced team of engineers, consultants and support staff, Pivolt becomes a game-changing addition to investment management firms across......

relevant regions

• North America

Portfolio and asset management is a core functionality of PM1, supporting end-to-end processes such as account opening, advanced performance calculations, and sophisticated client reporting. The PM1 suite offers fully scalable solutions for banks, asset management and financial intermediary companies of all sizes. The modular concept guarantees perfect alignment with individual......

A single system for all of your requirements, it’s as simple as that. Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces ...

relevant regions

• Asia
• Western Europe

A platform approach. Enhance Portfolio is an end-to-end investment management solution for assets of any size; delivering optimum performance, risk management and administration through modern platform technology. One advice relationship, one investor account and one fee. Delivered by our experienced Advisory Team, the service combines the benefits of Enhance’s advice, Investment Committee......

Portfolio accounting is an integral part of any investment firm’s operation. Investment firms outsource portfolio accounting tasks to STP to access our people-driven, technology-enabled, and SLA-based capabilities, including: Extensive coverage across all security types, including complex investments Multi-currency accounting Trade date and settlement date accounting Integration with data vendors and order management systems 24/5 processing capabilities Scalable......

relevant regions

• North America

Powerful, easy-to-use portfolio management and reporting solution Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions–all in one secure online solution hosted by us.  You can access, manage, and control all aspects of your data virtually anytime and anywhere. At the......

relevant regions

• North America

Portfolio management and rebalance technology Portfolio Cloud’s institutional grade rebalance algorithms allow firms to optimise portfolios at speed, knowing the outcomes are governed by a robust compliance framework. Portfolio personalisation, model portfolios, advice and APL management Allow firms to grow and adapt their investment proposition as their business requirements change. Whether it be......

relevant regions

• Oceania

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relevant regions

• Asia
• Middle East
• North America
• Oceania
• Western Europe

Introducing our newest product: Portfolio Edge – efficient and rich portfolio construction and rebalancing. Portfolio Edge provides complete coverage for front, middle and back office staff through an integrated platform. Using innovative and forward-looking technology stack from Microsoft, Portfolio Edge creates a blend of stock reporting with customizations. Get real......

relevant regions

• North America

In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’s View portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments. Increase business performance and......

relevant regions

• North America

Track the metrics that matter - Select from a range of sample metrics or create your own metrics. Analyze the performance of your portfolio companies. Make it easy for your portfolio CFOs - Collect portfolio metrics, files and text updates seamlessly. Communicate better with your portfolio companies by collecting what you want,......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Fully integrated portfolio management and reporting solutions Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency. Integrated portfolio management Rebalance......

relevant regions

• Asia
• Eastern Europe
• Middle East
• Western Europe

We think portfolio management software has a long way to go, and that idea drives our company. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform....

Enables portfolio managers to construct optimal portfolios, monitor with various risk measures, and execute / rebalance with seamless broker/TPA integrations....

Investment management firms by their nature need to respond rapidly to market shifts to minimise risk and take advantage of opportunities presented by market and regulatory change. This includes new asset classes, new valuation methodologies, new operational processes including central clearing, increased counterparty risk, increased liquidity risk, cost pressures and new regulatory reporting. Quantifi's......

With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically fed into the system through the respective financial......

relevant regions

• Western Europe

Privé's robust and high-functioning end-to-end central portfolio management tool allows portfolio management services to be offered at scale, allowing clients to service and target new market demographics. With 24/7 monitoring, customizable alerts and reports on all asset classes and multiple currencies, ensure you always have a 360 view of your......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

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• Africa
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• Central America
• Eastern Europe
• Middle East
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• Oceania
• South America
• Western Europe

An outsourced solution that frees you to focus on clients PortfolioServices is a web-based portfolio management and performance reporting solution that is managed for you by a dedicated service team at Schwab Performance Technologies. With PortfolioServices you can see a complete picture of your clients' investments at a glance, no matter where......

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• North America

Privé's Portfolio Simulation & Comparison solution offers comprehensive scenario analysis, stress testing, and real-time impact analysis, giving you unparalleled insights into your portfolio's health. Our solution increases transparency, trust, and engagement between advisors and clients with detailed reporting that simplifies complex concepts.  Visual illustrations of portfolio changes help clients better understand......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

We know that managing portfolios can be demanding. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios. Portfolio System is multi-currency portfolio management software, which allows for faster reporting, quick access to tax, valuation and performance data plus......

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It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....

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• North America

Simplify complexity and maximize performance with solutions that reliably compile portfolio company data, efficiently value your investments, allow you to take control of returns, and deliver effective, shareable investor reporting. It’s portfolio management made easy. Preqin Solutions automates compiling, analyzing and exchanging portfolio information, including vital operating metrics (financial, ESG and......

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• Africa
• Asia
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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Transferring assets is complex. PrimeX makes it easy. The Prime Exchange Network (PrimeX) is used by industry-leading exchanges, OTC desks, market makers, stablecoins, and traders – giving our clients 24/7 access to the partners they need to power their business. With disbursements immediately available, your assets are where you want them......

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• North America

Advancing the high-net-worth experience Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high-touch care. Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect. We help replace legacy technology......

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• Asia
• Western Europe

Our software brings portfolios, advice, orders, compliance and risk together in one place, with one client view so you can focus on delivering more for your clients. Save time, increase efficiency and transform the private wealth experience....

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• Africa
• Asia
• North America
• Oceania
• Western Europe

Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start. Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on......

Provide your relationship managers with a unique sales-marketing digital experience. Prospero Mobile App is a versatile multi-channel platform, which has been designed to be accessed anywhere: tablets and web client offer the same accessible interface. Our solution increases the productivity of your client-facing staff by reducing their administrative tasks. It enables......

PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures. The modules Advisor Portal and Client Portal support in addition the complete process......

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• North America
• Western Europe

Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips. Client Servicing and Reporting Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether......

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• North America

Pulse makes it easier to improve business processes, manage data and meet your compliance requirements.  It offers everything you need for client liaison, sales reporting and service delivery....

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• Africa
• Asia
• North America
• Oceania
• Western Europe

QORT based solutions serve for end-to-end automation of the following operations – monitoring and managing positions and risks over all markets and groups of participants, determination of financial results, automation of accounting operations, requisite report preparation, reporting of OTC trades, depositary accounting. midQORT An automated middle office that provides monitoring and management......

relevant regions

• Eastern Europe
• Western Europe

An offering dedicated to professionals Quantify is a professional robo-allocator based on the investment universe defined by the human advisor. It guides and assists them in composing and arbitraging their clients’ portfolios, which are classified in five risk profiles using a quantitative approach combined with a macro-economic analysis. It does not replace the......

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• Western Europe

Differentiate your value proposition With a growing number of investment professionals in a fierce competitive environment, family offices and private banks are demanded to showcase an increasingly higher level of resources and skills. We strengthen your value proposition and help you distinguish your management methods from those of other financial institutions......

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• Western Europe

Enable your clients to benefit from QuietGrowth Portfolios Set up and maintain a QuietGrowth account for each of your clients Allow your clients, to set up, monitor or manage their QuietGrowth Portfolios ...

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• Oceania

We’re pleased that we can now offer all advisers a platform that’s quicker, easier, and smarter, so that you can enjoy: Wider choice to tailor your advice to every client’s needs Greater convenience to access everything you need in one place More control over how you manage your clients’ investments You asked for an......

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• Western Europe

Quotestream Desktop Quotestream Desktop is the latest in streaming real-time portfolio management from QuoteMedia. It is the next generation of the award-winning Quotestream application for active traders, featuring rich new content, tick-by-tick lightning fast market data, and extensive customization in a trading terminal style interface. Quotestream Mobile Quotestream Mobile delivers comprehensive portfolio management and......

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• North America

Rapper Wealth Management Software is a complete solution for asset managers, family offices, private banks and monitoring services. Position and transaction files from various custodians are daily processed in an automated fashion and will result in consolidated reporting for listed and or alternative assets. The CRM functionality such as online client dossier,......

Portfolio accounting Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. Reporting & performance analytics ReconAdvantage provides an extensive collection of highly customizable, automated......

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• North America

Devexperts Retirement Solution consists of the back- and frontend of a system, which forecasts income for a set period of time. The system is equipped with data charting and visualization of a customer’s retirement portfolio. It demonstrates two retirement portfolio use cases: modelling of a possible situation and demonstration of a......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

It comes with a variety of endpoints offering tailored individual saving plans based on risk assessment, an individual investor’s financial situation and investment preferences. The Robo Advisory seeks to support the guidelines defined by the MiFID-II regulations. The solution comes as Quantfolio Robo Advisory App or as a rest-API. It can......

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• Western Europe

Why Robo Advisory App? No geographical limit: Client on boarding process is same whether the client is at your office or in Dubai or New York, all it take 5 minutes process to enable client his first purchase. No human dependency: Flawless, seamless investment process! Handle more number with very less employees. 24 X 7......

Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....

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• North America

Additional services include partnership accounting and tax services for those who invest through family limited partnerships or other pooled investment vehicles, as well as for specialized needs for investment and performance reporting. Maintaining spreadsheets, reconciling data and manually preparing reports can be an inefficient use of time and resources and more importantly, is......

relevant regions

• North America

Riskalyze, a financial technology firm which sells to 20,000+ financial advisors, uses our technology under the hood to power Riskalyze Trading. Here are examples of our features: Direct Indexing combined with tax-loss harvesting, including ESG/SRI filters and tilts Tax-efficient portfolio rebalancing, including evaluating the tradeoffs between efficiency and tracking Tax-efficient portfolio migration with optional......

About Ruby Since 2004, our team has developed over a half dozen custom portfolio management systems covering all asset classes and supporting a wide range of investment strategies. Ruby is the product of all these years of experience working with portfolio managers and their COOs to provide solutions to their specialized......

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• North America

A simplified approach to portfolio management Schwab Advisor Portfolio Connect delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. This solution is not multi-custodial, and is not a replacement for PortfolioCenter®, but is available free of charge to advisors whose clients custody......

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• North America

Centralised personal and business financials One solution for managing your clients’ personal and business affairs all in one place. Integrated wealth management for advisers Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs. Advise clients using real time data Automated feeds from banks, superannuation, property, share......

relevant regions

• Oceania

SEI Wealth Platform: The future is here Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution......

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• North America

In today’s financial markets asset managers are being asked to adapt to new risk requirements and increase insight to investors; all while implementing cost-saving measures. With the ever-changing nature of technology, it is critical that systems are positioned to handle these challenges....

Don't stand the risk of losing business entirely or being stuck in a non-profit waste land....

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• Western Europe

Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family......

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• Western Europe

Signal is an automated monitoring and reporting solution that compares your holdings to relevant thresholds, provides alerts when you need to take action, and generates disclosure notifications that can be filed with regulators. Compliance simplified Single solution Access one platform to evaluate all of your holdings against regulator and exchange thresholds Streamline compliance Standardize your......

Empowering accounting professionals Go beyond manual data entry. Grow your trust investment and portfolio management business with Simple Invest 360! Leveraging the powerful, award-winning technology of our SMSF administration solution, Simple Fund 360, together with an ecosystem of 300+ automated data feeds, Simple Invest 360 provides robust CGT record-keeping, trust portfolio financial......

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• Oceania

Comprehensive Technology Platform The Simplicity Solutions platform is flexible to accommodate how your team operates. Our technology platform begins with prospecting and a proposal generator, and extends into client service with trading, billing, compliance, and reporting solutions. You can even find the integrations that fit you best with the help of......

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• North America

Six Park for Advisers provides you with an end-to-end investment management service from risk assessment through to ongoing management. We also provide tools and reports that give you insight around the client’s investments so you can engage and build a meaningful relationship with these clients at the right time. Our solution is......

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• Oceania

Woltix Smart Portfolio Analytics enables wealth managers and advisors to provide rich investment portfolio analytics internally and for their customers. This versatile tool makes available multi-currency cross-asset performance and risk analysis. It covers the workflow end-to-end - from returns and VaR calculations to rebalance and optimization.  Our solution fully integrates customer......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Turnkey Asset Management Platforms (“TAMPs”) have built a loyal following over the years by providing advisors and broker-dealers with a more efficient way to operate their business, access strategies, and meet client demands. Several firms have created bespoke solutions that each have their own services, features, benefits, and drawbacks. This......

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• North America

Whether you are starting out in SMSFs, or looking for the best way to support your existing SMSF clients, choosing the right professional administration service is key to growing your SMSF business and providing the best service to your clients.  Let’s get smart – your essential administration solutions With more than 30......

A single core solution for real-time overview of the client’s investments A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances......

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• Western Europe

Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Designed and built to leverage open architecture asset management, Solovis offers a flexible, robust platform created to generate detailed analysis and dynamic data modeling across multiple portfolios and pools of capital......

A next generation wealth management administration system, Sonata recognises that strong customer relationships underpin long-term, sustainable business success. The application enables you to connect and engage with your clients anytime, anywhere, using their choice of device – desktop/laptop, tablet or smartphone. Sonata is a byword for innovation: responding to changing......

For banks to better satisfy mass affluent customers and private bankers to attract and retain their clients, it is vital to offer the kind of services that they are seeking. Our solution’s integrated platform offers everything from investor profiling and portfolio recommendation to transaction and operational execution. To offer the right......

Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need.  Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

SS&C Hubwise is more than just a client service and accounting platform, it integrates all your processing needs. Let us show you how you can manage your operations and leave you to what you do best, manage your firm and deliver the highest client standards. A New Engine to Drive Future......

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• Western Europe

Betafolio takes the hassle out of advisers’ investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes....

Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you. Market-leading and innovative portfolio management solutions: Professional Portfolio Manager helps you to scale your advisory investment process......

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• Western Europe

StockOpter.com for Advisors is the best tool for… Attracting new clients and assets under management Identifying equity compensation risk and encouraging clients to diversify Creating branded equity compensation analysis deliverables Developing a framework for providing company stock and option guidance Timing employee stock option exercise /sell decisions Monitoring key decision criteria (e.g. vesting, expiration, risk/reward, concentration) Calculating......

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• North America

Strad Pro bridges the gap in wealth management, allowing advisors to offer top-tier, comprehensive planning and portfolio management services to all clients, regardless of their wealth status. It's like giving every client the Rockefeller treatment, enhancing your service quality and efficiency with state-of-the-art technology, while differentiating your firm from all......

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• North America

Our platform is a bespoke, open architecture system, offering unbiased access to more than 4,000 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk. It enables business principals, advisers and support staff to select investment solutions that best meet the......

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• Western Europe

What is CubitBlack? CubitBlack is a portfolio management platform driven by a quantitative engine. Fundamental analysis, opportunity screening, pre-trade, build strategy, and risk management. How can Synertree help me? CubitBlack helps you actively manage risks and seek opportunities. Build trading strategies and manage portfolios with scientific procedures. Top down Industry and security screener. Asset allocation recommendations. Build......

A powerful solution for wealth management Troika offers you a flexible suite of wealth management modules that will save you time and money. It is customisable and flexible It is a powerful system that has many definable features that make the software work the way you want it to. It is simple, yet comprehensive Troika makes complex......

Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the......

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• North America

PortfolioCenter Cloud allows you to: Simplify and streamline your processes Retain control in-house Access your data any time, from anywhere Recognize efficiencies with ready-made templates Never worry about hardware specifications Reduce IT overhead and demands on resources Budget with no surprises Sleep better knowing your data is secure When the time is right, you can easily add industry-leading Tamarac......

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• North America

Let go of legacy. Go digital. Do you have legacy software? Are you using asset or wealth management platforms that don’t serve you to the fullest? Are you a startup or breakaway advisor looking for a reliable, long-term solution right out of the gate? Whatever your needs are, you’ve come to the right......

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• North America

TAMS includes all of the core functions of TNET. We offer a wide variety of add-on modules that can provide additional capabilities according to your specific operations. We believe you should only pay for the modules that you need. As your requirements change, you can add more modules to streamline......

relevant regions

• North America

Challenge Today’s customers are demanding more transparency and a wider array of products while managing their wealth. Wealth managers and wealth management firms, will also have to tackle challenges related to pricing and keep an eye on costs. Plus, complying with regulations can get in the way of profitability. A wealth......

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• Asia
• North America
• Oceania
• Western Europe

More Time In Your Day, More Money In Your Pocket Technology integration and consolidating systems are critical to streamlining your business. Eliminate busy work and discover what you can do with all that extra time and savings. Portfolio management system Industry leading system integrations Financial planning CRM Analytics Cloud based solutions On-Demand money movement Give Your Clients What They......

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• North America

The de facto solution for the wealth industry With clients among the largest global financial institutions and boutique firms, Temenos Wealth enables differentiation, delivers cost reductions, and leverages the latest technology to support end-to-end digital transformation with a composable front-to-back architecture. Adapt to new clients A generational transfer of wealth is underway. Private......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Developed specifically for advisors and portfolio managers, Temenos Wealth Front Office provides sophisticated functionality across profiling, modelling, performance reporting, risk and compliance and more. Benefit from out-of-the-box workflows ready to operate based on any customer needs. Power portfolio management at scale and increase productivity by automating investments, order generation, and......

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• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Scalable and highly configurable, its capabilities include portfolio management, valuations, powerful performance analysis, modelling, order management, CGT and compliance.  We’ve even incorporated CRM, so you don’t need a separate system. Previously complex, labour intensive tasks are simplified through intelligent automation, thus reducing rework, cost and risk.  This includes fee and corporate action......

By choosing Asgard, we enable you to concentrate on giving your clients great advice. How? By taking the pain out of administering your clients' accounts through the use of AdviserNET, our award winning portfolio management solution. And because our range of products caters for all your clients' investment needs from......

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• Oceania

Single family office The Asset Vantage platform is designed to give U-HNW families ultra-high visibility into their complex investment portfolios, equipping them to make insightful and better-informed decisions. Our platform provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of a......

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• Asia
• Middle East
• North America
• South America

Features and benefits Our easy-to-use platform offers value for money and has all the essential functionality you need. Lets your clients hold their investments in one place. Bulk transactions and business reports reduce admin time, giving you more time with your clients. Streamlined quote and apply process saving you time and money. With the Aviva......

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• Western Europe

Improved performance and a quick time-to market Asset managers across the globe are challenged to outperform their benchmarks. Traditional fundamental analysis using common data sources and techniques results in an increasing difficulty to outperform. We help to create a competitive advantage by bringing together adaptive AI, alternative data sets and new ideas that......

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• North America

Tools Through the Novia Platform we provide a comprehensive suite of tools for advisers. We developed the tools based on advisers’ requirements so that they can simply and easily inform and manage clients’ investment decisions. We seek to add value by cutting out unnecessary paperwork and the time wasted by repeatedly having......

MyVest’s core offering is its The Strategic Portfolio System™ (SPS), a cloud-based software and services platform that enables the provision of holistic wealth management across the enterprise in a single, unified system.   SPS automates the end-to-end delivery of personalized portfolios at scale, from strategy & model management, client proposals &......

relevant regions

• North America

We offer a wide variety of add-on modules that can provide additional capabilities according to your specific operations. We believe you should only pay for the modules that you need. As your requirements change, you can add more modules to streamline your operations....

relevant regions

• North America

Portfolio management TORA organizes all your data in one place Our PMS system is utilized by the industry’s leading hedge funds, asset managers, proprietary trading firms and sell-side trading desks globally. We track it all Your portfolio is the result of thousands of hours of research, analysis and hard work, and we track it......

Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and clients bringing confidence and retaining......

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• Central America
• South America
• Western Europe

This tried and tested order management system is able to perform client account management, real time credit limit checking with TradeChk, order and trade status updates and confirmations....

Build a robo-advisory complete solution based on your marketing strategy, assets lists and your brand identity. Tradency offers a robo advisory software development that includes unique modules and features for your company to stand out from the competitors. Integrated with your existing financial systems, our development services enable to provide your customers......

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• Western Europe

Trade with efficiency, customize portfolios with ease Scale your back-office trading proceses Trade efficiently and confidently with block trading, custom workflows, automatic alerts, and pre-trade reviews. Personalize client portfolios Create custom, tax-advantaged SMA portfolios for each client’s unique objectives. Enhance your investment strategies Expand your investment offering with access to models from leading institutional strategists. Do more......

relevant regions

• North America

White label robo advisor solution Tradingfront includes reliable, easy-to-use features for automating virtually all aspects of account opening, rebalancing, trade analysis and client management. White label platform We take an open-architecture approach across custodians, investments and technology solutions. We work with your brand, your investment philosophy, your workflows and your relationships. User onboarding We created......

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• North America

Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories. But that really isn’t our style......

Delivering liquidity and funding remains the treasury function’s primary focus. But its role has expanded and become more complex driving the need for a consolidated approach enabling you to: Focus on business/clients, rather than manual processes Enable complex pricing and operations for derivatives hedging Consolidate your view of activities across trading, banking, and......

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• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

A powerful solution for Troika reporting Connect is an obvious extension of your existing Troika– making the system work even harder, just for you. It is compatible and simple It can be integrated into your existing intranet and is easy to customise. It is highly organised and fast Connect disseminates data rapidly throughout your company in a single solution....

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• Caribbean
• Western Europe

Distinctive solutions for: Single or multi-family offices Wealth management of Ultra High Net Worth individuals Private wealth, asset and investment management Benefit from a single point of control for all family office activities and interests. Streamline practices with responsive asset and wealth administration capability to HNWIs. Increase support to family members and their range of philanthropic......

relevant regions

• Caribbean
• Western Europe

What is TroikaNet? Accessible anywhere TroikaNet is a web-based application that can be installed on premise and then easily accessed by every member of your staff from anywhere on any device. Fully scalable From an ‘out-of-the-box’ option for fast and easy installation to a fully customisable system; TroikaNet is a truly scalable platform to......

relevant regions

• Caribbean
• Western Europe

For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully-integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth......

How do your customers benefit from our investment solution? Delight your clients with innovative technology and a fully digital and transparent investing experience. Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile Account opening in minutes: Fully digital account opening in three......

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• Western Europe

Changing regulations, increased cost pressures and more complex IT structures are driving firms to implement more cost-effective, efficient operations solutions. Our comprehensive trust platforms empower firms with the flexibility to select the deployment option and solution suite that best meets their needs. Enjoy the flexibility of being able to choose a......

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• North America

Challenge High costs of exposure to the cryptocurrency market were a significant burden. Solution by Trustia A centralized management system, which consolidates operations and streamlines management, resulting in cost reduction and simplified processes. Impactful Results 72% of direct savings 80% leaner team No infrastructure needed ‍...

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• Western Europe

We offer a wide variety of add-on modules that can provide additional capabilities according to your specific operations. We believe you should only pay for the modules that you need. As your requirements change, you can add more modules to streamline your operations....

relevant regions

• North America

TrustQuay Online is the game-changing corporate services and trust administration Software-as-a-Service (SaaS) solution, powered by Microsoft Dynamics 365 Business Central. It is the only cloud-native and fully-digital entity management, client accounting, general ledger and practice management platform within this market. TrustQuay Online accelerates digitalisation and drives automation to differentiate your business....

relevant regions

• Asia
• North America
• Oceania
• Western Europe

GeoWealth’s open-architecture platform supports all types of investment programs and vehicles along with a state-of-the-art automated back office module enabling RIAs, individual advisors, and institutions to run a cost-efficient business and concentrate on asset gathering while bringing unique value to their clients.   Work smarter With multiple facets to our cloud-based platform, we......

relevant regions

• North America

Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all. Top of mind for wealth management firms today are investors and their needs for simplicity, transparency and......

The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You......

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• North America

You want to manage investments – not complex partnership accounting in spreadsheets. Vantage’s Partnership Accounting Software – Vantage Investor™ helps you effortlessly manage up-to-date investor capital accounts, perform partnership accounting and allocation, waterfall calculations, and report generation and distribution. Gaining and retaining the confidence of your clients requires uncompromised investor servicing......

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• North America

Vantage Portfolio Accounting provides investment and fund accounting for both private and public investments and securities. Up-to-the-minute transactions, valuations, performance, risk and many other statistics at your and investors’ fingertips. Monitor results at the master fund level or drill down to view statistics for feeder funds – or even individual holdings. The......

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• North America

A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......

A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......

Choice and flexibility are the backbone of our technology ecosystem. The Veo platform's industry-leading integration capabilities are an extension of this belief. Our open approach enables you to determine the applications that will best suit your needs, and also can help you gain more from your existing technology solutions. We continually......

The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. Features & functionality The VestmarkONE®......

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• North America

Dashboard overview - efficient portfolio management: from index strategies to crypto assets Rebalancing tool - active investment management in real time Orders and executon - sophisticated order management Customized reporting - user-based customization of reports Investment rules - automated compliance checks Fee calculator - real-time fee calculation Activity log - compliant audit trail of all life-cycle events NAV calculation - daily NAV calculation ...

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• Western Europe

VestServe’s Investment Management System (IMS) is a fully integrated investment management and accounting solution. By integrating the front, middle and back office operations into one solution, VestServe can improve an organization’s business performance while lowering total cost of ownership....

Oversee Your Entire Investment Lifecycle With a foundation built on managed data services, sophisticated analytics and innovative workflow applications, Vidrio delivers the solutions and business support you need to successfully manage every stage of your multi-asset class alternatives investment lifecycle. Complete Multi-Asset Class Investment Management Solution Executives Research teams Portfolio teams Operations & Compliance Risk teams Centralize Your......

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• Western Europe

Vidrio One offers the core benefits of Vidrio with more simplified functionality, including standardized tools, reduced implementation and lighter services. Get anytime, anywhere access to complete, up-to-date information across your entire ecosystem of portfolios, funds and investor data – all right at your fingertips. Take control over your investments with complete oversight over all aspects......

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• Western Europe

Helping clients with their U.S. brokerage offering ViewTrade for Business brings together the capabilities of ViewTrade Securities and Orbis Systems to provide solutions to meet the technology, information and brokerage needs of brokerage firms and banks worldwide. We specialize in Agency Brokerage for the wealth management, private client and retail brokerage divisions......

relevant regions

• North America

Personalized portfolio construction Individual risk profiles Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time. Customized portfolio restrictions Build out a dedicated strategy by adding or removing specific asset......

relevant regions

• North America

Leading you to the future of asset management Based upon a single data repository, Vision offers portfolio management, risk management and order management as well as all the administrative, audit and compliance functions required in a sophisticated asset management company, bank or family office. Engineered from the ground up to cover a......

relevant regions

• Eastern Europe
• Western Europe

WealthArc benefits We offer a holistic solution to wealth management challenges giving your business a competitive edge. Comprehensive Fully automated data consolidation means every client portfolio you manage is automatically gathered from each custodian bank and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data! Cost-effective WealthArc......

Wealthbrain Empowers Wealth Management Companies, Independent Financial Advisors, Family Offices, Wealth Managers and High Net worth Individuals. Unified platform Wealthbrain is a cloud-based platform which provides users with a holistic view of their entire portfolio on a single platform. Secure platform Wealthbrain is ISO 27001 certified for Information Security Management. Connected with custodians Wealthbrain receives......

relevant regions

• Asia
• Middle East
• Western Europe

No need to buy multiple software, all asset classes, CRM, financial planning, goal mapping, lead generation in one software....

Client suitability tools (willingness & ability to take risk) A portfolio construction approach that avoids shoe-horning clients into model portfolios Practice efficiency tools such as white-labelled proposal and review documents Execution and client reporting ...

relevant regions

• Western Europe

Bringing together the best wealth management components in the market, Wealth Hub delivers cutting-edge technology to deliver exactly what private client managers need, all in one place. Wealth Hub combines focus:wealth by Focus Solutions, BITA Wealth by BITA Risk and IMiX by Investment Software. These three technologies lead the market in client portal, risk profiling and portfolio management......

relevant regions

• Western Europe

We deliver a highly successful direct to consumer service, and we're one of the UK's leading providers of white-labelled digital investment solutions. We make it easy for your business to offer new services to customers, create a new revenue stream, and enter an expanding market in a short timeframe. A solution......

relevant regions

• Western Europe

What is the difference Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients. How does it work Wealth......

relevant regions

• Asia
• Middle East
• Western Europe

Contemi's award winning Wealth Intelligence (WIN) solution is a fully integrated, modular tool box catering for exacting requirements of the wealth management and private banking industry. Individually, modules provide 'best of breed' point solutions to solve specific challenges. Deployed together, these modules provide an intuitive, function rich, full front to......

relevant regions

• Asia
• Middle East
• Western Europe

FIS' award-winning, end-to-end wealth management solutions allow you to move to a variable-cost model with the confidence that your operations are managed securely, efficiently - and profitably. FIS delivers a complete set of outsourcing services that can be tailored to meet the needs of organizations, with a dedicated client service team......

With a deep understanding of the financial industry and its unique complexities, we deliver tailored solutions that empower you to effectively manage and grow your clients' wealth. Trust in our expertise to create innovative software that provides comprehensive portfolio management, intelligent financial analytics, and seamless integration with third-party platforms, empowering......

relevant regions

• North America
• Western Europe

Agora is the leading cloud-based wealth management dealer services platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest in developing clients and enhancing your investor relationships. Easy on-boarding Agora uses automation to make on-boarding effortless and client-friendly Freedom to move Access Agora from......

relevant regions

• North America

With a wealth management desktop from financial.com investment advisors easily provide expert advice and global investment strategies to their clients. We deliver indispensable Thomson Reuters content in a speedy, efficient, workflow driven manner. The platform is highly customizable to meet user’s needs and can be readily tailored to the corporate......

relevant regions

• North America
• Western Europe

The wealth management benchmark solution to strengthen your expertise and enhance your advice. A single tool with all wealth management topics to support your clients at every stage of their lives. Wealth analysis Support your clients by carrying out global or thematic wealth studies (real estate, insurance, taxation, retirement, pension, transmission, specific solutions......

relevant regions

• Caribbean
• Eastern Europe
• Western Europe

illio's Wealth Platform is our all-inclusive platform, including instrument-level and portfolio-level analytics and insights. We connect seamlessly to your back-office system, pull in your listed, unlisted and digital assets from your client portfolios and funds and normalize everything into one portfolio. The platform then translates the data into analytics and insights......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Wealth Platform is an end-client portal that provides flexibility and agility so that information and insight can be delivered in an engaging way to your clients. Wealth Platform is designed and built to provide exceptional user experiences, as clients become more confident in using the web and mobile devices to access......

The wealth management industry is undergoing a radical transformation. The industry transformation, market volatility and the changing customer profile and expectations are posing new challenges for the technology as an enabler of the change. The expectations and requirements of the emerging industry are equally radical and cannot be fulfilled by......

The rebrand, which will come into effect in the second half of the year (2023), marks a new era for both platforms under CEO, Patrick Mill, and his new executive team....

relevant regions

• Western Europe

The Wealthtime Select platform has been developed over many years by our in-house IT team, who each have pension and investment administration experience. We work in collaboration with our users so we can gain a deeper understanding of your business needs and because the technology is entirely our own, we......

relevant regions

• Western Europe

Wize One single Web integrated software solution that covers always more of your business needs going from compliance, regulatory, portfolio management system, client side reporting and e-access. Our focus Intuitive user experience, rich & performing functionalities, easy & transparent pricing model....

relevant regions

• Asia
• Caribbean
• Western Europe

XENTIS is today’s choice for leading investment companies and is currently used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS’ comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations....

Xplan is award-winning financial planning and wealth management software for advice practices of any size—from the smallest IFA to the largest networks.   Supporting all types of advice, from simple throughto complex needs, Xplan allows you to manage the entire advice process from discovery, current position and goal-setting, analysis, strategy development,......

relevant regions

• Africa
• Asia
• North America
• Oceania
• Western Europe

αlchemist: At a glance The first advisory platform that truly empowers the decision maker Forward looking results Econometric methodologies Modular & user friendly interface Client input driven Infrastructure to extract ideas Superior platform Public markets Private markets 3rd party applications White label options New business opportunities Addressing bespoke client requests ...

relevant regions

• Western Europe