Portfolio & Wealth Management Systems

For many wealth managers, a core piece of technology infrastructure to deliver their services to clients is some form of Portfolio & Wealth Management System. With the business needs of wealth managers expanding, from data to regulatory to clients and more, this piece of infrastructure has evolved significantly over the years, moving from a core accounting and portfolio management focus to a broader set of functionalities to support a wider set of responsibilities. Our Portfolio & Wealth Management Systems business need covers tools and solutions that support the administration and management of financial and non-financial assets as well as those platform providers that support wealth managers with their core technology infrastructure.

  • Total Solutions430
  • Solution Providers322
  • Knowledge Resources277
Business Needs Filters
Office Presence Clear

Featured Solutions

Zurich, Switzerland

additiv Hybrid Wealth Manager

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
Relevant Regions
Zurich, Switzerland

additiv KickStarter

KickStarter allows your organization to get ahead of the sweeping changes facing the wealth management industry. It is available for multiple additiv solutions including its market-leading Hybrid Wealth Manager, and it combines three components. Each is compelling, but together they become a game changer. CA user experience platform. Allows wealth managers to launch......

Client type
Aachen, Germany

Portfolio Management Software

The automation of individual DPM mandates for large portfolios is made significantly easier by partial automation, module methodology and system-supported quality assurance. If you open up discretionary portfolio management for customers with lower investment amounts, our solutions help you to manage services in an economically attractive manner through efficient back office......

Client type
Relevant Regions
Zurich, Switzerland

Avaloq Wealth Management Platform

Avaloq Wealth management is an intelligent automation to help advisors and relationship managers guide clients toward their investment goals and aid portfolio managers with portfolio building and managing discretionary mandates. Such a personalized service adds depth to client relationships.   ...

Client type
Relevant Regions
Singapore, Singapore

Bambu BUILD

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......

Client type
Relevant Regions
Krakow, Poland

Comarch Wealth Management

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......

Client type
Relevant Regions
Singapore, Singapore

Wealth Intelligence (WIN)

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......

Client type
Zurich, Switzerland

CREALOGIX Invest

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......

Client type
Vernier, Switzerland

OLYMPIC Banking System - Core Banking

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
Relevant Regions
Lausanne, Switzerland

Advisory application

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
Lausanne, Switzerland

Wealth platform for IAMs

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
Relevant Regions
Dublin, Ireland

InvestPro

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......

Client type
Relevant Regions
Jacksonville, FL, United States

Unity Wealth Platform

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......

Client type
Norwood, MA, United States

FundCount

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......

Client type
Birmingham, United Kingdom

IMVS Wealth Management Solution

Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......

Client type
Beverly Hills, CA, United States

Digital Wealth Platform

For wealth managers, advisors and turn-key asset management programs (TAMPs), InvestCloud Digital Wealth apps are designed from the ground up to provide an intuitive and seamless experience for advisors and clients alike. Unlike hard-coded point solutions, InvestCloud Digital Wealth apps offer holistic truly solutions for wealth managers and advisors....

Client type
Relevant Regions
Beverly Hills, CA, United States

Financial Supermarket

For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products....

Client type
Relevant Regions
San Francisco, CA, United States

Jacobi

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
Relevant Regions
Stockholm, Sweden

OutRank Pension Planning

During our working lives, there is no more important investment goal than building a nest egg for our retirement. Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much......

Client type
Relevant Regions
Geneva, Switzerland

New Access - Core-to-Digital solutions

Our core-to-digital solution suite includes an advanced and comprehensive wealth management core banking system (Apsys), a portfolio management system (Equalizer) and a digital client lifecycle management platform (Banker’s Front). Through our offer, we are proud to empower private banks, wealth managers, advisors and asset managers towards their successful business growth.......

Client type
Relevant Regions
London, United Kingdom

Nucoro Private Banking & Wealth Management Solution

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......

Client type
Milan, Italy

Objectway AssetMgmt Suite - OPM

As part of Objectway Wealthtech but also Objectway Asset Mgmt Suite, OPM is a dynamic discretionary portfolio management solution responding to the most advanced needs of banks and asset management companies in terms of unlimited flexibility and configurability in providing service to all customer segments, maximum operational efficiency, incremented back-office......

Client type
Relevant Regions
Milan, Italy

Objectway WealthTech Suite - EXIMIUS

As part of Objectway WealthTech suite, Eximius 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. The solution is designed to......

Client type
Relevant Regions
London, United Kingdom

Off-shore Engineering

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
Relevant Regions
London, United Kingdom

Operating Platforms

We integrate the best financial technology and services to create efficient and engaging investment operating platforms for family offices, wealth and asset managers. Our platforms provide our clients with the capabilities they need to operate most efficiently by: Selecting and integrating the best technology and services Delivered through a single, cloud-based, customisable portal ...

Client type
Relevant Regions
Athens, Greece

Axia

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
Athens, Greece

FMS.next

FMS.next is the modern and flexible banking platform successfully addressing the needs of global financial institutions, retail and corporate banking, traditional as well as branchless and challenger banks or alternative finance organisations. This is achievable through its uniquely designed modular architecture which coupled with powerful product factory capabilities enables firms to......

Client type
Relevant Regions
Bologna, Italy

PFTPro® Suite

The wealth management business is in a period of transition, with shifting regulatory landscapes, increasing competition and clients demanding ever more sophisticated, innovative services for less, innovation is becoming an essential part of every institution's business plan. Prometeia can help you create value for your clients, lower your cost to......

Client type
Relevant Regions
Madrid, Spain

Tower

Tower is the TechRules leading software solution for wealth management. It is the answer to obtain a complete lifecycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to......

Client type
Espoo, Finland

WealthMapper

The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of......

Client type
Relevant Regions
Zug, Switzerland

VISION CORE Technologies

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 wide variety of asset classes, Vision is the......

Client type
London, United Kingdom

Titanbay Platform

Founded by a group of private equity professionals, asset managers, and technologists, our mission is to create the world’s leading platform for private market capital, elevating the investor experience via optimal systems. Titanbay is a digital platform enabling private and institutional investors to thoughtfully invest in top tier private equity funds.......

Client type
Relevant Regions
Singapore, Singapore

Investor Trading Platform

An easy-to-follow platform that enables investors to invest in Equities, ETFs and Mutual Funds that require low investment amounts. It allows basket investing to invest into thematic baskets. Investor Trading Platform is customizable and can be tailored to suit specific requirements and trading style. It features an assortment of helpful real-time......

Client type
London, United Kingdom

WealthOS Platform

A modular core platform that can be used in its entirety or in parts. It can be a replacement to an existing system or a complementary addition towards improving speed and agility. We have released the WealthOS Platform and the WealthOS API in a private beta mode. The beta highlights some of......

Client type
Relevant Regions

All Solutions

London, United Kingdom

7IM Platform

The 7IM platform offers financial advisers a flexible, cost-effective service to suit a variety of needs. In addition to the technological benefits, we also provide the support of a dedicated team to help you get the best out of that technology. It provides the widest possible range of investment solutions.......

relevant regions
Muncie, IN, United States

Accutrust Cheetah

Wouldn’t it be great to have the freedom to help your clients from anywhere? Accutrust Cheetah is built with modern conveniences in mind. We host the application for you, which will allow you to work from any location in the world and let you deliver the highest touch possible to......

relevant regions
Zurich, Switzerland

additiv Wealth Robo Advisors

additiv Wealth Robo Advisors 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......

relevant regions
Windsor, CT, United States

Advent Genesis

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
Windsor, CT, United States

Advent Portfolio Exchange (APX)

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
Melbourne, VIC, Australia

Advice Solutions

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......

Cheadle, United Kingdom

Adviser Cloud IFA

The main features of our software include: commission management, MI reporting, live valuations, slick client management, secure document management, a comprehensive fact find module, custom workflows and streamlined task management. We offer flexibility as standard and Adviser Cloud is customisable and set up to function around how you and your business......

relevant regions
Perth, WA, Australia

AdviserNET

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
Weston, MA, United States

Advisor360° Platform

Advisor Our unified platform enables advisors to work in a streamlined and efficient manner so they can spend more time building client relationships. Key features Dashboards Portfolio/performance reporting Trading CRM Imaging (documents) Models/rebalancing Operations Mobile App Alerts/workflow Business analytics Planning/goals Proposals Client Our client portal enables advisors' clients to see their complete financial life in a simplified, modern user interface, viewable on either desktop or mobile app. ​​Key features Entitlement-based Portfolio/performance Account aggregation Paperless documents Document......

relevant regions
McLean, VA, United States

Advisor Connexion™

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......

Raleigh, NC, United States

AdvisorEngine

Digital onboarding One consolidated e-signature moment - with your custodian's forms and your firm's documents Fund new accounts through ACATS or ACHs CRM Automate your processes using powerful workflows Elevate client service using proactive reminders Client portal Collaborate securely, including two-way document sharing and e-signature Offer account aggregation to pull in savings account and credit card activity Goals-based planning Show......

Austin, TX, United States

AdvisorEnterprise

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

Dallas, TX, United States

AdvisorEXP

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
Lambertville, NJ, United States

Advisor Platform

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 -......

St. Gallen, Switzerland

Advisory Suite Software

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
Chicago, IL, United States

Advyzon

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......

Den Haag, Netherlands

Aegon Platform

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
Dubai, United Arab Emirates

Agilis Wealth Management

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......

New York, NY, United States

AIM

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,......

Manchester, United Kingdom

AJ Bell Investcentre

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
Edinburgh, United Kingdom

ALIO (autonomous learning investment operations)

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
Edinburgh, United Kingdom

ALIS (autonomous learning investment strategies)

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
Dundee, United Kingdom

Alliance Trust Savings Platform

How we give you more We don’t stop at our range of accounts, investments and 24/7 easy to use online service. To help you make the most of your investments with us, we also give you: News, views and analysis to help you make investment decisions Research from some of the world’s leading providers, including Morningstar and Edison Regular......

relevant regions
Altishofen, Switzerland

Allocare AMS

Allocare AMS allows you to meet the wide-ranging demands of modern asset management from the definition of investment strategies, through the comprehensive order management functionality such as order simulation and order execution with integrated constraints monitoring (pre- and post-trade) to the recording of executed transactions for any fund and/or discretionary......

relevant regions
Miami, FL, United States

Allvue for Family Offices

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
London, United Kingdom

ALPIMA

ALPIMA has built a unique end-to-end platform seamlessly connecting product design, portfolio construction and sales. A modular range designed around our client needs, such as the ALPIMA Investment Management System (AIMS). Designed for professionals, by professionals, ALPIMA integrates with existing systems....

relevant regions
Chicago, IL, United States

Altas

Launch Whether you are changing careers, leaving a larger firm, or simply getting started on your own, our software can provide the stable foundation you need as you launch your firm. Billing: Making sure you get paid in an accurate, timely, and compliant fashion is one of the most important things you can......

Paris, France

ALTO

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......

Steinhausen, Switzerland

AM-One

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
Birmingham, United Kingdom

APA (Advanced Portfolio Administration, Back & Middle Office)

A single point of entry for the recording and administration of data used in the management of your client portfolios. Screen driven processes ensure that from the moment a client is on-boarded all transactions are processed accurately. Labour intensive back-office tasks are simplified and seamless integration of data within other modules......

Stavanger, Norway

Apex

Huddlestock Fintech provides a software as a service-solution that links custody services with asset managers and individual investors. The Apex technology enables end-to-end digital services such as onboarding, client communication, reporting, order execution and portfolio management, all executed on the same platform....

relevant regions
London, United Kingdom

Apollo

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
Hong Kong, Hong Kong

AQUMON for Institutions

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
Lugano, Switzerland

Arbasys

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......

London, United Kingdom

Arbor Portfolio Manager

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. We also offer 24/5 global support, middle office services and periodic updates corresponding to......

Berwyn, PA, United States

Archer Platform

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......

Chicago, IL, United States

ArcRegulatory

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......

Bath, United Kingdom

Ascentric

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
New York, NY, United States

Asset Management Cloud Software

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
Zurich, Switzerland

Assetmax

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......

Stamford, CT, United States

Asset Vantage: Performance Reporting and General Ledger On Demand

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 family’s......

relevant regions
Munich, Germany

Asset & Wealth Management Platform

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
Chapel Hill, NC, United States

AtlasFive

More than just an investment monitoring, accounting, and reporting package, AtlasFive facilitates end-to-end office management. Eton Solutions lived and experienced the same problems when we managed our own ultra-high net worth office. That’s why we created AtlasFive. With AtlasFive, you get true integration of all functions through a single database and......

relevant regions
Zurich, Switzerland

Avaloq Wealth

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
Centennial, CO, United States

Axiom Platform

Axiom Platform benefits Investment and practice management solutions customized for your firm Institutional-quality and scaled systems free you to grow your business and focus on revenue-generating activities Advanced business management tools Enhanced investment choice and control State-of-the-art data security and business recovery protocols Turnkey compliance reporting Customized client performance and reporting ...

relevant regions
Omaha, NE, United States

Axos Clearing for Wealth Management

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

relevant regions
Windsor, CT, United States

Axys

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
Chicago, IL, United States

Backstop Accounting - Portfolio

Provides reports, analytics and dashboards spanning performance, exposure, liquidity, attribution and risk. Track a single asset monthly or across time....

Chicago, IL, United States

Backstop IR

Backstop's powerful investor account management tools enable users to track and report on investor activity, liquidity and performance data....

Chicago, IL, United States

Backstop Portfolio

Portfolio management. Backstop's portfolio management solution was designed to provide funds of hedge funds and private equity fund-of-funds managers tools to effectively run their business. Liquidity reporting. Backstop's sophisticated liquidity reporting tools handle even the most complex terms to provide clear insight into your portfolio. Portfolio analysis. Backstop provides out-of-the-box tools for measuring and reporting......

Singapore, Singapore

Bambu GO

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
Geneva, Switzerland

Banking Platform

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
Singapore, Singapore

BetaSmartz

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
London, United Kingdom

BITA Wealth

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......

relevant regions
Palo Alto, CA, United States

BitGo Portfolio Management

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
Windsor, CT, United States

Black Diamond Link for APX and Axys

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
Windsor, CT, United States

Black Diamond Wealth Platform

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
Amsterdam, Netherlands

Blanco Investment Suite for wealth managers

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
Bangkok, Thailand

Bonanza Investment

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
Skovde, Sweden

Bricknode Fund Manager

Never miss a beat Your most frequent actions and alerts are displayed on the dashboard. Step-by-step guides for the less frequent activities make sure you don't miss anything important – or make mistakes like entering incomplete information. Giving you a helping hand Configuring Bricknode Fund Manager is done in a jiffy. Step-by-step guides help......

relevant regions
Sao Paulo, Brazil

BRITech Portfolio Management

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
Barangaroo, NSW, Australia

BT Panorama

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
San Francisco, CA, United States

Calypso Portfolio Management Solution

The investment management industry has changed. Low yields and increased volatility have driven portfolio managers to implement sophisticated strategies that are straining their existing infrastructure. Use of derivatives has increased substantially, but most firms have concerns about their ability to handle them. In addition, global regulation has become much more pervasive......

Los Angeles, CA, United States

Capitect

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
Omaha, NE, United States

Carson for Advisors

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......

The Rocks, NSW, Australia

CCUBE

With CCUBE, you finally have the freedom to do business your way. Work with clients remotely. Choose the degree of autonomy you want to give clients. Spend less time on repetitive administrative tasks. Get more time to build business, more time to build relationships. Flexible advisers, meet your flexible new software......

Tysons, VA, United States

Celeriti™: Enterprise Banking & Lending Software

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......

London, United Kingdom

Centαur

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
Montreal, QC, Canada

CGI Wealth360™

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......

Montreal, QC, Canada

CGI Wealth360™ Portfolio Management

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......

Burlington, MA, United States

Charles River Wealth Management Solution

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......

Sydney, NSW, Australia

Class Portfolio

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......

Sydney, NSW, Australia

Class Super

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......

Hong Kong, Hong Kong

COMPASS Wealth Management Platform

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
New York, NY, United States

ConsenSys Codefi

Our clients access the full potential of exponential finance Optimize business processes Incorporate blockchain-native authenticity, scarcity, and programmability into workflows, enabling governance, compliance, and system incentives through secure APIs and scalable, customizable software Activate digital financial instruments Create and grow markets with potential for greater liquidity, reduced costs of capital, access to a broader......

relevant regions
Hong Kong, Hong Kong

Contineo

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
New York, NY, United States

Co-Pilot

Co-Pilot gives you clarity and control of your portfolios and models purposely built for wealth managers. Centralize your portfolio modeling, rebalancing, compliance and trading to give you the power to make strategic investment decisions. Build and manage complex asset allocation and portfolio strategies with a robust and powerful portfolio modeling tools Manage......

relevant regions
Coburg, Germany

CORYX iO

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
Coburg, Germany

CORYX iO Amethyst

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
Coburg, Germany

CORYX iO Emerald

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
Coburg, Germany

CORYX iO Sodalite

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
Greater Montreal, QC, Canada

Croesus Advisor

To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variety of powerful tools and modules that help you increase your productivity and provide unparalleled service to your clients. Croesus Advisor’s modules and functionalities are versatile and tailored to......

Greater Montreal, QC, Canada

Croesus iBalance

Access user-friendly software that manages the inherent complexity behind managing compliant, tailored, and tax-efficient portfolios. Croesus iBalance combines rebalancing with real-time compliance management for private wealth and institutional firms as well as pooled funds. Increase your productivity with automation Ensure portfolio compliance with no extra effort Easily manage models and submodels Synchronize orders, eliminating......

Horsham, United Kingdom

CTSuite

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

Oaks, PA, United States

Customized Investment Solutions for Home Offices & Advisors

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......

Toronto, ON, Canada

d1g1t Wealth Management Platform

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
Manchester, United Kingdom

Digi

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
Vienna, Austria

Digital Asset Management System

Leverage secure multi-party computation technology to maximize security while overcoming limitations of hot and cold wallets. Tailor flexible policies to customise approval workflows. Stay ahead of regulatory requirements, unify hot and cold wallets, and multiply your competitive advantage.  The RIDDLE&CODE digital asset custody solution is a multi-authorization solution to safekeep crypto assets......

relevant regions
Vienna, Austria

Digital Banking

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)....

Bath, United Kingdom

Digital custody, trading and settlement

Most outsourced custodians simply safeguard client assets in a non-segregated omnibus account, with the additional segmentation and reconciliation of client money performed by another third party, or at additional cost. But with Seccl, it comes as standard with our digital custody service – and at a low ongoing cost of......

relevant regions
New York, NY, United States

Digital Portfolio Developer

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
Chennai, India

Digital Wealth Solution (Wealth Qube)

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
Somerset, United Kingdom

Durell Software

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
Tysons, VA, United States

DXC Digital Model Bank

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......

Watertown, MA, United States

Dynamo™ Family Office Edition

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......

St Petersburg, FL, United States

Dynasty Investments

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......

St Petersburg, FL, United States

Dynasty Technology 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 ...

Urdorf, Switzerland

e-AMIS

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......

Zurich, Switzerland

EdgeXperience

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
Pretoria, South Africa

Elite Wealth Software Solution

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. ...

Monaco, Monaco

Elysys Wealth

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......

Zurich, Switzerland

Embedded Wealth Solutions

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......

London, United Kingdom

End To End WealthObjects Platform

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 ...

Chicago, IL, United States

Enfusion Managed Services

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......

relevant regions
Chicago, IL, United States

Enfusion Software

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
Melbourne, VIC, Australia

Engine

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......

Oaks, PA, United States

Enterprise Operating Platform for Investment Managers

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
Chicago, IL, United States

Envestnet Advisor Suite™

As a financial advisor, you face a daily challenge to deliver outstanding advice and service while efficiently managing your business. The open architecture of the Envestnet Advisor Suite™ allows you to bring together everything you need—analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities. The Envestnet Advisor Suite empowers you......

Doncaster, United Kingdom

enVisual Boutique

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......

Doncaster, United Kingdom

enVisual Enterprise

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 ...

Doncaster, United Kingdom

enVisual Entity Administrator

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......

San Rafael, CA, United States

EQIS Advisor Platform

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
Geneva, Switzerland

EQUALIZER - Portfolio Management System

EQUALIZER is a portfolio management system created to support private bankers and wealth managers in their daily tasks covering:  The analysis of their clients' situation The proposition of the most appropriate investment strategy The automatic orders generation while applying all the necessary controls The performance analysis and reporting to the client  The solution maximizes wealth......

New York, NY, United States

EquityZen Institutional

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 ...

Haverford, PA, United States

ETFengine

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......

Arlington, VA, United States

E*TRADE Advisor Services

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
Madrid, Spain

ETS Asset Management Factory

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
Zurich, Switzerland

Evooq IAM Portal

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
New York, NY, United States

Family Office CRM

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
Chicago, IL, United States

Family Office Technology Solutions

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,......

relevant regions
Helsinki, Finland

FA Platform

https://fasolutions.com/fa-platform/ FA Platform is a modern, web-based software platform for investment management. It is a solid base for building your investment management business as it allows you to have everything in a single system from back, middle and front office to end clients. With FA Platform you can manage your business......

Boston, MA, United States

Fidelity Wealthscape

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....

Bangalore, India

Finacle Wealth Management Solution

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......

Aachen, Germany

Financial Planning Software

aixigo's Financial Planning Software enables financial service providers to continuously monitor and achieve customer goals that were defined in the financial plan! Complex framework conditions, such as tax or regulatory requirements, are solved in the background by means of strong algorithms. Moreover, our API-based software opens up completely new opportunities......

relevant regions
Frankfurt, Germany

Fincite.CIOS

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......

Zurich, Switzerland

Finfox

Overview of FINFOX FINFOX has been the leading software in Switzerland for years for the use in investment advice . It enables structuring the advising process in line with regulations and content development for all client segments. FINFOX is used by Universal banks Private banks Raiffeisen banks Investment managers. FINFOX is based on six key elements: High flexibility The modular, highly configurable “process......

relevant regions
London, United Kingdom

FinPlan

The next generation practice management Very easy to use even for non-technical staff FinPlan’s powerful Workflow system keeps you on top of all of the tasks you need to complete each day. Easy migration from other systems We provide data migration services to assist in the adoption of your new FinPlan system. Cloud-hosted system for......

Dallas, TX, United States

FinTech Automation

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......

London, United Kingdom

FirstWealth Platform

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
San Francisco, CA, United States

Fixit

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......

United Kingdom, United Kingdom

Flyingboat Wealth Management Software

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......

London, United Kingdom

FNZ One

FNZ One is our core solution for front-office client, portfolio, account, asset and liability management. It provides a unified customer asset and liability register, enabling multi- currency support for all asset and liability types. Multi-channel distribution support enables seamless wealth management services across institutional, advised, direct and workplace (employer-sponsored) channels....

London, United Kingdom

FNZ X-Hub

FNZ X-Hub is our core solution for discretionary portfolio managers, enabling either bulk or individual management of investor accounts under discretionary or advised mandates....

Leamington Spa, United Kingdom

focus:360°

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
Leamington Spa, United Kingdom

focus:adviser

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......

Auckland, New Zealand

Fund & Asset Manager Solution

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
London, United Kingdom

Fundment

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
New York, NY, United States

Fund of Funds Software

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
Toronto, ON, Canada

fundserv

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
Tonbridge, United Kingdom

FundsNetwork Platform

We know how important it is for you to offer your clients choice, flexibility and a service that caters for all their needs. At the same time, you need an administrative platform that’s easy to use and saves you time and money. Our service is designed to deliver all these......

relevant regions
Dallas, TX, United States

Fusion Elements Technology

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
London, United Kingdom

FusionInvest

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......

Woburn, MA, United States

FusionIQ

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......

Horsham, United Kingdom

Fusion Wealth Platform

The Fusion Wealth Platform is a customisable cloud based technology solution which enables our customers to build their own platform in order to manage client assets through General Investment Accounts or Individual Savings Accounts. In addition, funds can be routed through best of breed tax wrappers such as Self Invested......

Sydney, NSW, Australia

GBST Catalyst

Catalyst is a highly configurable digital platform providing real-time access to investor information with the ability to carry out online instructions. Catalyst seamlessly integrates into GBST’s back-office administration platform (Composer), lowering operational costs, removing re-keying and automating data transfer. Select from a comprehensive set of pre-integrated user journeys available by persona......

relevant regions
Sydney, NSW, Australia

GBST Composer

Composer is a comprehensive wealth management solution designed to streamline the administration of wealth products from the distribution channel through to the back office. Based on the latest technology, Composer supports multiple investment products including GIA, ISA/JISA/LISA, accumulation and decumulation pensions, annuities and investment bonds. A full range of asset......

relevant regions
Sydney, NSW, Australia

GBST Equate

Equate Tools and Calculators cover the full spectrum of financial services from simple loans to advanced retirement modelling and can be easily integrated into your existing solutions.  The complex calculation engines of Equate are available as full UI components which can be added to existing websites or accessed via API allowing......

relevant regions
Sydney, NSW, Australia

GBST Illustrate

Illustrate, the GBST illustration engine automates the production of branded, FCA compliant illustrations to help investors visualise the growth of their investments. Illustrate caters for pre- and post-sales illustrations and annual regulatory illustrations across pensions, GIAs and ISAs for both new and existing investors. Illustrate is fully integrated into other......

relevant regions
Madrid, Spain

Gear Investments

Personal design A flexible platform to develop your own robo-advisor business line. Full compliance An adaptable solution to comply with all corporate and legal requirements. New business line A way to satisfy an increasing demand from self-directed investors. Easy integration An easy-to-integrate structure with your custodian and operative entity Step into the Robo-Advisor world with us Get an ally......

New York, NY, United States

Genpact OpenWealth®

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......

Edison, NJ, United States

Global WealthES

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.......

Windsor, CT, United States

Global Wealth Platform (GWP)

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
San Francisco, CA, United States

Greenlight

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
Egg Harbor Township, NJ, United States

Hanlon Advisory Software

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......

London, United Kingdom

HC Digital Wealth Solutions

In an environment where advisers are encouraged to utilise a range of platforms to suit specific client needs, HCDWS has developed a proprietary solution which: Delivers a core strength in the provision of high quality discretionary portfolio management; Is tailored to adviser and client requirements; Has the added benefit of sophisticated risk and......

relevant regions
London, United Kingdom

HedgeGuard® PMS

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......

Birmingham, United Kingdom

Helios

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.......

Aarhus, Denmark

Homento for Family Offices

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
Sydney, NSW, Australia

Hub24 for Advisers

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
Lichfield, United Kingdom

Hubwise Platform

We see things differently on: transaprent pricing, client sovereignty, white-labelling and investment options. Modern in-house developed technology for forward-thinking advisers, wealth managers and planners. Hubwise embellish your proposition by providing a more cost effective solution, offering a wider choice of investments and automating key processes. We’re also right here when you need......

Lichfield, United Kingdom

Hubwise Portfolio

The revolutionary whole-of-market investment platform to drive your wealth business forward. Technology Trading Administration Custody CASS Unitisation Full service - Hubwise Portfolio is a single, white-labelled platform to service your discretionary, advisory and execution-only business lines....

Vancouver, BC, Canada

HYBRID Wealth Advisor

Aligning technology and team to help clients win. Client experience Elevate client service with service excellence and digital convenience. Process excellence Unleash productivity and empower enterprise users with an intuitive collaboration platform. Communication Enhance advisor/client communication with multichannel messaging and notifications. Enterprise governance Set policy at a high level and ensure your team works within a well designed......

New York, NY, United States

Hydrogen Molecule

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
Mumbai, India

iDEAL Wealth & Funds

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 &......

Sydney, NSW, Australia

Ignition Platform

Consumers need help and service at different times, and at varying levels of complexity on their path to making financial decisions. We focus on supporting these customers, helping them take appropriate actions, and make better financial decisions. The core of our technology Hybrid : Self-serve and/or adviser led Reinventing the experience for customers......

relevant regions
London, United Kingdom

IMiX

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
Birmingham, United Kingdom

IMPACT

The front office module allows asset/wealth managers to apply, modify and reapply investment models and strategies to clients based on any number of classifications. Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools. Deals can......

Istanbul, Turkey

Infleks Wealth Management

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
Zurich, Switzerland

INSA Portfolio Management System

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....

Indianapolis, IN, United States

Integrated Accounting Software

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......

Toronto, ON, Canada

Integrated Solutions

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......

London, United Kingdom

intelliflo office

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
London, United Kingdom

intelliflo portfolio

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
Beverly Hills, CA, United States

InvestCloud Green

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information......

relevant regions
Bala Cynwyd, PA, United States

InvestEdge Investment Technology Solution

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
London, United Kingdom

Investment Management Platform

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......

relevant regions
Sydney, NSW, Australia

Investment & Superannuation Wrap

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
Leuvain, Belgium

InvestSuite Robo Advisor

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
Melbourne, VIC, Australia

IOOF Online

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......

Nassau, Bahamas

IPBS/Business Manager

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......

Nassau, Bahamas

IPBS/Investments

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....

Nassau, Bahamas

IPBS/Trusts

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......

Greenwich, CT, United States

iPM Epic®

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
Greenwich, CT, United States

iPM Portfolio Architect AI

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
Rockville, MD, United States

ISS LiquidMetrix Platform

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
Salisbury, United Kingdom

James Hay Wrap

Managing investments through the James Hay Wrap enables you to focus your time on providing a comprehensive wealth management service for your clients. The Wrap accepts a wide range of investments, managed in line with the clients’ financial goals, personal requirements and attitude to risk. The following products are available with......

relevant regions
London, United Kingdom

JHC Figaro

By automating manual tasks and mission-critical activities, Figaro optimises the collection, storage, arrangement, integration and application of transactional, management and accounting data. Figaro becomes the books and records of the business and provides the foundation on which execution only, advisory, discretionary and institutional brokers and wealth managers can build for the future. Teams, departments and offices......

Paris, France

JUMP Wealth Management

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
Monaco, Monaco

KeeSense®

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......

Lugano, Switzerland

KeyPM

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......

New York, NY, United States

LBX Buy-Side

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....

Waltham, MA, United States

Ledgex Portfolio Management

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
Neuilly sur Seine, France

Linedata Longview for Wealth Managers

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......

Miami, FL, United States

LP Portfolio Management

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
Singapore, Singapore

LU Global (For Partners)

Our technology A competitive edge for business sustainability. Change the way your customers invests. A fully-functional wealth management app on cloud with an end-to-end digital experience for your customers. From customer on-boarding with KYC, support, communications, marketing, robo-advisory to data and cyber security. We provide a holistic solution to the challenge of wealth......

relevant regions
Windsor, CT, United States

Lyric

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
Hong Kong, Hong Kong

m2Advisor

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
Hong Kong, Hong Kong

m2Platform

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
Sydney, NSW, Australia

Macquarie Wrap

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......

Melbourne, VIC, Australia

Managed Accounts

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
Sydney, NSW, Australia

Managed Accounts

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
Sydney, NSW, Australia

Managed Discretionary Account Solutions

Features include: Efficiency and scale Compliant Investor specific rules Multi-asset class Multi-currency Multi-tax structure Bulk trade / trade allocation ...

relevant regions
Cornelius, NC, United States

MAUI

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......

Sydney, NSW, Australia

Mclowd for SMSF Professionals

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......

San Mateo, CA, United States

Mercatus

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
Singapore, Singapore

MFund

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
Singapore, Singapore

MFund Plus Suite

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
Singapore, Singapore

Mirror Trader

Mirror Trader provides an end-to-end, flexible Strategy Trading solution, with access to a multi-currency, multi-lingual and multi-assets interface. Customers have the freedom to start, stop and edit in real time. The solution features multi-asset portfolio capabilities as well as a live community and news feeds to keep investors engaged. It offers companies......

relevant regions
Greater Montreal, QC, Canada

Models & Rebalancing

Using Croesus Advisor, gain a competitive edge by building custom portfolios for your clients and by using a unified management account (UMA), unified managed household (UMH) or separately managed account (SMA) strategy to build your models. In addition, you’ll be able to associate sleeves, accounts, clients, and relationships to your......

Vancouver, BC, Canada

ModernAdvisor Pro

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
Mumbai, India

MoneyWare Family Office

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......

Mumbai, India

MoneyWare Integra' PMS

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......

Mumbai, India

MoneyWare Trust Banking

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. ...

Mumbai, India

MoneyWare Wealth Management Solution

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......

Chicago, IL, United States

Morningstar® Office

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
Bangalore, India

Mphasis Advisor Productivity

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
Vancouver, BC, Canada

MyFO

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
Auckland, New Zealand

Myriad

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
New York, NY, United States

MyRIAOperations

All MyRIAOperationsTM clients also have access to our all-in-one RIA technology platform. The platform streamlines internal operations and provides a customized online client experience....

Schlieren, Switzerland

MyWebDepot

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......

Quebec City, QC, Canada

Ndex Wealth Management Platform

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.......

Paris, France

NeoXam Density

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....

Paris, France

NeoXam Manager

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......

Winterthur, Switzerland

Netfolio

Netfolio is provided on a software-as-a-service (SaaS) basis, with users accessing the software and IT infrastructure run by Alphasys. This saves clients time and money, as they don’t have to set up and run their own system. Asset managers have 24/7 access to their portfolios from any location. Both individual......

Melbourne, VIC, Australia

Netwealth for Advisers

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
Jersey City, NJ, United States

NetX360®

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......

Madrid, Spain

Nextportfolio

Client and model portfolio tools Our advanced portfolio management tool is designed to manage all the data needs of your advisors and clients. Obtain interactive data analytics on asset allocation, risk factors and performance for your model and client portfolios. Be aware of any significant events by setting up alerts on......

relevant regions
Valencia, Spain

Nextportfolio

Finametrix is a cutting-edge global provider of portfolio management and analysis solutions for: Private banks Wealth and asset management Advisors and family offices ...

Centennial, CO, United States

Nexus Enterprise

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......

New York, NY, United States

NOVA

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
Bath, United Kingdom

Novia Global Wealth Management Service

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,......

Singapore, Singapore

Noviscient

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
New York, NY, United States

Nucleus API

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
Edinburgh, United Kingdom

Nucleus Platform

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
London, United Kingdom

Nucoro Insurance Solution

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
London, United Kingdom

Nucoro Retail Banking Solution

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
Vernier, Switzerland

OLYMPIC Banking System - Order Management

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
Vernier, Switzerland

OLYMPIC Banking System - Portfolio Management

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
Erlenbach, Switzerland

ONE API

ONE API allows any application direct access to ONE PM's asset consolidation and securities accounting services via a fully documented REST API, including multi-factor authentication. It allows authorized parties access to consolidated and reconciled securities over an unlimited number of banks. Scope of services: Fully documented API Asset consolidation over an unlimited number......

relevant regions
Erlenbach, Switzerland

ONE PM go!

Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at very competitive rates.  It particularly includes: Complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients. Full PMS, including asset consolidation & reconciliation - Integration and consolidation of......

relevant regions
Walsh Bay, NSW, Australia

OneTrust Platform

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......

New York, NY, United States

Oneview Asset Management

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....

Erlenbach, Switzerland

ONE wealth

Compliant CRM The financial world is rapidly changing. Regulatory requirements like MIFID II and FIDLEG are difficult to predict. ONE PM provides everything you need to comply with current and future regulatory changes: from risk scoring, to investor qualification questionnaires and automated alerts for violated restrictions, you will find all you need in one tool. Furthermore, with the platform......

relevant regions
San Francisco, CA, United States

OpenInvest (for Advisors)

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
Birmingham, United Kingdom

Open private equity solutions for LPs

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
Madrid, Spain

Openworkplace Enterprise

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......

Madrid, Spain

Openworkplace SaaS

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......

Freiburg, Germany

Opus

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
Stockholm, Sweden

OutRank Credit and Mortgage Analytics

Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......

relevant regions
Stockholm, Sweden

OutRank Holistic Financial Planning

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......

relevant regions
Exeter, United Kingdom

P1 Platform

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
Boston, MA, United States

PAM®

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......

Eagan, MN, United States

Panoramix™

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...

Toronto, ON, Canada

Pascal Financial Platform

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
Athens, Greece

PCS Wealth Management

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......

Hicksville, NY, United States

Perfona Investment Management System

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

relevant regions
Cape Coral, FL, United States

Pivolt Investment Management Suite

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
Bristol, United Kingdom

Platform Services

Safe custody Investments are aggregated into a single independent nominee, giving advisers and their clients peace of mind that the assets are segregated from those of the Parmenion business. Transparent reporting Periodic valuation reports give investors clarity of investment performance together with details of all transactions and charges. Tax wrapper choice To help advisers shape......

relevant regions
Coventry, United Kingdom

Plum Software

Available through the secure cloud or locally on your own server, Plum Software makes back-office management and compliance a breeze. Plum Software uses the latest Microsoft tools and integrates with Outlook. ...

Steinhausen, Switzerland

PM1

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......

Geneva, Switzerland

PMplus

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
St Helier, Jersey

Portfolio

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......

Raleigh, NC, United States

PortfolioCenter Hosted™

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
Melbourne, VIC, Australia

Portfolio Cloud

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
San Carlos, CA, United States

Portfolio Edge

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
Jacksonville, FL, United States

Portfolio Management

In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’sView 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 strengthen......

relevant regions
New York, NY, United States

Portfolio Management

Imagine’s clients enjoy the flexibility of accessing their full P&L history or breaking it down into discrete components – including realized, unrealized, interest income, fees, and commissions for multiple periods or configurable historical dates. The Imagine platform easily handles all major asset classes including equities, equity derivatives, foreign exchange, commodities, fixed......

Colorado, CO, United States

Portfolio Management Platform

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....

London, United Kingdom

Portfolio Management (PMS) and Order Management Systems (OMS)

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

New York, NY, United States

Portfolio Management Solution

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......

Zurich, Switzerland

Portfolio Management System

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
Raleigh, NC, United States

PortfolioServices

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......

relevant regions
Melbourne, VIC, Australia

Portfolio System

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......

relevant regions
London, United Kingdom

Portfolio Tracking

Effortlessly track your stocks, ETFs and cryptos Save time and energy by managing all of your investments through a single groundbreaking platform. Make better decisions with quantitative insights Our algorithms monitor the risk and expected return of your portfolios, provide unbiased feedback on your investments and help you make better investment decisions. Our simulation mode helps......

relevant regions
Stamford, CT, United States

Portfolio View™

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....

relevant regions
London, United Kingdom

Preqin Solutions

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......

relevant regions
Las Vegas, NV, United States

Prime Exchange Network

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......

relevant regions
Meggen, Switzerland

Private Alpha Artificial Intelligence Platform (PAAI)

Our state of the art technology is made possible with proprietary algorithms and indicators combined with our Private Alpha Artificial Intelligence Platform (PAAI). The technology is a multi-staged combination of financial market indicators for ideal asset allocation while formulating new investment insights through the use of AI. Our Private Alpha......

Hoboken, NJ, United States

Private i

Private i is designed for institutional-grade investors with substantial assets invested in private capital. Built on a foundation of Burgiss-managed data, the platform provides decision-makers with a rich array of capabilities. The platform supports the three foundational needs of private capital management that assist in tasks from asset allocation to evaluating......

relevant regions
Melbourne, VIC, Australia

Private Wealth

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....

relevant regions
Lausanne, Switzerland

PROSPERO 365

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......

Lausanne, Switzerland

Prospero Mobile App and Web Portal

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......

Rödermark, Germany

PSplus Wealth Manager

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......

relevant regions
Melbourne, VIC, Australia

Pulse Symphony

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....

relevant regions
Novosibirsk, Russian Federation

QORT Software Platform

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
Paris, France

Quantify

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......

relevant regions
Nice, France

Quantilia

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......

relevant regions
Sydney, NSW, Australia

QuietGrowth for Advisors

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 ...

relevant regions
Southampton, United Kingdom

Quilter Platform

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......

relevant regions
New York, NY, United States

QUO

Designed with wealth manager workflow front of mind, there has never been a more intuitive, user-centric way to run your daily operations. QUO Portfolio Transform your portfolio management operations. Aggregate all your positions from over 200 custodian banks and brokers. In real time, monitor live exposures and omni-account market values, and view realized......

relevant regions
Fountain Hills, AZ, United States

Quotestream

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......

relevant regions
Bear, DE, United States

RADAR

Dashboards - the bigger picture Personalized instrument panels for client performance, asset allocation, cash management and tax considerations. These dashboards are designed by you to display your client’s complete picture on screen… without printing a single report. Instant analysis - power at the click of a mouse On screen performance calculated on the......

relevant regions
Nice, France

RAFA

Always at your best Allows you to focus on your strong point, your relationship with the investor! RAFA is your support to define and simulate the investor’s saving goals, to guide the impact of their choices while determining their chances of success, allowing the investor feel their saving’s choices. At every moment! Each client......

relevant regions
Rotterdam, Netherlands

Rapper Wealth Management Software

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,......

Melville, NY, United States

ReconAdvantage

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......

relevant regions
London, United Kingdom

ResonanceX

A client centric wealth management platform enabling private bankers and professional investors administrate and efficiently manage the various events and corporate actions of their portfolios of structured products and alternative investments We are a  new generation portfolio lifecycle management solution providing superior performance analytics, rich portfolio visualisation and intelligent insights such as targeted investment......

relevant regions
Munich, Germany

Retirement planning

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......

relevant regions
Grunwald, Germany

RISE

At RISE we believe that technology and science are the only way to generate profits in financial markets. Our focus is therefore to develop AI-powered, systematic, fully automated trading systems in markets where we have established extensive knowledge and a deep understanding. Our strategies are either purely quantitative or “quantamental”......

relevant regions
Singapore, Singapore

Robo Advisor

Tradesocio Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance......

relevant regions
Indore, India

Robo Advisory Platform Mobile App

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......

Stamford, CT, United States

Rockit®Command

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....

relevant regions
Stamford, CT, United States

Rockit® Solutions

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
Menlo Park, CA, United States

Rowboat Advisors

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......

Greenwich, CT, United States

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 challenges,......

relevant regions
London, United Kingdom

Saffron Robo Solution

The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface.  Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling......

relevant regions
Raleigh, NC, United States

Schwab Advisor Portfolio Connect™

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......

relevant regions
Melbourne, VIC, Australia

Secure Value Exchange

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
Oaks, PA, United States

SEI Wealth Platform

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......

relevant regions
Lake Success, NY, United States

Sentry PM™ for Asset Managers

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....

Singapore, Singapore

Separately Managed Accounts (SMA)

SMA allows financial institutions to offer multi-asset portfolios to their clients which they can invest, manage and monitor in real-time on their clients’ behalf. SMA provides accurate and reliable data to efficiently manage and value portfolios, and deliver high quality client service. The solution provides complete, end-to-end and flexible portfolio management......

relevant regions
New York, NY, United States

Signal

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......

Brighton East, VIC, Australia

SimpleInvest360

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......

relevant regions
Zurich, Switzerland

Simplewealth for Businesses

Simplewealth is an automated investment management and a solution provider for money managers. We are based in Zürich, Switzerland and we want to change the way to invest. For finance professionals who spend hours on manual tasks like onboarding, reporting or preparing pitches we have developed a series of tools to automate middle......

relevant regions
Melbourne, VIC, Australia

Six Park for Advisers

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......

relevant regions
West Palm Beach, FL, United States

SMArtX

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......

relevant regions
Sydney, NSW, Australia

SMSF Administration

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......

Amsterdam, Netherlands

Soliam© for Wealth Managers

Under new paradigms of Regulation (MIFID II, Solvency 2…), increasing competition and pressure on margins urge you to optimize your processes. Soliam© by Vermeg provides a single Core Solution for a real-time overview of your investments. Soliam© for Wealth Managers. Your clients expect increased transparency and control on their investments. Vermeg’s commitment is to......

Irving, TX, United States

Solovis

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......

Sydney, NSW, Australia

Sonata

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......

Paris, France

Sopra Banking for Wealth Management

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......

San Francisco, CA, United States

Source

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......

relevant regions
New York, NY, United States

Spark Platform

Spark Lite An entry-level Order, E-Trading, P&L and Position Management System (OMS/PMS), that can be branded by prime brokers, administrators, outsourced trading desks, etc and distributed to their clients as a value-added service Spark Hedge A full-featured, highly-flexible Order, E-Trading and Position Management system (OMS/PMS), that meets the specific requirements of a Multi-Strategy,......

relevant regions
Basildon, United Kingdom

ßetafolio

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....

Edinburgh, United Kingdom

Standard Life Wrap

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......

relevant regions
Bend, OR, United States

StockOpter.com for Advisors

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......

relevant regions
Plymouth, United Kingdom

Succession Investment Platform

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......

relevant regions
Stockholm, Sweden

Swip

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....

relevant regions
West Vancouver, BC, Canada

Synertree CubitBlack

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......

Haywards Heath, United Kingdom

Tailor-Made Troika

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......

Seattle, WA, United States

Tamarac

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......

El Segundo, CA, United States

TAMP1 Platform

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......

relevant regions
Memphis, TN, United States

TAMS Software

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
Mumbai, India

TCS BaNCS™

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......

relevant regions
Bristol, United Kingdom

Technology

Portfolio builder At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios. User centred tools Designed with users in mind our technology delivers the tools for a great client service, at your fingertips. Our engaging design and straightforward navigation makes this simple for......

relevant regions
Denver, CO, United States

Technology Services

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......

relevant regions
Warren, NJ, United States

Tegra118 Portfolio Solutions

An InvestCloud company...

London, United Kingdom

Tercero Software

Our market leading, multi-award winning, front-to-back investment management software. A single, integrated solution providing comprehensive operational support for all aspects of your business - delivering unparalleled flexibility, efficiency and control. You can choose to deploy Tercero on your own premises or take advantage of the benefits of our hosted service....

Perth, WA, Australia

The Asgard platform

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......

relevant regions
Norwich, United Kingdom

The Aviva Platform

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......

relevant regions
Bath, United Kingdom

The Novia Platform

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......

Bloomington, MN, United States

The Sawtooth Platform

The Sawtooth difference begins with how we offer a comprehensive, cloud-based technology bundle that sets you up with every tool you need. We are the only UMA platform to utilize a true “hub and spoke” approach. It all begins with our Salesforce integration at the center, and then we attach......

relevant regions
San Francisco, CA, United States

The Strategic Portfolio System™

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
Salisbury, United Kingdom

The Wealthtime Private Client Service

The Wealthtime Private Client Service enables funds to be invested very much as you and your financial adviser wish. You can choose from a wide range of retail investments such as stocks, shares, deposit accounts, OEICS and Unit Trusts. These are available from fund managers and investment providers in the UK,......

relevant regions
Memphis, TN, United States

TNET Software

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
Burlingame, CA, United States

Tora Portfolio Management System

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......

Chicago, IL, United States

Total AdvisorCloud™

Because no two RIA firms are alike, ĪTEGRIA‘s Total AdvisorCloud is as highly customized as it is private. It includes every technology and compliance best practice ĪTEGRIA has learned while working exclusively with RIA firms. Our immersion in the RIA field also means we are adept at assessing your current needs, developing and deploying your......

relevant regions
Singapore, Singapore

TradeDirect™

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....

Tel Aviv, Israel

Tradency Robo-Advisory service

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......

relevant regions
New York, NY, United States

TradeSmart OEMS

EMS Our EMS is a market-leading, multi-broker, multi-asset class trading platform through which multiple TS solutions are accessed. TradeSmart EMS provides a customizable graphical user interface (GUI) that seamlessly integrates multiple dealers and asset classes (listed and OTC) into a single-screen format for electronic order routing. OMS Our OMS is an integrated system......

relevant regions
Omaha, NE, United States

Trading

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
West Chester, PA, United States

TradingFront

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......

relevant regions
London, United Kingdom

Transact Wrap Platform

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......

Geneva, Switzerland

Triple'A Plus

Triple’A Plus provides secure client data handling functionality, automating investment processes to enable increased focus on exception management. Browser-based for easy use, it is a cutting-edge software solution for servicing the needs of today’s high- and ultra-high-net-worth clients. Delivering state-of-the-art portfolios and positions analytics specifically for high and ultra-high-net-worth client advisors......

relevant regions
Haywards Heath, United Kingdom

Troika Connect

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....

relevant regions
Haywards Heath, United Kingdom

Troika for Family Offices

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
Haywards Heath, United Kingdom

TroikaNet

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
Newcastle upon Tyne, United Kingdom

True Potential Wealth Platform

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......

Zurich, Switzerland

TrueWealth

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......

relevant regions
Jacksonville, FL, United States

Trust Accounting

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......

relevant regions
Memphis, TN, United States

TRUSTprocessor Software

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
Chicago, IL, United States

Unified Managed Household (UMH) Platform

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
Brookfield, WI, United States

Unified Wealth Platform

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......

Jersey City, NJ , United States

Veo®

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......

Jersey City, NJ , United States

Veo One®

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......

Jersey City, NJ , United States

Veo Open Access®

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......

Wakefield, MA, United States

VestmarkONE Platform

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®......

relevant regions
Zug, Switzerland

vestr

What we offer vestr facilitates the creation and life-cycle management of Actively Managed Certificates, a flexible and cost-effective alternative to investment funds For portfolio managers Setup and manage your products as you like... Create an AMC from a universe of millions of global financial instruments Rebalance your product through our digital interface whenever you want Track your product's performance......

relevant regions
Waltham, MA, United States

VestServe Investment Management System

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....

New York, NY, United States

Vidrio

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......

relevant regions
New York, NY, United States

Vidrio One

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......

relevant regions
Boca Raton, FL, United States

ViewTrade

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
Houston, TX, United States

Virtus Front Office

The front office focuses on deal structuring, investment research and selection, trading, risk and performance. Timely and accurate information is paramount to making the right investment decisions. Alternative asset managers need to be able to execute strategies across multiple asset classes. Legacy systems are often siloed making viewing data across......

relevant regions
Houston, TX, United States

Virtus Middle Office

As alternative asset strategies have continued to attract more investors and deal structures have continued to evolve, pressure on the middle office operations to stay ahead of the curve. After a deal closes, the front office is on to structure another deal. Operations, compliance, cash management, Settlements and other personnel......

relevant regions
New York, NY, United States

Vise

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
Zurich, Switzerland

Wealtharc

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......

Melbourne, VIC, Australia

WealthConnect

Creativemass’ WealthConnect product integrates the foundational components of the world leading Salesforce capability with the most advanced financial planning, wealth management and broking capabilities the market has seen. Complex, costly and proprietary technology systems will make way for powerful, configurable and customer-centric functionality that put your client first. As technology improves......

relevant regions
Indore, India

Wealth e-Office

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

London, United Kingdom

WealthExplorer

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
Mumbai, India

Wealthfy

Digitizing financial advisory Embrace the digital transformation of financial advisory with our high-tech and personal touch investment platform Wealthfy. Client reporting with embedded analytics Multi asset, account aggregation, attribution - Wealthfy gives you a competitive edge by empowering you with portfolio intelligence on your client's portfolio. Our powerful visualization widgets can seamlessly integrate......

relevant regions
Leamington Spa, United Kingdom

Wealth Hub

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
Penarth, United Kingdom

Wealthify for Wealth Managers

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
Jacksonville, FL, United States

Wealth Managed Services

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......

Toronto, ON, Canada

Wealth Management Dealer Services Platform

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
Munich, Germany

Wealth Management Desktop

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
Budapest, Hungary

Wealth Management Platform

Wealth Management Platform is a front-to-mid advisor platform. It provides a truly 360° client wealth overview, financial goal planning and portfolio management capabilities. It boasts a comprehensive system of warnings, RM and network level KPIs. It offers full MiFID II compliance; risk profiling, appropriateness and target market check as well......

relevant regions
Geneva, Switzerland

WealthManager

A suite of proven wealth management software tools, it gives advisors a 360-degree view of their clients, combining flexible day-to-day management with elegant graphical dashboard reporting, accurate data aggregation and agile portfolio management. Flexible, highly scalable, multi-lingual and multi-currency enabled, WealthManager is proven at investment and financial services institutions in Europe,......

relevant regions
North Sydney, NSW, Australia

WealthO2 Solution Suite

WO2 Managed Accounts Efficient, low cost adviser software solution. WO2 MDA Operator Automated, flexible, more efficient managed discretionary accounts. WO2 Funds Exchange Easy, low-cost, high-efficiency managed fund trading. WO2 Superannuation SMSF-like super with the transparency, without the cost. WealthO2 empowers people, the advisers and the clients, both technologically through innovative efficient solutions as well as commercially, enabling reduction......

relevant regions
Horsham, United Kingdom

Wealth Platform

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......

Ahmedabad, India

WealthSpectrum

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......

Geneva, Switzerland

WealthSuite

How our wealth management software solution helps WealthSuite is designed to empower your business. The solution is industrializing the investment process, allowing you to efficiently manage investments for large numbers of complex portfolios and achieve maximal investment performance. Combining back office efficiency with front office differentiation, WealthSuite offers sophisticated portfolio management......

London, United Kingdom

Wealth Vantage

Wealth Vantage core features Highly versatile Customised solution with rules, design and corporate identity. Allows portfolio managers to align investment views and strategies to deliver fast, consistent and efficient results. Consistent results Investment proposals workflow follows frameworks defined by portfolio managers to deliver consistent and repeatable results. Time savings Allows private bankers to generate customised investment proposals......

relevant regions
Geneva, Switzerland

Wize

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
Urdorf, Switzerland

XENTIS

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....

Melbourne, VIC, Australia

Xplan

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
Zurich, Switzerland

Zurich Intermediary Platform

Reassuringly predictable Great experience, great functionality Great client outcomes Comprehensive support ...

relevant regions
London, United Kingdom

αlchemist

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

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.