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, notes and alerts provides a full overview of each client.

Portfolios can be linked to a model portfolio based on investment profiles and can be rebalanced at any time, resulting in orders for the custodial bank.