Contemi Wealth Intelligence

Contemi Wealth Intelligence

The Wealth Intelligence Solution streamlines wealth management across Europe, Asia, Australia, and New Zealand, offering integrated front-, middle-, and back-office tools. With modular design for seamless integration, it enhances operational efficiency, automates processes, and adapts to business needs, all while ensuring top-tier security and minimal downtime.

Top Contemi Wealth Intelligence Alternatives

1

Summit

The Summit platform transforms financial advisory practices by integrating market, financial, and client data into a seamless ecosystem.

2

CircleBlack

This all-in-one cloud-based platform revolutionizes financial advising by aggregating data and centralizing workflows, offering a seamless user experience.

3

Q4 Wealth Management System

The Q4 Wealth Management System empowers financial institutions with tailored modeling, analytics, and reporting.

4

Simplicitree

This innovative wealth management software transforms financial planning into an engaging experience.

5

The Archway Platform

The Archway Platform revolutionizes wealth management with its integrated approach, combining accounting, investment data aggregation, and reporting in one seamless solution.

6

WealthTrace

This wealth management software transforms retirement planning by offering precise financial projections and real-time monitoring of investment performance, transactions, and fees.

7

DigiPrima

It monitors money flows, assesses risks, and provides real-time data analysis...

8

Wealthbot

With robust custodial integration and exceptional security measures, it seamlessly safeguards assets...

9

Global WealthES

It streamlines processes through end-to-end features, ensuring efficient financial planning, investment management, and account administration...

10

BridgeFT

Its cloud-based platform facilitates seamless integration, streamlined portfolio management, and white-labeled solutions, enabling firms to...

11

Savvy

Supported by a dedicated team, Savvy ensures your assets are safeguarded and strategically grown...

12

Morningstar Advisor Workstation

It enhances client engagement through FINRA-reviewed reports, supports regulatory compliance, and streamlines workflows, allowing advisors...

13

Asseta

It automates routine tasks such as bill payments and month-end closings, enhancing visibility across entities...

14

Axys

Designed for investment management firms, it enhances productivity and accuracy while automating routine tasks...

15

Cheetah Wealth Management

Designed for efficiency, it leverages modern technology to enhance trust accounting processes...

Top Contemi Wealth Intelligence Features

  • Fully integrated solutions suite
  • Front-
  • middle-
  • back-office automation
  • Rapid deployment infrastructure
  • Pay-as-you-go pricing
  • Scalable modular architecture
  • Minimal hardware requirements
  • High availability and uptime
  • Less than 0.001% downtime
  • Advanced data security protocols
  • ISO/IEC 27001 certified
  • Built-in audit trails
  • Real-time transaction monitoring
  • Customizable client servicing tools
  • Efficient corporate actions processing
  • Robust vulnerability testing
  • Autoscaling for transaction loads
  • Enhanced operational efficiency
  • Qualified IT operations access
  • Award-winning technology solutions