Vermögensmanagement

Vermögensmanagement

The Vermögensmanagement software by S+S SoftwarePartner GmbH revolutionizes investment management, enabling users to efficiently oversee their securities and asset portfolios. Tailored to diverse business needs, it integrates seamlessly with main accounting systems, providing real-time financial insights, risk management, and customizable reporting to enhance decision-making and optimize asset performance.

Top Vermögensmanagement Alternatives

1

WeAdvise

The etops Robo Advisor combines advanced AI technology with regulatory expertise and psychological insights, empowering financial institutions to deliver personalized and compliant wealth management services.

From Germany
2

dxTrade

Offering a versatile suite of multi-asset trading platforms, dxTrade enables brokers and prop firms to operate across various instruments, including stocks, FX, and blockchain currencies.

By: Devexperts From Germany
3

PATRONAS OPUS

PATRONAS OPUS is a modular investment solution designed for seamless integration across diverse asset classes and global markets.

By: PATRONAS Financial Systems From Germany
4

Moonfare

A private equity investing platform, Moonfare provides access to top-tier funds for both retail and institutional investors with minimums starting at €50,000.

By: Moonfare From Germany
5

fundsaccess

Offering a dynamic platform, fundsaccess equips wealth and asset managers with AI-driven tools to tackle intricate financial challenges.

By: fundsaccess From Germany
6

Axioma Portfolio Optimizer

Axioma Portfolio Optimizer empowers investors with a sophisticated tool for portfolio construction and rebalancing.

By: Qontigo From Germany
7

otris corporate

It provides up-to-date insights into locations, investors, committees, and mandate holders, ensuring that data is...

By: otris software From Germany
8

Opus

This innovative system enhances efficiency through tailored solutions, seamlessly integrating portfolio and order management processes...

By: PATRONAS Financial Systems From Germany
9

Fidas

It offers tailored digital participation records, enabling users to manage investments and portfolios transparently...

By: Saxess AG From Germany
10

QPLIX

This solution seamlessly integrates portfolio management, enabling financial institutions to manage diverse assets, including non-bankable...

By: QPLIX From Germany
11

Ventury Analytics

This intuitive investment management software streamlines the documentation of financing rounds, ensuring transparency and seamless...

By: Ventury-Analytics From Germany
12

AGIMENDO.invest

It enhances security in SAP Fiori applications while improving administrative efficiency and user satisfaction...

By: IBsolution From Germany
13

bunch

It facilitates digital entity setup, investor subscriptions with integrated KYC/AML checks, and offers automated fund...

By: bunch From Germany
14

Vermilion Reporting Suite

Users can effortlessly generate client-focused documents such as fund factsheets and regulatory reports, integrating essential...

By: Vermilion Software From United States
15

WOWS Investment Portal

It facilitates diverse funding options, including primary and secondary equity raises, while offering tools for...

By: WOWS Global From Thailand

Top Vermögensmanagement Features

  • Flexible configuration of investment parameters
  • Automated integration with main accounting
  • Real-time financial status updates
  • Comprehensive portfolio analysis tools
  • GoBD-compliant documentation standards
  • Detailed reporting for investment performance
  • User-defined access control for transactions
  • Limitation monitoring for investment risks
  • Automated processing of market data
  • Seamless connection to reporting systems
  • Multi-client management capabilities
  • Customizable valuation and tracking metrics
  • Direct portfolio performance management
  • Streamlined handling of complex transactions
  • Daily updates on investment valuations
  • Historical performance tracking
  • Enhanced risk management features
  • Integration with compliance regulations
  • Efficient bookkeeping automation
  • User-friendly interface for portfolio management