Wealth Management Software
Morningstar Advisor Workstation
The Morningstar Advisor Workstation, part of the Direct Advisory Suite, equips financial advisors with an integrated platform for proposal creation,...
FamilyWealthGuru
Designed for the complexities of modern wealth management, this integrated solution allows investors and wealth managers to effortlessly track, organize,...
Axys
Axys® streamlines portfolio management and accounting by offering customizable reporting and integrated multicurrency capabilities. Designed for investment management firms, it...
EY Nexus for Wealth and Asset Management
The EY Nexus for Wealth and Asset Management is a transformative platform designed to drive innovation and enhance customer engagement....
Aladdin Wealth
Aladdin Wealth™ revolutionizes wealth management by integrating advanced portfolio and risk analysis technologies. It empowers advisors to tailor investment strategies...
Temenos Multifonds
A robust global platform designed for fund administrators, asset managers, insurance companies, and pension funds, Temenos Multifonds enhances operational efficiency...
WealthMapper
WealthMapper is a modular wealth management software designed to enhance financial service providers' capabilities. It offers a robust digital toolkit...
Boldin
Boldin enhances financial confidence through a user-friendly platform that empowers businesses to engage employees in retirement planning. With customizable planners...
Comarch Wealth Management
The Comarch Wealth Management platform empowers advisors to deliver exceptional wealth services across various client segments, including retail, affluent, and...
Global Wealth Platform (GWP)
The Global Wealth Platform (GWP) streamlines wealth management by integrating front, middle, and back-office functions into a single, cloud-based system....
Avaloq Wealth
This all-in-one wealth management solution streamlines investment advisory, portfolio management, and client relations through automation. It enables tailored investment strategies,...
Advent Portfolio Exchange
In today's intricate investment environment, Advent Portfolio Exchange (APX) revolutionizes how asset managers operate by integrating client relationship management with...
Black Diamond Wealth Platform
The Black Diamond Wealth Platform excels in portfolio management, empowering firms to enhance client relationships amid significant wealth transitions. Featuring...
Equisoft/analyze
Equisoft/analyze serves wealth professionals by streamlining investment product comparisons and portfolio designs. With real-time fund analysis and bespoke reporting, advisors...
Equisoft/plan
This financial planning software empowers users to analyze clients' financial situations and craft tailored strategies for their future. With an...
Mezzi
Designed for individuals who value their financial growth, this innovative platform empowers users to unlock wealth-building insights traditionally reserved for...
Range
A modern wealth management platform offers tailored financial advice for high-income earners, covering investments, taxes, retirement, and real estate. With...
Advisor360
Advisor360° revolutionizes wealth management with a seamless, integrated platform designed to enhance advisor efficiency. By automating processes and providing tailored...
Cheetah Wealth Management
Cheetah Wealth Management offers an intuitive platform that centralizes essential tools for wealth management. Designed for efficiency, it leverages modern...
Tonic
Designed for fintech organizations, Tonic Wealth Management streamlines portfolio management and enhances client experiences through real-time insights, personalized reporting, and...
Asseta
Designed specifically for family offices, this AI-powered platform streamlines financial operations by offering real-time insights into investments, cash flow, and...
Savvy
Discover a wealth management experience tailored to your unique financial aspirations with personalized roadmaps and curated investment portfolios. Supported by...
Dynamic Planner
Dynamic Planner is a leading digital platform that revolutionizes financial planning by seamlessly connecting clients with tailored investment solutions. Its...
Etops
Etops delivers innovative digital solutions that streamline processes for wealth managers, private banks, and family offices. Covering everything from lead...
Garradin
Garradin streamlines back-office processes for private wealth management, offering a unified platform to handle administration and reporting tasks. Its modular...
Global WealthES
Global WealthES™ is a robust Wealth Management platform tailored for large and medium-sized financial institutions. It streamlines processes through end-to-end...
iPM Portal
iPM Portal is a cutting-edge wealth management software that combines portfolio management and CRM functionalities, allowing investment firms to seamlessly...
Keenai
Keenai is a cutting-edge wealth management software that integrates AI-driven insights with personalized services. It offers a suite of investment...
Elysys Wealth
Leveraging the robust Microsoft Dynamics 365 Business Central platform, Elysys Wealth offers specialized treasury management applications that streamline financial processes....
Mobius Wealth
Mobius Wealth is a sophisticated mobile wealth management app that seamlessly connects with existing back-end systems, offering an engaging digital...
MoneyWare
MoneyWare is a sophisticated wealth management platform that empowers wealth managers to streamline their operations across the entire business life...
WealthOS
Offering cloud-native solutions, WealthOS revolutionizes transfer management, pension drawdown, and client billing. Its modular architecture and unified API empower firms...
KidBrooke OutRank
OutRank revolutionizes financial decision-making by seamlessly integrating advanced analytics and simulations into personal finance management. By empowering advisors and customers...
Provisian
Provisian empowers financial advisors with a unified platform to streamline financial planning and risk management. By integrating with over 11,000...
Dimply
Recognized as the Best Wealth Management Solution at the 2024 National Fintech Awards, this software revolutionizes customer interactions in financial...
