Wealth Management / Family Office

Browse our collection of wealth management software and services focused on providers of wealth management and family office products and services. Invest in innovative wealth software to improve your business efficiency and services.

Company: AutoRek
Some of the world’s largest and renowned asset managers use AutoRek to reduce back office costs, improve STP and client service, and to comply with ever increasing financial regulations. Asset Managers turn to AutoRek for a range of projects, whether the agenda is driven by cost, process efficiency or regulatory reporting. The projects include: Custody Reconciliations Our ability to match ...
REVPORT is the premier Revenue Management and Fee Billing solution and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Our clients consider fee billing as a critical component of their customer facing operations and Bonaire’s expertise improves the quality of their fee calculation and invoicing process.  Our firm prides itself on ...
PAYPORT is the premier receivables management solution and has been recognised by 13 out of the top 20 largest global asset managers as “Best in Class”. Our clients consider receivables management as a customer facing part of their operations. Bonaire’s expertise and products improve the speed and quality of your collections.   In financial services, collections is ...
Commissions is the premier solution in the asset management industry and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Broadridge's expertise and products improve the quality of your commission processes and allow the delivery of highest levels of service to your distribution partners.         Key Benefits • ...
Since 1993, Imagine Software has been a leading provider of investment management solutions for the global financial industry. Its award-winning enterprise product, the Imagine Trading System—and its on-demand cloud-based ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ...
Company: Crealogix
Crealogix provides specialist solutions for Digital Banking and Advisory Management software with a focus on changed customer needs for mobility, security, personalised advice and comprehensive user experience. CREALOGIX Invest is the family name of our brokerage product which includs the following three products: CREALOGIX Invest Wealth - An interactive client portal, for the display, ...
Company: Profile Software
Axia is the web-based, omni-channel wealth management and family office solution, with white-labelling capabilities, customisable dashboard, a wide range of powerful widgets and competitive ...