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: Hedgeguard
Customisable cloud-based PMS (Portfolio Management System) and dedicated Middle Office services, built for the market's leading asset managers. Our solutions have been created by ex-buyside professionals who have experienced the challenges faced by managers in today’s increasingly competitive environment.The HedgeGuard PMS is a full front-to-back single platform software which ...
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 ...
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.
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 • ...
Company: Temenos
Triple'A Plus™ caters for both portfolio and relationship management profiles. Each profile is supported through a packaged solution comprised of the relevant modules. The modules provide the particular set of business functions that meets the requirements of portfolio or relationship managers. Triple’A Plus™ for Relationship Managers is specifically ...
Company: Temenos
WealthManager™ is an integrated Wealth Management Platform designed to simplify and improve the daily work of professionals who advise individuals and manage their wealth. The platform is a suite of components that can be combined flexibly to create leading business solutions for Client Management, Advice, Sales, Portfolio Management, Compliance and Client Reporting. ...
Company: Temenos
FundSuite is Multifonds; the award winning fund administration software providing fund accounting, portfolio accounting and investor servicing and transfer agency on a single platform. How it works FundSuite is Multifonds; the administration software for fund accounting, portfolio accounting and investor servicing and transfer agency. For fund and portfolio accounting: ...
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: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ...
Company: SAGE SA
Prospero 365 Independent Asset Management / Family Office is a cost-effective solution with all the financial planning functionality you need. You can replicate portfolios held at your clients’ financial institutions, trade any financial instrument and easily calculate fees—thereby streamlining your processes to improve efficiency, gain productivity and increase profitability. ...
Company: SAGE SA
Prospero 365 Asset Management is a revolutionary financial software designed to help today’s asset managers streamline their operations from decision-making through settlement—via one scalable platform.  Highlights: Offers flexible installation options–onsite or online Helps you create and review your strategic and tactical asset allocation ...