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: Calypso
Calypso Investment Management provides investment managers with a modern and comprehensive front-to-back multi-asset portfolio management solution. It o­ffers full connectivity to existing and new electronic marketplaces including SEFs, clearing brokers and trade repositories. All investment managers, whether running passive or active strategies, can realize opportunities to enhance portfolio ...
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: FIS
FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers ...
Company: FIS
FIS’ WealthStation helps provide businesses with the tools needed to help enhance service, streamline processes, and achieve success in a competitive landscape.   ...
Company: FIS
FIS Unity offers a seamless, omni-channel user experience to front- and middle-office wealth providers, as well as high-net-worth and institutional investors. It delivers a 360° view ...
Company: FIS
The retirement landscape is changing at lightning speed, driven by shifting demographics, digital engagement, underserved segments and increased competition from traditional providers and ...
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 ...