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.

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: 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: Profile Software
Axia is the web-based, omni-channel investment management solution, with white-labelling capabilities, customisable dashboard, a wide range of powerful widgets and competitive functionality. It can be ...
Company: Profile Software
IMSplus Wealth Management solution is an innovative wealth management system that enables Financial Institutions to provide superior, personalised service, while safeguarding sensitive information of ...
Company: Profile Software
Address new market segments, automate your services while increasing productivity and profitability Being at the forefront of technology, the Axia Robo Advisory omni-channel solution delivers ...
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 ...