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: Profile Software
Axia is the cloud/web-based, omni-channel wealth management solution offering an exceptional digital platform that integrates with any 3rd-party platform, offering a seamless integration environment. ...
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 ...
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 ...
Company: Comarch Finance
Comarch Wealth Management - Build and manage your clients’ investment policy in line with their needs and objectives! Comarch Wealth Management is an integrated, multi-module platform ...
Company: FIS
FIS provides wealth management solutions that enable banks, brokers, insurance companies and correspondent clearing firms to solidify their customer relationships, improve advisor satisfaction and ...