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.

OLYMPIC Banking System offers a wide range of functions in a multi-currency, multi-language, real-time environment. OLYMPIC Banking System is the acknowledged market leader in Switzerland 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 ...
Company: Crealogix
CREALOGIX Invest Crypto is a new cryptocurrency valuation and trade integration for CREALOGIX Invest Empower your users to view their cryptocurrency balances within their existing portfolio A ...
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 ...
Company: FIS
Managing and growing assets has brought new complexities and exciting opportunities for investors and wealth management service providers alike. The face of wealth management is changing, bringing ...
Company: FIS
SunGard’s WealthStation provides wealth managers, portfolio managers and/or financial advisers around the globe with tools to help them acquire, service and grow their client relationships. ...
Company: FIS
SunGard offers wealth management advisors WealthStation Financial Planning, which integrates all of its financial planning tools on a single, Web-based platform. WealthStation helps provide the tools ...
Company: FIS
AddVantage is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing from front-to back-office operations. AddVantage ...