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: 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 ...
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: Five Degrees
Matrix accounts: Enables front-to-back digital banking Your customers just want banking to be easy. They want simple, seamless access to products and services, 24/7. Matrix accounts enables banks ...
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: SS&C
The PAS solution platform sets a new standard in pensions and financial planning calculations and ...
Company: SS&C
The changing operational and client demands in the wealth management space are now increasingly ...
Company: SS&C
Web-Based, Outsourced Portfolio Management and Reporting Purpose-built for independent ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...