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: FIS
SunGard’s Charlotte, a trust and investment management system, can help your firm effectively compete. With SunGard's Charlotte system, you have the core technology and system connections you ...
Company: FIS
Today, the wealth management industry is facing margin pressures, revenue growth challenges and increased regulatory and compliance requirements all within an increasingly competitive landscape. ...
Company: FIS
As the private banking industry continues to grow with multiple systems, data duplication becomes a persistent threat to accuracy and efficiency. Private banking institutions need a single point of ...
Company: FIS
SunGard’s Ambit Mobile Banking is a mobile banking solution that helps private banks provide added value and service to high net worth clients who are constantly on the go. Ambit ...
Company: FIS
The Swiss private banking market is emerging from the financial crisis intact but not unscathed.  In fact, the greatest impact of the crisis on Swiss banks has yet to be fully realized as bank ...
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: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...
Company: Prometeia
The wealth management business is in a period of transition, with shifting regulatory landscapes, ...
Businesses excel by focusing on their expertise. For your firm, success is based on the ability to ...