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: 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 ...
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: 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, ...
Company: Nucoro
Open up the world of digital savings and investment for new and existing customers with a fully ...
Company: GBST
Administration technology helping superannuation funds, pensions, investment platforms and managed ...
Company: GBST
Digital wealth management platform delivering flexible and customisable online experiences, ...
Company: GBST
Streamlined tax reporting with real-time collaboration between superannuation funds, investmentment ...
Company: GBST
Digital platform helping superannuation funds improve after-tax returns for members by optimising ...
Company: GBST
Measure after-tax outcomes and drive investment manager performance with after-tax benchmarks and ...