• e-AMIS Profidata Group e-AMIS, an intuitive wealth management system, supports the entire investment process straight-through. The functionality ranges from ...
  • Prairiesmart Prairiesmart FINANCIAL PORTFOLIO RISK CALCULATED, SIMPLIFIED, AND EXPLAINED - Data Integration Services and APIs - The PrairieSmarts Financial Risk Cloud ...
  • Research Management Black Mountain Systems Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your ...
  • IMiX Investment Software Limited IMiX is a front to middle office web based Investment Management platform with a multi-asset, multi-currency and multi-company tier system. - ...
  • Global Wealth Platform SS&C Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that ...
  • Banking Suite Avaloq Evolution AG More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services ...
  • Agilis Wealth Management Agile Financial Technologies Presenting Agilis Wealth Management: - Relationship Management & KYC – setting the essential foundation - Financial Planning – understanding ...
  • Triple'A Plus Temenos Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large ...
  • Wealth in One Objectway Financial Software Fully hosted front-to back-office wealth management solution - ONE Business Model: that covers your business needs in ONE coherent and ...
  • Q-WEALTH Sofistar LLC Q-WEALTH is a complete solution for wealth managers wanting to automate and control processes in an simple and cost efficient way. It has ...
  • Sonata Bravura Solutions Drive innovation and enhance business growth well into the future with Sonata’s modern, open and scalable technology. - A next generation ...
  • wealtharc for wealth managers wealtharc WealthArc provides you with a comprehensive solution for seemlessly managing your business as a wealth manager. Your clients rely on your ...
  • IMSplus Profile Software IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes ...
  • Wealth Management Solutions FIS Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions - Give your clients anytime access ...
  • VestmarkONE Vestmark VestmarkONE is a comprehensive, real-time unified wealth management technology solution that enables broker-dealers,investment managers, ...
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