Investment Advisor Systems
Client & Channels Management Software
Financial Software Directory
Investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key capabilities to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books and client meeting packs etc.
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CRM Core Features
Define required CRM functionality e.g. client on-boarding, KYC, relationship management, client account operations, portfolio and performance operations.
CRM Core Features
Client Lifecycle Management
Regulatory Compliance Management
Investment advisor support
How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.
On Premises Installation
Hosted / ASP / Private Cloud
Multi-Tenanted SaaS / Cloud
Citrix supported ?
Please describe multi-location / international deployment options
Factbook Pitchbooks™ is designed to be a powerful yet user-friendly tool and its interface will be familiar to anyone used to operating ...
Jemstep Advisor Pro is an online client enrollment and engagement platform that helps you attract more clients, increase your AUM and service ...
Wealth Managers today are still dealing with legacy applications or working manually. Our vision is to combine the swiss private banking ...
Black Diamond Wealth Platform
The Black Diamond® Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, ...
FINANCIAL PORTFOLIO RISK CALCULATED, SIMPLIFIED, AND EXPLAINED - Data Integration Services and APIs - The PrairieSmarts Financial Risk Cloud ...
Wealth Management Solutions
FolioDynamix empowers wealth management firms with a scalable, secure, cloud-based wealth management technology platform. Supporting every ...
Communica Compliance Engine
Communica Compliance Engine supports managers, service providers and other financial organisations in managing all types of compliance ...
Wealth Dynamix WDX
The WDX Foundation CRM is the core license of the WDX application. It includes (optionally) all of the necessary Microsoft CAL Licenses for ...
OFS eXimius Portfolio Manager
Objectway Financial Software
OFS eXimius Portfolio Manager is a multi-channel, multi-entity, multi-device, integrated and customisable software platform, that provides ...
Wealth Management System Limited
BONANZA Investment is a complete portfolio management system with consistent strong support for the front, middle and back office operations. ...
wealtharc for wealth managers
WealthArc provides you with a comprehensive solution for seemlessly managing your business as a wealth manager. Your clients rely on your ...
Investor Relations and Investor Portal
Backstop Solutions Group
Our Solutions: Relationship Management - Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, ...
CRM - Investor Relations, Fund Raising and Deal Tracking
Vertice Technologies - AltaReturn
AltaReturn’s CRM includes far more than just the basic email addresses and phone numbers: it is a powerful investor database, an integrated ...
Tercero Software Platform
Third Financial Software
The Tercero Software Platform is a new generation of front, middle and back office wealth management software, fully integrated all driven ...
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