Software and services focused on providers of wealth management and/family office products and services.
Company: SunGard
Managing and growing assets has brought new complexities and exciting opportunities for investors and wealth management service providers alike. The face of wealth management is changing, bringing with it a growing population of retirees and high-net worth individuals. Meanwhile, a convergence in the industry is causing increased competition, a proliferation of service and product offerings.
As ... read more
Company: SunGard
SunGard’s WealthStation provides wealth managers, portfolio managers and/or financial advisers around the globe with tools to help them acquire, service and grow their client relationships. WealthStation delivers a flexible architecture by integrating client management, financial planning, investment management, asset allocation, data aggregation, trading, rebalancing, reporting, client ... read more
Company: SunGard
SunGard offers wealth management advisors WealthStation Financial Planning, which integrates all of its financial planning tools on a single, Web-based platform. WealthStation helps provide the tools you need to be successful. Whether you are creating proposals, reallocating client assets or investments, performing modeling, creating what-if scenarios, or analyzing the easy-to-understand ... read more
Company: SunGard
Global Plus delivers automation, straight-through processing and functionality to help you accomplish your day-to-day operational goals. Its advanced client/server architecture and scalable platform accelerates new product delivery and streamlines the integration of mergers and acquisitions into your existing operation. Its parameter-driven structure provides easier ways to handle ... read more
Company: SunGard
AddVantage is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing from front-to back-office operations. AddVantage helps enhance your ability to manage growth, increase profits and improve profitability with automated workflow management, investment tools and reporting capabilities. Organizations with multiple ... read more
Company: SunGard
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 need to help extend your reach, make sense of the details and foster new connections. Charlotte's open design, functionality and user-friendly flexibility puts you in control of your data and gives you ... read more
Company: SAGE SA
Prospero is a suite of solutions precisely fitted to the needs of specific segments of the financial services industry. Even with today’s standardized and regulated financial environment; each bank, each financial institution remains different. With Prospero’s unique flexibility, we cover your exact needs—from medium to large firms, from simple to complex financial products and ... read more
Company: SAGE SA
Prospero Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets.
Highlights:
Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ... read more
Company: SAGE SA
Prospero Family Office is a cost-effective solution with all the financial planning functionality you need. You can replicate portfolios held at your clients’ financial institutions, trade any financial instrument and easily calculate fees—thereby streamlining your processes to improve efficiency, gain productivity and increase profitability.
Highlights:
Consolidate ... read more
Company: Thomson Reuters
Framework Integration Services is a set of APIs and services that allow you to create integrated desktop experiences with applications built and hosted by your firm and/or third parties. We offer key integration features such as single sign on, integrated navigation structure, context passing, drill downs and the ability to perform “mash-ups” with multiple applications on the ... read more
Company: Thomson Reuters
InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the needs to locate, recommend, and support investment options for your clients remains fundamental. InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and act on.
InvestmentView provides the ... read more
Company: Thomson Reuters
Reach your investment goals with intelligence from Thomson Reuters. Designed specifically for wealth managers and financial advisors, Reuters Wealth Manager delivers global, streaming cross-market data, world class news coverage and the Lipper funds database – all via the internet, allowing you to access the information you need anytime, anywhere.
With Reuters Wealth Manager, you can:
... read more
Company: Thomson Reuters
StockReports+ is designed to optimize the investment selection process and deliver time-saving research capabilities. Combining our independent research, ratings, and market data for global companies across 17 different markets, the reports place current data into historical context for more accurate forecasting of a security's performance.
With StockReports+, you can:
Conduct in-depth ... read more
Company: Thomson Reuters
Thomson ONE Book Management enables advisors to spot and follow up on opportunities, mitigate business risk, identify market impact on clients' portfolios, and grow their business through increased productivity.
The module consists of a Book Dashboard or home page, allowing users to create customized views into their book of business, optimized and presented in a consolidated fashion. View ... read more
Company: Thomson Reuters
The Thomson ONE Performance Reporting module is a turnkey performance measurement solution with integration to PORTIA Perform, the industry leading performance calculation engine. This integrated solution allows you to generate performance reports across multiple account and asset types, using a single platform and eliminating the need for a separate performance calculation engine.
Using ... read more
Company: Thomson Reuters
As a leading provider of investment tools and information, Thomson Reuters understands the dynamic needs of wealth management professionals and the competitive environment in which they operate. To win client confidence, you need tools that enhance your ability to make informed recommendations and manage portfolios effectively, while giving you the time and capabilities to strengthen client ... read more
Company: Thomson Reuters
Thomson Reuters eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
The product has been designed by practitioners from the wealth management industry to meet the enterprise-wide needs of private client investment firms. It supports ... read more
Company: Thomson Reuters
EMERGE VICTORIOUS
Thomson Reuters Proposal Generation is an innovative sales proposal tool that allows you to create multi-asset investment proposals rich in content within minutes. Picking the right mix of investments to match a client's personal time horizon and risk tolerance can be challenging. With Proposal Generation, you have access to Thomson Reuters comprehensive database of mutual ... read more
Company: Bonaire Software Solutions
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 billing as a critical component of their customer facing operations and Bonaire’s expertise improves the quality of their fee calculation and invoicing process. Our firm prides itself on ... read more
Company: Bonaire Software Solutions
PAYPORT is the premier receivables management solution and has been recognised by 13 out of the top 20 largest global asset managers as “Best in Class”. Our clients consider receivables management as a customer facing part of their operations. Bonaire’s expertise and products improve the speed and quality of your collections.
In financial services, collections is ... read more
Company: Bonaire Software Solutions
Commissions is the premier solution in the asset management industry and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Bonaire’s expertise and products improve the quality of your commission processes and allow the delivery of highest levels of service to your distribution partners.
Key Benefits
• ... read more
Company: TCS Financial Solutions
Responding to your need, we bring you TCS BαNCS Wealth Management solution, which enables you to offer layered financial services to various customer segments and provides you with a 360-degree view of the customer across products. With its modular architecture and strong integration capabilities, our solution covers the wealth management value-chain from client on-boarding to portfolio ... read more
Company: Financial Software Systems Inc.
Spectrum Wealth provides comprehensive front-office to back-office functionality for a fully integrated Wealth Management solution. Covering the full range of Treasury and Capital Markets products, Spectrum Wealth manages trade confirmations, payments, accounting, statements and all transaction maintenance activities. Efficient client relationship management is accommodated with ... read more
Company: Imagine Software Inc
Since 1993, Imagine Software has been a leading provider of investment management solutions for the global financial industry. Its award-winning enterprise product, the Imagine Trading System—and its on-demand cloud-based ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ... read more
Company: DST Global Solutions
Bluedoor is an all-in-one administration and registry solution for fund administrators and asset managers. It provides a straight-through link from distributor to product provider - and on to registry or administrator.
Bluedoor offers full functionality with paper-less straight through processing possible for the majority of transactions. It caters for the full range of wealth management ... read more
Company: DST Global Solutions
The PAS solution platform sets a new standard in pensions and financial planning calculations and illustrations. With a powerful calculation engine at its heart, it is designed to integrate seamlessly with pension administration and retirement planning tools used by advisers. It is designed to deliver actuarially sound calculations for informed decision-making in signing new business, refining ... read more
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