Wealth Management / Family Office

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 ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ...

PrimeTerminal is designed to enhance investment and sales processes of private banks, investment banks, issuers of investment products and asset managers. PrimeTerminal is a customizable and localized financial desktop that display comprehensive real-time market data, analytics, reference data and historical data. Data reporting per user allows flexible and targeted deployment. The terminal has ...

BondEdge® – BondEdge allows fixed income institutional investors to proactively manage global interest rate and credit risk at the portfolio level. Clients can hone trading strategies via customizable market environment simulations, identify bets/unintended mismatches versus any of 400+ global benchmark indices (from all the major index families), respond efficiently to a variety of ...

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 ...

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: ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Reuters Knowledge Direct for Wealth Management provides you with the technology to deliver intelligent information on your website. Our datafeed provides news, market data, company information and analysis that your advisors/customers need to make better financial decisions and your costs will be carefully managed. Reuters Knowledge Direct for Wealth Management targets online brokerages and ...

Stock Reports are designed to optimize the investment selection process and deliver time-saving research capabilities. Combining our independent research, ratings, and market data for companies within the United States, Canada, and the United Kingdom, the reports place current data into historical context for more accurate forecasting of a security’s performance. With Stock ...

The REVPORT Fee Billing System (Suite) is utilized by many of the worlds top 20 asset managers, investment managers, brokers, RIA's, Wealth Managers, SMA Managers, and Fund Companies in the world. Revenue Calculations and Fee Calculations. Commissions  REVPORT Revenue Management Key Features: Tracks & automatically calculates foreign currency ...

Robust Accounts Receivable and Collections designed and built for with Multi Currency features for financial firms. Prepayments, batches, Invoice history, aging reports, write offs, and refunds. Accounts Receivable and Collections Module - REVPORT’S A/R and Collections module allows the application and tracking of receivables and collections. The Accounts Receivable System interface with ...

Spectrum Private Banking provides comprehensive front-office to back-office functionality for a fully integrated Private Banking solution.  Covering the full range of Treasury and Capital Markets products, Spectrum Private Banking manages trade confirmations, payments, accounting, statements and all transaction maintenance activities.  Efficient client relationship management is ...