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: AutoRek
Some of the world’s largest and renowned asset managers use AutoRek to reduce back office costs, improve STP and client service, and to comply with ever increasing financial regulations. Asset Managers turn to AutoRek for a range of projects, whether the agenda is driven by cost, process efficiency or regulatory reporting. The projects include: Custody Reconciliations Our ability to match ...
Company: Calypso
Calypso Investment Management provides investment managers with a modern and comprehensive front-to-back multi-asset portfolio management solution. It o­ffers full connectivity to existing and new electronic marketplaces including SEFs, clearing brokers and trade repositories. All investment managers, whether running passive or active strategies, can realize opportunities to enhance portfolio ...
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 ...
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 ...
Company: Profidata AG
e-AMIS of PROFIDATA GROUP is an intuitive wealth management system that covers the entire investment process from asset analysis to income reporting.   The functionality ranges from ...
Company: Profile Software
Axia is the web-based, omni-channel investment management solution, with white-labelling capabilities, customisable dashboard, a wide range of powerful widgets and competitive functionality. It can be ...
Company: Profile Software
IMSplus Wealth Management solution is an innovative wealth management system that enables Financial Institutions to provide superior, personalised service, while safeguarding sensitive information of ...