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.

PCS Fund Management platform offers feature-rich functionality and is implemented in the latest best-of-breed Web Technologies with an unparalleled User Interface, designed to support the entire Fund ...
PCS Wealth Management is an award winning, fully-integrated software solution, which provides wealth management service providers with a fully featured platform that consolidates customer portfolio ...
PCS Unit Holders platform is an industry-leading back office solution that comprehensively covers the distribution of investment funds. The platform constitutes one of the most integrated and modern ...
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 ...
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 ...
Company: Profile Software
Axia is the web-based, omni-channel wealth management and family office solution, with white-labelling capabilities, customisable dashboard, a wide range of powerful widgets and competitive ...
Company: Profile Software
Axia Family Office, provides asset managers and investment officers with comprehensive functionality to professionally manage and monitor invested financial assets, either in-house or externally ...
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 ...