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: 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 ...
Company: Profile Software
Address new market segments, automate your services while increasing productivity and profitability Being at the forefront of technology, the Axia Robo Advisory omni-channel solution delivers ...
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: Quintessence
Quintessence is a decision support system for the investment management and research process. The system has resulted from more than 25 years’ combined experience in the investment management ...
Company: Comarch Finance
Comarch Wealth Management - Build and manage your clients’ investment policy in line with their needs and objectives! Comarch Wealth Management is an integrated, multi-module platform ...
OLYMPIC Banking System offers a wide range of functions in a multi-currency, multi-language, real-time environment. OLYMPIC Banking System is the acknowledged market leader in Switzerland and ...
Company: smartstream
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: FIX Flyer LLC
A multi-asset, broker-neutral trading platform bringing Wall Street technology to Wealth Management. Trade Order Management A web-based, multi-broker solution for advanced trading and allocation ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...