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
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: Crealogix
Crealogix provides specialist solutions for Digital Banking and Advisory Management software with a focus on changed customer needs for mobility, security, personalised advice and comprehensive user ...
Company: Crealogix
CREALOGIX Invest Crypto is a new cryptocurrency valuation and trade integration for CREALOGIX Invest Empower your users to view their cryptocurrency balances within their existing portfolio A ...
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: Prometeia
The PFTPro® enterprise advisory platform is the expression of the unique WealthTech® ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...
Company: SS&C
The PAS solution platform sets a new standard in pensions and financial planning calculations and ...