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: Prometeia
The PFTPro® enterprise advisory platform is the expression of the unique WealthTech® approach, ...
Company: fitch
The PAS solution platform sets a new standard in pensions and financial planning calculations and ...
Company: fitch
The changing operational and client demands in the wealth management space are now increasingly ...
Company: fitch
Web-Based, Outsourced Portfolio Management and Reporting Purpose-built for independent ...
Company: Morningstar
Welcome to everything Morningstar—comprehensive investment information, ...
Company: Morningstar
Valuation-Driven Portfolios for Advisers Using Morningstar® Managed PortfoliosTM, financial ...
Company: Morningstar
Custom-configured platform for complete client service. Morningstar Advisor Workstation Enterprise ...
Company: Morningstar
Morningstar’s MiFID II solutions are concentrated in these areas: Comprehensive MiFID II ...
Company: FA Solutions
FA Solutions is a FinTech company providing comprehensive and modern investment management software ...
Company: FINARTIS
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything ...