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
Mobius Wealth is a mobile app which integrates with your existing back-end Wealth Management system, allowing you to provide your clients with a compelling digital experience across all channels - ...
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: 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: Comarch Finance
Comarch Wealth Management consolidates information and issues on all assets belonging to affluent individuals or families. It also supports financial institutions in providinga full scope of wealth ...
Company: Objectway
Regulations (MIFID, KYC, RDR) are changing wealth management models to a more advice/fee-based approach, and market turbulence presses advisors to justify their value proposition. OFS Advice is a ...
Company: Objectway
Portfolio managers need to offer their clients the highest levels of service and reporting, while ensuring efficient execution of routine tasks such as monitoring, reporting, regulatory compliance and ...
Company: Objectway
OFS WEALTH APPS is a mobile portfolio of applications available on smartphones and tablets, integrated and developed to meet all the financial advisors’, portfolio managers’ and ...
Company: Objectway
Conectus is an omni-channel, omni-device user experience platform designed specifically for the wealth and investment services segment. Conectus gives investment management firms a digitally ...