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: Objectway
Fully hosted front-to back-office wealth management solution ONE Business Model: that covers your business needs in ONE coherent and consistent solution. ONE Data Model: coherent ...
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 ...
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: GBST
Composer is a full service global software platform for Master Trusts, Wraps, Unit Trusts, ISA/PEP, OEICS, SIPP, Superannuation, Pension and Provident funds. Designed as a single, client-centric ...
VDF delivers all types of data including descriptive andsecurity ID cross-reference data, capital changes, dividendpayments, corporate actions, valuation prices,ratings, and much more. SIX ...
Company: Prometeia
The PFTPro® enterprise advisory platform is the expression of the unique WealthTech® approach, ...
Company: FA Solutions
FA Solutions is a FinTech company providing comprehensive and modern investment management software ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...
Company: IRESS
Integrated wealth management platform offering client management, business automation, portfolio ...