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
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 ...
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: FA Solutions
FA Solutions is a FinTech company providing comprehensive and modern investment management software ...
Company: IRESS
Integrated wealth management platform offering client management, business automation, portfolio ...
Company: IRESS
Integrated software solution offering market data, order management, portfolio management, CRM, ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...
Company: Prometeia
The PFTPro® enterprise advisory platform is the expression of the unique WealthTech® approach, ...
Company: Morningstar
Welcome to everything Morningstar—comprehensive investment information, ...