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: 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 ...
The PAS solution platform sets a new standard in pensions and financial planning calculations and ...
The changing operational and client demands in the wealth management space are now increasingly ...
Web-Based, Outsourced Portfolio Management and Reporting Purpose-built for independent ...
Babel is Bravura Solutions' STP financial messaging solution. It is an intelligent messaging ...
Sonata is Bravura Solutions’ next generation wealth management administration software. It ...
Sonata is Bravura Solutions’ next generation wealth management administration software. It is ...
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything ...