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
Axia is the web-based, omni-channel investment management solution, with white-labelling capabilities, customisable dashboard, a wide range of powerful widgets and competitive functionality. It can be ...
Company: Profile Software
IMSplus Wealth Management solution is an innovative wealth management system that enables Financial Institutions to provide superior, personalised service, while safeguarding sensitive information of ...
Company: Profile Software
Address new market segments, automate your services while increasing productivity and profitability Being at the forefront of technology, the Axia Robo Advisory omni-channel solution delivers ...
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: Comarch Finance
Comarch Wealth Management - Build and manage your clients’ investment policy in line with their needs and objectives! Comarch Wealth Management is an integrated, multi-module platform ...
Company: FundCount
FundCount is a partnership, portfolio and general ledger multi-currency accounting software solution ...
Company: Prometeia
The wealth management business is in a period of transition, with shifting regulatory landscapes, ...
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything ...
Prospero 365 Independent Asset Management / Family Office is a cost-effective solution with all ...