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: Five Degrees
Matrix accounts: Enables front-to-back digital banking Your customers just want banking to be easy. They want simple, seamless access to products and services, 24/7. Matrix accounts enables banks ...
Company: Crealogix
Crealogix provides specialist solutions for Digital Banking and Advisory Management software with a focus on changed customer needs for mobility, security, personalised advice and comprehensive user ...
Company: Crealogix
CREALOGIX Invest Crypto is a new cryptocurrency valuation and trade integration for CREALOGIX Invest Empower your users to view their cryptocurrency balances within their existing portfolio A ...
Revport is the premier Revenue Management and Fee Billing solution and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Our clients consider fee ...
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: 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® ...
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 ...