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: FIS
SunGard offers wealth management advisors WealthStation Financial Planning, which integrates all of its financial planning tools on a single, Web-based platform. WealthStation helps provide the tools ...
Company: FIS
AddVantage is a real-time, browser-based solution for asset management and trust accounting that delivers large-volume, straight-through processing from front-to back-office operations. AddVantage ...
Company: FIS
SunGard’s Charlotte, a trust and investment management system, can help your firm effectively compete. With SunGard's Charlotte system, you have the core technology and system connections you ...
Company: FIS
Today, the wealth management industry is facing margin pressures, revenue growth challenges and increased regulatory and compliance requirements all within an increasingly competitive landscape. ...
Company: FIS
As the private banking industry continues to grow with multiple systems, data duplication becomes a persistent threat to accuracy and efficiency. Private banking institutions need a single point of ...
Company: FIS
SunGard’s Ambit Mobile Banking is a mobile banking solution that helps private banks provide added value and service to high net worth clients who are constantly on the go. Ambit ...
Company: FIS
The Swiss private banking market is emerging from the financial crisis intact but not unscathed.  In fact, the greatest impact of the crisis on Swiss banks has yet to be fully realized as bank ...
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 ...