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: 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 wealth management business is in a period of transition, with shifting regulatory landscapes, ...
Businesses excel by focusing on their expertise. For your firm, success is based on the ability to ...