Client On-Boarding Systems
Client on-boarding systems and solutions from vendors listed on our directory. Our platform supports research and evaluation of software technology enabling you to analyse and compare functionality for client on-boarding for investment funds, wealth managers and banks incorporating anti money laundering compliance.
Client Reporting & Communications Systems
Client reporting systems and solutions listed in our vendor directory. Our platform includes guides covering the best investment and investor reporting and communications functionality required by fund managers and asset managers to support report compilation, generation and dissemination of reports, fund data sheets, KIID, PRIIP, KIDs and online reporting.
Fund Sales & Distribution Systems
Fund distribution systems vendors and solutions listed on diliger. diliger is a directory of fund distribution software for the fund management industry.
Investment Advisor Systems
Investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key capabilities to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books and client meeting packs etc.
Investor Websites & Portals
Investor websites and portal solutions listed in our vendor directory. Research internet solutions for for use by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money.