Client Account Administration Systems

VENDORMATCH

Private client account management systems and solutions listed in our vendor directory. Use the research platform to evaluate middle office client account management software for fund, wealth management, private banking and family offices. Includes analysis and comparison of key capabilities to support subscriptions, redemptions, income payments, voting, elections and details.
  • The Solution for: Trading & Dealing Desk Operations Investment Managers Relationship Managers Administration & Compliance Taxation Client…
  • pControl’s Fund Distribution solution is intended for organisations who place fund orders on behalf of investors and institutional clients, proce…
  • Broadridge’s PROactive™ Cash Management solution provides real-time cash and liquidity management, enabling full control of intra-day position ke…
  • Fully scalable and integrated private banking, custody and investment management system The modular system is fully integrated with a core of com…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that doesn…
  • Fully hosted front-to back-office wealth management solution ONE Business Model: that covers your business needs in ONE coherent and consistent s…
  • Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
  • Dion's award winning Wealth Management solution offers tools for Investment Management, Client & Online Interaction, Asset & Revenue servicing an…
  • Q-WEALTH is a complete solution for wealth managers wanting to automate and control processes in  an simple and cost efficient way. It has been c…
  •  Client Access Issue Management System MyKOGER  Fund Administration System Win More Clients and Provide World Class Client Service Koger's Transf…
  • BONANZA Investment is a complete portfolio management system with consistent strong support for the front, middle and back office operations. Thi…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
  • FIGARO® provides a cost-effective, flexible and fully integrated solution FIGARO® is a fully integrated STP solution and is unrivalled in its dep…
  • Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to the…
  • Intelledox Infiniti is a solution-ready, low-code platform that empowers businesses to digitally transform paper- and forms-based manual business…
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