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Financial Planning Systems

VendorMatch

Find financial planning systems vendors and solutions listed on our directory at Celent.com. Celent Digital Services helps firms research, compare, and evaluate the best financial planning software for discretionary asset managers, private bankers and family offices.
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agili…
  • mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • Technology is fast changing the fundamental nature of businesses.Organizations which were once world leaders in their space are now giving way t…
  • Relativity6's simple to use Industry Classification API returns fast, reliable, real-time company business classifications with only 2 inputs, b…
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