Front and Middle Office Wealth Management Systems

VendorMatch

Use our vendor directory to find, research, analyze, compare, and evaluate the leading front and middle office wealth management systems. Check core features including asset allocation, portfolio modelling, mass affluent support and other risk and compliance features.
  • The Finantix front- and middle office solution is a suite of modules (Finantix Components) that support most front-office processes between clie…
  • Financial institutions today face tough competition, workflow disconnects, and erroneous reporting. They require an efficient way to manage oper…
  • Prospero 365 Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerland’…
  • New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
  • Delivered as SaaS or for on-premise deployment, Avaloq offers a digital front-to-back platform that consists of a set of integrated end-to-end s…
  • WealthSuite is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-ba…
  • A complete suite of products with all the tools you need to manage daily trade processing. BETA is the industry’s most comprehensive and reliabl…
  • Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Deployed over private secured clouds, th…
  • Support and scale all the services that advisors need. Tegra118's Wealth Platform combines a flexible, front-office solution helping advisors at…
  • Wealth managers are improving their operations through better administration, smarter risk management, and technology-enabled processes that gro…
  • Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their…
  • Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
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