Front and Middle Office Wealth Management Systems | VendorMatch Directory | Page 2

Trading Core Features

Securities Processing Core Features

Instrument Pricing Core Features

Capital Markets: Fund / Investment Accounting Core Features

Regulatory Reporting & Filing Capabilities

Profile specifications and functionality for systems for regulatory transparency reporting (excludes trade and transactions.)

Risk Management Core Features

Financial Planning Core Features

Solutions that support financial planning including the exploration of accounts, portfolio holdings, asset allocation, data, investment profiling etc. Used by Financial advisers and relationship managers predominately.

Portfolio Management Core Features

Portfolio inventory or for trading solutions the trading position.

Online Portal Core Features

Specify requirements for your client portal solutions that enables online access to portfolio holdings and portfolio valuations, open accounts, give instruction or execute trades.

Internationalisation

Deployment Options

How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.

Operating Systems

Total Company Funding

Company Funding Stage

Use this filter to identify emerging technology companies ?

Composer GBST
Administration technology helping superannuation funds, pensions, investment platforms and managed funds improve efficiency and ensure regulator…
Comarch Wealth Management Comarch
Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
Equisoft/Analyze for wholesalers Equisoft
Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
Equisoft/Plan Equisoft
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 Equisoft
Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
Global Wealth Platform SS&C Technologies
Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
InvestEdge Investedge
InvestEdge's enhanced Compliance Middle Office Management (CMOM) solution allows wealth managers to increase efficiency and lower costs while st…
Wealth Platform Dorsum
Wealth Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in…
Factbook Client Reports Factbook
Factbook Client Reports™ allows you to meet the growing demands from retail and institutional clients for more detailed and tailored information…
IMSplus Profile Software
IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
Direct for Wealth Management Morningstar, Inc.
We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
Advent Portfolio Exchange (APX) SS&C Advent
Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfo…
Axioma Portfolio Qontigo (Axioma)
Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance w…
Binfolio Celfocus (Former Novabase)
A flexible portfolio solution for valuation, accounting and reporting with automated data aggregation and a simple, modern user experience, for…
Wealth Management Solutions FIS
Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…

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