Front and Middle Office Wealth Management Systems | VendorMatch Directory | Page 3

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 ?

JHC Figaro (Figaro) JHC
JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
Axia Profile Software
Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agili…
Wealth Portal Dorsum
Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
IFS Onboarding Impact Financial Systems
IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
IFS Transitions Impact Financial Systems
As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
ZagTrader Crypto Order Management ZagTrader
The ZagTrader Crypto Order Management System (COMS) is your one-stop shop to handle all of your cryptocurrency trading needs, whether it was bac…
Intellect Wealth Qube Intellect Design Arena
Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
IFS Asset Management Impact Financial Systems
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
Axia Robo Advisor Profile Software
Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
IFS Account Maintenance Impact Financial Systems
IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
Brain DreamQuark
Brain is a software platform that automates all the data science tasks of building and training a predictive model based on neural network. Brai…
Envizage API LIFESCALE LIMITED (trading as "ENVIZAGE")
The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
Backstop Investor Relations Backstop Solutions Group
Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
Backstop Portal Backstop Solutions Group
Backstop Portal Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of inv…
Backstop CRM Backstop Solutions Group
Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…

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