Front and Middle Office Wealth Management Systems | VendorMatch Directory | Page 4

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 ?

ZagTrader Order Management Systems ZagTrader
ZagTrader Order Management System is a three-dimensional platform (Multi-Asset Class, Multi Market and Multi Currency), that supports Equities,…
BRITech Investment Management Platform BRITECH
BRITech's platform blends efficiency, simplicity and flexibility into an online suite that fully supports the needs of both front and back offic…
Babel Babel Systems Limited
Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design allo…
WealthMapper TietoEVRY
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
Presults Archiving and Compliance Presults
Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults se…
GRC Grath
Manage regulatory change in real-time Breeze through regulaotry texts with Grath's interative regulaotry rulebooks. Stay ahead of the curve with…
Backbase Digital Banking Platform BACKBASE
The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
Tower TechRules
Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
PFTPro Suite Prometeia
PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
ZagTrader Asset & Portfolio Management ZagTrader
The ZagTrader Asset and Portfolio Management System (AMS) is a one-stop shop that will simplify all your operations so you can focus on your cor…
Experlogix Document Generation and Automation Solution Experlogix
Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…

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