Find investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key features and functions to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books, client meeting packs, etc.

Objectway Platform - Investment Advisory Objectway
A Client Centric Advisory Process Objectway Platform is the digital end-to-end solution for banks, wealth managers, asset managers and their inv…
Improving Investor’s Digital Experience Coforge
Technology-savvy millennial investors are increasingly expecting a digital experience at every touch point from investment managers. Investors w…
Factbook Pitchbooks Factbook
Factbook Pitchbooks™ is designed to be a powerful yet user-friendly tool and its interface will be familiar to anyone used to operating Microsof…
Prospero Suite IAM & Family Office Software Finartis
Professional yet personal Our Prospero Suite solution for family investment offices and Independent Asset Managers has been designed with the ai…
Digital CLM New Access
New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
Tercero Software Platform Third Financial Software
The Tercero Software Platform is a new generation of front, middle and back office wealth management software, fully integrated all driven from …
Catalyst GBST
Digital wealth management platform delivering flexible and customisable online experiences, processed straight through to the back office Engagi…
Blaze Portfolio Blaze Portfolio
Blaze Portfolio is a web-based portfolio modeling and trade order management solution for investment advisory, wealth management, trust, and mul…
BITA Risk Cor Financial
Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
Operational Due Diligence DiligencePATH Solutions LLC
We work with our clients by providing them with the informational data needed to make a well-rounded and verified investment decision. Our opera…
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…
Focus:Wealth Focus Solutions Group Ltd
Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…

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