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Investment Advisor Systems

VendorMatch Directory

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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.
  • 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.…
  • 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…
  • Croesus Advisor Croesus
    To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
  • 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…
  • 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…
  • 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…
  • 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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