CapitalPrivate

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your Wealth Management division.

Next generation wealth management platform CapitalPrivate empowers you to stay focused on the business at hand - building wealth and trust for your clients.

Key Features

  • Client On-Boarding and Relationship Management (CRM)
  • Mult-asset portfolio management and advanced analytics
  • MIFID 2 and limit management
  • Collaborative dashboards and workflows
  • Compliance, Regulatory & Risk
  • Family Office

Media

Brochures