Financial Planning Systems
Find financial planning systems vendors and solutions listed on our directory at Celent.com. Celent Digital Services helps firms research, compare, and evaluate the best financial planning software for discretionary asset managers, private bankers and family offices.
Front and Middle Office Wealth Management Systems
Use our vendor directory to find, research, analyze, compare, and evaluate the leading front and middle office wealth management systems. Check core features including asset allocation, portfolio modelling, mass affluent support and other risk and compliance features.
Investment Advisor Systems
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.
Investor Websites & Portals
Find investor websites and portal solutions listed in our vendor directory. Use the research platform to evaluate internet solutions used by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money. Also use our guide to analyse and compare the features and functions of these solutions available including reports and RFIs.
Personal Financial Management Systems
Use our directory to find personal financial management (PFM) tools available to financial institutions such as banks. PFM solutions allow bank customers to view all their financial accounts in one place, manage expenses, set a budget, save for personal goals, view investments, calculate net worth, and improve their overall financial wellness. Research the market through our online platform, discover vendors through our directory, and evaluate PFM tools with analysis and comparison of their functionality through our reports and RFIs.
Wealth Management Systems STP (Front to Back Office)
Wealth management systems and solutions listed in our vendor directory. Use our research platform to evaluate WMS software with analysis of functional capabilities covering discretionary wealth managers, family office, private banks and mass-affluent wealth management required to enable efficient and productive management of the investment process, STP. Research and analyze wealth management system STP market and compare features and functionalities available for wealth management institutions.