Financial Planning Systems
Financial planning systems vendors and solutions listed on Celent.com. Celent Digital Services is a directory of the best financial planning software for discretionary asset managers, private bankers and family offices.
Front and Middle Office Wealth Management Systems
Use our guide to discover and compare 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
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 capabilities to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books and client meeting packs etc.
Investor Websites & Portals
Investor websites and portal solutions listed in our vendor directory. Research internet solutions for for use by financial institutions to deliver access to cash accounts, portfolio holdings, portfolio valuations, trade instructions and trading / executing trades, funding and moving money.
Personal Financial Management Systems
Personal Financial Management (PFM) tools allow bank customers to view all of 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.
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.