Client Account Administration Systems

VendorMatch

Research and find private client account management systems and solutions listed in our vendor directory. Use the research platform to evaluate middle office client account management software for fund, wealth management, private banking and family offices. The directory also offers analysis and comparison of key capabilities to support subscriptions, redemptions, income payments, voting, elections and details. Determine which client account administration systems are in the market and create short lists of vendor systems for your future buying needs.
  • pControl’s Fund Distribution solution is intended for organisations who place fund orders on behalf of investors and institutional clients, proc…
  • The Solution for: Trading & Dealing Desk Operations Investment Managers Relationship Managers Administration & Compliance Taxation Clien…
  • Broadridge’s PROactive™ Cash Management solution provides real-time cash and liquidity management, enabling full control of intra-day position k…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
  • Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numb…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
  • Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • channelUNITED®platform provides an open standards, core-independent, omnichannel solution that spans both self-service and assisted channels to…
  • Most organizations have invested heavily in solutions to deliver great pre-purchase experiences but fall short when it comes to focusing on thei…
  • Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design allo…
  • The ZagTrader Asset and Portfolio Management System (AMS) is a one-stop shop that will simplify all your operations so you can focus on your cor…
  • Why choose i2go? Ultimate 360° Insurance Experience / Optimize business operations from a single system The i2go insurance software is a powerfu…
  • iMAL Islamic Banking & Investment platform is a powerful core banking platform specifically built from the ground up to support Sharia banking o…
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
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