Client Account Administration Systems

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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. Includes analysis and comparison of key capabilities to support subscriptions, redemptions, income payments, voting, elections and details.
  • Symphony IRESS
    The Solution for: Trading & Dealing Desk Operations Investment Managers Relationship Managers Administration & Compliance Taxation Client…
  • pControl Fund Distribution Milestone Group
    pControl’s Fund Distribution solution is intended for organisations who place fund orders on behalf of investors and institutional clients, proce…
  • PROactive™ Cash Management Broadridge
    Broadridge’s PROactive™ Cash Management solution provides real-time cash and liquidity management, enabling full control of intra-day position ke…
  • Microgen G3 Microgen
    Fully scalable and integrated private banking, custody and investment management system The modular system is fully integrated with a core of com…
  • Global Wealth Platform SS&C
    Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that doesn…
  • Triple'A Plus Temenos
    Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
  • NTAS + IKAS Koger
     Client Access Issue Management System MyKOGER  Fund Administration System Win More Clients and Provide World Class Client Service Koger's Transf…
  • Wealth Management Solution Dion Global Solutions
    Dion's award winning Wealth Management solution offers tools for Investment Management, Client & Online Interaction, Asset & Revenue servicing an…
  • IMSplus Profile Software
    IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
  • Q-WEALTH Sofistar LLC
    Q-WEALTH is a complete solution for wealth managers wanting to automate and control processes in  an simple and cost efficient way. It has been c…
  • BONANZA Investment Wealth Management System Limited
    BONANZA Investment is a complete portfolio management system with consistent strong support for the front, middle and back office operations. Thi…
  • Wealth Management Solutions FIS
    Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to the…
  • channelUNITED Zenmonics
    channelUNITED®platform provides an open standards, core-independent, omnichannel solution that spans both self-service and assisted channels to m…
  • Babel Babel Systems Limited
    Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design allow…
  • Bricknode Financial Systems Bricknode Financial Systems
    Bricknode Financial System (BFS) is built around what we call "Bricknodes" which acts like modules that can be added by our licensees. BFS offers…
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