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Client Account Administration Systems

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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.
  • 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 does…
  • IMSplus Profile Software
    IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
  • Syn~Ops Custody GBST
    Automated and scalable settlement and asset servicing helping custodians deliver exceptional service to clients Custody operations simplified In…
  • channelUNITED Zenmonics
    channelUNITED®platform provides an open standards, core-independent, omnichannel solution that spans both self-service and assisted channels to…
  • Wealth Management Solutions FIS
    Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • Syn~Ops GBST
    Automated post-trade clearing, settlement and asset servicing to streamline global securities operations in a single system Centralised, real-ti…
  • Customer Communications Management Doxim
  • 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 allo…
  • JHC Figaro (Figaro) JHC
    JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • ZagTrader Asset & Portfolio Management ZagTrader
    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…
  • HedgeGuard Portfolio Management System (PMS) HEDGEGUARD
    HedgeGuard Portfolio Management System (PMS) is providing asset managers, hedge fund managers or family offices with all the analytics, views an…
  • i2go Insurance Core Software tigerlab LTD
    Why choose i2go? Ultimate 360° Insurance Experience / Optimize business operations from a single system The i2go insurance software is a powerfu…
  • CryptoLynx EMS/PMS HEDGEGUARD
    CryptoLynx provides crypto Portfolio Managers with a unique combination of Execution Management System and Portfolio Management System.
  • iMAL Islamic Banking & Investment Platform Path Solutions
    iMAL Islamic Banking & Investment platform is a powerful core banking platform specifically built from the ground up to support Sharia banking o…
  • AWD SS&C
    AWD® is an enterprise-scale Business Process Management (BPM) and Case Management platform providing integrated solutions for automation, workfo…
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