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.

Now:Plan Focus Solutions Group Ltd
Model. Engage. Deliver. now:plan is an online, on-demand financial planning toolset designed to meet the needs of today's advisers. Easy to use,…
Now:Advise Focus Solutions Group Ltd
Fast. Powerful. Contemporary. Financial advice practice management software for modern advisers. now:advise lets you deliver an innovative, clie…
Majesco Life AdvicePlus Majesco
Majesco Life AdvicePlus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations…
Tegra118 Wealth Platform Tegra118
Support and scale all the services that advisors need. Tegra118's Wealth Platform combines a flexible, front-office solution helping advisors at…
Wealth management Genpact
Wealth managers are improving their operations through better administration, smarter risk management, and technology-enabled processes that gro…
BITA Risk Cor Financial
Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
Equisoft/Analyze for wholesalers Equisoft
Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
Equisoft/Plan Equisoft
Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their…
Equisoft/Analyze for advisors Equisoft
Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
Comarch Wealth Management Comarch
Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
Refinitiv Workspace for Wealth Advisors Refinitiv
Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
Global Wealth Platform SS&C Technologies
Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
Advice - Smart Digital Advisory Objectway
Enhanced advisory process combining digital and human interaction to deliver tailored or mass customized investment proposals in accordance with…
Focus:Wealth Focus Solutions Group Ltd
Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
Wealth Management Platform Dorsum
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…

Search results

No results

Show results & filters