Financial Planning Systems

VendorMatch

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.
  • 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,…
  • Fast. Powerful. Contemporary. Financial advice practice management software for modern advisers. now:advise lets you deliver an innovative, clie…
  • Majesco Life AdvicePlus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations…
  • Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
  • 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 is designed for relationship managers and wealth advisors within wealth management companies. This next-…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
  • Enhanced advisory process combining digital and human interaction to deliver tailored or mass customized investment proposals in accordance with…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
  • We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
  • Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investmen…
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