Financial Planning Systems

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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…
  • 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…
  • 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…
  • IMSplus Profile Software
    IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
  • Direct for Wealth Management Morningstar, Inc.
    We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
  • Insight EValue
    Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investmen…
  • 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…
  • Eikon – Wealth Management Refinitiv
    Designed for relationship managers and wealth advisors within wealth management companies, Eikon provides real-time cross-asset market data and…
  • Axia Profile Software
    Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agili…
  • 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…
  • Conectus - Digital Wealth Platform Objectway
    Omnichannel and omni-device digital experience platform based on a lean portal with a widget framework to deliver an enjoyable user experience i…
  • Wealth Aggregation Private Client Resources (PCR)
    Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North Americ…
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