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, clien…
  • Dion provides effective and immediate access to investment portfolio information through a mobile-optimised client portal. Investors can view por…
  • IMiX is a front to middle office web based Investment Management platform with a multi-asset, multi-currency and multi-company tier system. IMiX…
  • Thomson Reuters Eikon® designed for relationship managers and wealth advisors within wealth management companies, provides real-time cross-asset…
  • Presenting Agilis Wealth Management: Relationship Management & KYC – setting the essential foundation Financial Planning – understanding your…
  • Adaptive Portal is a component based client portal, that provides flexibility and agility so that information and insight can be delivered in an…
  • More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services with…
  • Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functio…
  • 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 automates…
  • 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 is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
  • We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsis…
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