Financial Planning Systems

VendorMatch

Financial planning systems vendors and solutions listed on Celent.com. Celent Digital Services is a directory of 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…
  • 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…
  • Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investment…
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