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.

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User Suitability (Capital Markets & Investment Mgmt)

Select the type of user to whom the service or solutions is aimed. This is an important criteria is segmenting the market for solutions with the optimal fit.

Internationalisation

Financial Planning Core Features

Solutions that support financial planning including the exploration of accounts, portfolio holdings, asset allocation, data, investment profiling etc. Used by Financial advisers and relationship managers predominately.

Portfolio Management Core Features

Portfolio inventory or for trading solutions the trading position.

Risk Management Core Features

Deployment Options

How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.

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, clien…
Online Platform Dion Global Solutions
Dion provides effective and immediate access to investment portfolio information through a mobile-optimised client portal. Investors can view por…
IMiX Investment Software Limited
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 Thomson Reuters
Thomson Reuters Eikon® designed for relationship managers and wealth advisors within wealth management companies, provides real-time cross-asset…
Agilis Wealth Management Agile Financial Technologies
Presenting Agilis Wealth Management: Relationship Management & KYC – setting the essential foundation Financial Planning – understanding your…
Adaptive Portal Dunstan Thomas Group
Adaptive Portal is a component based client portal, that provides flexibility and agility so that information and insight can be delivered in an…
Banking Suite Avaloq Evolution AG
More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services with…
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 automates…
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 doesn…
Triple'A Plus Temenos
Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
IMSplus Profile Software
IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
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 emphsis…
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 investment…

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