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.
  • Adaptive Portal is a component based client portal, that provides flexibility and agility so that information and insight can be delivered in an…
  • Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your inv…
  • More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services with…
  • Presenting Agilis Wealth Management: Relationship Management & KYC – setting the essential foundation Financial Planning – understanding your…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that doesn…
  • Fully hosted front-to back-office wealth management solution ONE Business Model: that covers your business needs in ONE coherent and consistent s…
  • Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
  • IMiX is a front to middle office web based Investment Management platform with a multi-asset, multi-currency and multi-company tier system. IMiX…
  • Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investment…
  • Q-WEALTH is a complete solution for wealth managers wanting to automate and control processes in  an simple and cost efficient way. It has been c…
  • Dion provides effective and immediate access to investment portfolio information through a mobile-optimised client portal. Investors can view por…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
  • Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America…
  • Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to the…
  • Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the Ro…
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