Financial Planning Systems

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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.
  • 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…
  • Wealth in One ObjectWay Financial Software
    Fully hosted front-to back-office wealth management solution ONE Business Model: that covers your business needs in ONE coherent and consistent s…
  • Banking Suite Avaloq Evolution AG
    More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services 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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