Financial Planning Systems | VendorMatch

Target Market / User Suitability in Capital Markets

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.

Asset Class Coverage

Filter products and services according to their ability to support specified asset classes.

Internationalisation

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.

Operating Systems

Risk Management Core Features

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.

Proportion of staff able to work from home in a crisis

What proportion of staff could easily move to work from home should the offices and client sites be closed?

Total Company Funding

Company Funding Stage

Use this filter to identify emerging technology companies ?

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, clie…
Equisoft/Plan Equisoft
Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their…
Equisoft/Analyze for advisors Equisoft
Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
Majesco Life AdvicePlus Majesco
Majesco Life AdvicePlus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations…
BITA Risk Cor Financial
Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
Equisoft/Analyze for wholesalers Equisoft
Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
Comarch Wealth Management Comarch
Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
Refinitiv Workspace for Wealth Advisors Refinitiv
Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
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 does…
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 automate…
Wealth Management Platform Dorsum
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…
IMSplus Profile Software
IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
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 emphsi…

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