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Financial Planning Systems

VendorMatch Directory

Find financial planning systems vendors and solutions listed on our directory at Celent.com. Celent Digital Services helps firms research, compare, and evaluate the best financial planning software for discretionary asset managers, private bankers and family offices.
  • Fast. Powerful. Contemporary. Financial advice practice management software for modern advisers. now:advise lets you deliver an innovative, clie…
  • Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
  • Majesco Life AdvicePlus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations…
  • Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • 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 A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
  • mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • Wealth Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in…
  • IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for t…
  • We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
  • My-Insurer CRM/CSM is coupled with the Wellnex mobile application to deliver through a fully digital environment all the features to insurance i…
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