Financial Planning Systems

VendorMatch

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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.
  • 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…
  • Research Management Black Mountain Systems
    Black Mountain's Research Management solution streamlines the collection and distribution of your firm’s research and integrates it with your inv…
  • Banking Suite Avaloq Evolution AG
    More demanding clients, onshore wealth management on the upswing: the Avaloq software solution allows comprehensive client advisory services with…
  • Agilis Wealth Management Agile Financial Technologies
    Presenting Agilis Wealth Management: Relationship Management & KYC – setting the essential foundation Financial Planning – understanding your…
  • 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…
  • 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…
  • Triple'A Plus Temenos
    Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbe…
  • 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…
  • 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…
  • Q-WEALTH Sofistar LLC
    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…
  • 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…
  • IMSplus PROFILE Software and Systems
    IMSplus is PROFILE Software’s complete Investment Management platform offering extended functionality coverage of the investment processes for th…
  • Wealth Aggregation Private Client Resources (PCR)
    Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North America…
  • Wealth Management Solutions FIS
    Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to the…
  • Axia Robo Advisor PROFILE Software and Systems
    Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the Ro…
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