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.

Wellnex My-Insurer Pte Ltd
My-Insurer CRM/CSM is coupled with the Wellnex mobile application to deliver through a fully digital environment all the features to insurance i…
Wealth Management Solutions FIS
Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
JHC Figaro (Figaro) JHC
JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
Axia Profile Software
Axia is Profile Software's award-winning, web-based, omni-channel, MiFID II enabled Investment Management software. Axia enhances business agili…
Wealth Portal Dorsum
Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
IFS Onboarding Impact Financial Systems
IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
IFS Transitions Impact Financial Systems
As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
Intellect Wealth Qube Intellect Design Arena
Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
IFS Asset Management Impact Financial Systems
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
Axia Robo Advisor Profile Software
Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
IFS Account Maintenance Impact Financial Systems
IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
Envizage API LIFESCALE LIMITED (trading as "ENVIZAGE")
The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
WealthMapper TietoEVRY
WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
Presults Archiving and Compliance Presults
Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults se…
Tower TechRules
Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…

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