Front and Middle Office Wealth Management Systems

VendorMatch

Use our vendor directory to find, research, analyze, compare, and evaluate the leading front and middle office wealth management systems. Check core features including asset allocation, portfolio modelling, mass affluent support and other risk and compliance features.
  • The Finantix front- and middle office solution is a suite of modules (Finantix Components) that support most front-office processes between clie…
  • Financial institutions today face tough competition, workflow disconnects, and erroneous reporting. They require an efficient way to manage oper…
  • Prospero Wealth Management Software is a comprehensive wealth management tool that provides all of the functionality necessary to run a wealth m…
  • New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
  • Delivered as SaaS or for on-premise deployment, Avaloq offers a digital front-to-back platform that consists of a set of integrated end-to-end s…
  • WealthSuite is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-ba…
  • The Black Diamond® Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, ou…
  • A complete suite of products with all the tools you need to manage daily trade processing. BETA is the industry’s most comprehensive and reliabl…
  • Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Deployed over private secured clouds, th…
  • Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • Administration technology helping superannuation funds, pensions, investment platforms and managed funds improve efficiency and ensure regulator…
  • Every wealth manager must be able to deliver core services such as tax lot accounting, performance measurement and fee processing, but that does…
  • iDEAL Wealth and Funds is a powerful and scalable wealth management & Investment Management multi-currency solution designed to manage Clients i…
Search results
No results
Show results & filters
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.