Investment Advisor Systems

VendorMatch

Find investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key features and functions to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books, client meeting packs, etc.
  • Technology-savvy millennial investors are increasingly expecting a digital experience at every touch point from investment managers. Investors w…
  • Factbook Pitchbooks™ is designed to be a powerful yet user-friendly tool and its interface will be familiar to anyone used to operating Microsof…
  • New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
  • The Black Diamond® Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, ou…
  • The Tercero Software Platform is a new generation of front, middle and back office wealth management software, fully integrated all driven from …
  • Digital wealth management platform delivering flexible and customisable online experiences, processed straight through to the back office Engagi…
  • Our modules can cover the lifecycle of a client portfolio from suitability assessment, through initial portfolio build and proposal to ongoing m…
  • We work with our clients by providing them with the informational data needed to make a well-rounded and verified investment decision. Our opera…
  • Blaze Portfolio is a web-based portfolio modeling and trade order management solution for investment advisory, wealth management, trust, broker-…
  • 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…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • Enhanced advisory process combining digital and human interaction to deliver tailored or mass customized investment proposals in accordance with…
  • Engage. Retain. Deliver. Transforming client engagement for wealth managers and private banks. Focus:wealth simplifies, streamlines and automate…
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