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…
  • 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 …
  • 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…
  • Soliam is an integrated Front-to-Back Investment Management Solution supporting multiple accounting frameworks, multiple entities, multiple cust…
  • Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…
  • We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
  • The WDX ONE client lifcycle management platform provides five key pillars of technology that are vital to support wealth and investment managers…
  • Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management p…
  • Designed for relationship managers and wealth advisors within wealth management companies, Eikon provides real-time cross-asset market data and…
  • Trendrating provides the following delivery options to access our ratings and analytics on over 18,000 stocks, ETFs, ADRs, Indices, Sectors and…
  • Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • Omnichannel and omni-device digital experience platform based on a lean portal with a widget framework to deliver an enjoyable user experience i…
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