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 …
  • Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
  • 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-…
  • 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…
  • Soliam is an integrated Front-to-Back Investment Management Solution supporting multiple accounting frameworks, multiple entities, multiple cust…
  • The WDX ONE client lifcycle management platform provides five key pillars of technology that are vital to support wealth and investment managers…
  • Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…
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