Investment Advisor Systems

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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.
  • 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…
  • InvestEdge Investedge
    InvestEdge's enhanced Compliance Middle Office Management (CMOM) solution allows wealth managers to increase efficiency and lower costs while st…
  • 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…
  • 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…
  • Jacobi Jacobi
    Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
  • Advent Portfolio Exchange (APX) SS&C Advent
    Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfo…
  • 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…
  • My Wealth Dorsum
    My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to thei…
  • Axioma Portfolio Axioma
    Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance w…
  • 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 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…
  • 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.…
  • WealthMapper Tieto
    WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
  • Unqork Unqork
  • Backbase Digital Banking Platform BACKBASE
    The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
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