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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.
  • 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…
  • 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…
  • CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your We…
  • My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to thei…
  • Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfo…
  • IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
  • Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • InvestEdge's enhanced Compliance Middle Office Management (CMOM) solution allows wealth managers to increase efficiency and lower costs while st…
  • Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance w…
  • Address new market segments, offer automated services while increasing productivity and profitability Being at the forefront of technology the R…
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