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 VERMEG
Soliam is an integrated Front-to-Back Investment Management Solution supporting multiple accounting frameworks, multiple entities, multiple cust…
WDX ONE Client Lifecycle Management Wealth Dynamix
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 Dorsum
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functi…
Direct for Wealth Management Morningstar, Inc.
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 Trendrating
Trendrating provides the following delivery options to access our ratings and analytics on over 18,000 stocks, ETFs, ADRs, Indices, Sectors and…
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…
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…
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…
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…
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…
Jacobi Jacobi
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 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…
InvestEdge Investedge
InvestEdge's enhanced Compliance Middle Office Management (CMOM) solution allows wealth managers to increase efficiency and lower costs while st…
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…

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