Alternatives to Addepar

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Allvue Systems stands out as a prominent supplier of investment management tools tailored for fund managers, investors, and administrators operating within the alternative investments sector. Our cutting-edge and adaptable software solutions break down the silos that often exist between various systems, data, and personnel, enhancing decision-making capabilities and simplifying workflows to effectively address the demands of investors in private debt, private equity, and other alternative asset categories. By utilizing our technology, clients can achieve a more integrated approach to managing their investments.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Asora, a SaaS-based solution, allows single-family offices and multi-family offices track and manage assets. It automates data capture and provides digital on-demand reports on the web and mobile. Asora offers a secure, central location for all family data. The data is protected by robust security protocols and encryption that is always on. Automated data feeds, digital on-demand reports, and a single source for truth replace manual data handling and report creation.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.

WealthArc employs a robust API engine that streamlines the automation, consolidation, and unification of your wealth data, significantly minimizing the time required for reporting, compliance, and various administrative responsibilities. As an award-winning and intuitive platform, WealthArc equips wealth managers to meet client demands with unprecedented speed and high-quality data. In today’s landscape, modern asset managers recognize the increasing expectations of clients regarding security, accessibility, and digital solutions. Our cutting-edge platform aids asset managers in their daily operations by providing dependable portfolio management, governance, KYC, CRM, and reporting modules, among other features. Furthermore, WealthArc’s sophisticated capabilities allow Single and Multi Family Offices to allocate more time to nurturing trust-based relationships with clients, ultimately enhancing client satisfaction and loyalty. By optimizing these essential tasks, WealthArc empowers professionals to focus on delivering personalized service and building stronger connections.

Navigating the intricate and demanding landscape of wealth management involves various facets, from managing client relationships to ensuring compliance and conducting thorough reporting and rebalancing. The Black Diamond® Wealth Platform empowers you to focus on guiding your clients throughout their entire wealth journey. With its user-friendly dashboards, extensive features, intelligent integrations, and outstanding service, it simplifies the process of delivering an advanced and contemporary client experience. You can offer a customizable portfolio dashboard that grants your clients a personalized, on-demand view of their performance, anticipated income, asset allocations, activity summaries, and much more. Additionally, the two-way secure document vault facilitates a smooth experience for sending, storing, and auditing important files like custodial statements. Furthermore, the platform includes outside account aggregation, allowing you to examine net worth details and generate comprehensive balance sheet reports, enhancing overall financial visibility and planning. By leveraging these tools, wealth managers can significantly enhance their service offerings and client satisfaction.

In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.

Oversee investment portfolios through multiple custodians, ensuring that data is easily accessible and aligned with client goals and regulatory standards. Assetmax stands out as the premier Swiss software choice for independent asset managers, family offices, and financial institutions, offering an all-in-one solution for multi-custody portfolio management, client relationship management, invoicing, and comprehensive reporting. Wealth managers and banks rely on Assetmax for its reputable and trusted capabilities. This software solution is not only comprehensive and sophisticated but also seamlessly integrates various functions for optimal efficiency. Available as a web-based application, it offers flexibility with options for on-premise installation or cloud deployment. Assetmax is designed to adapt to the evolving needs of the financial industry.

Aleta serves as an advanced wealth management solution tailored for family offices, financial advisors, and wealth managers, seamlessly aggregating data from a variety of custodians, asset categories—including private equity and real estate—and currencies into a user-friendly dashboard. By integrating AI-driven analytics, interactive visualizations, and detailed transaction insights, it is bolstered by over 100 banking integrations and more than 15 years of expertise in reporting. The platform streamlines the processing of private-equity statements, facilitating the straightforward inclusion of alternative assets in investment portfolios. Additionally, it incorporates ESG and impact metrics alongside traditional financial returns to promote sustainable wealth management strategies. Aleta has garnered recognition through industry awards for its reporting excellence and features a modern cloud-native architecture, a mobile application for convenient access, customizable white-label options, and is built on a Microsoft-based infrastructure. With robust security measures including SOC 2 certification, multi-factor authentication, and encryption, Aleta ensures the safety and integrity of client data while remaining a leading choice in the wealth management sector. Its commitment to innovation and user experience positions Aleta as a frontrunner in enhancing the way wealth is managed for future generations.

Wize is a comprehensive wealth and asset management solution developed in Switzerland, designed specifically for external asset managers, family offices, fund managers, securities firms, pension funds, and private banking institutions. This innovative platform unifies several functions such as portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM into a single cloud-native system, accommodating both deposited and non-deposited assets. With more than 250 global banking connections and access to market data providers, Wize offers daily automated reconciliation of transactions and positions, ensuring high data quality and reliability. The platform boasts a strong security infrastructure that includes multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit logging, end-to-end encryption, and compliance with ISAE 3402 and DORA standards. Users are given the flexibility to deploy Wize through private cloud options in Switzerland or Singapore, or opt for on-premises solutions, catering to diverse operational needs. In a rapidly evolving financial landscape, Wize stands out by providing a holistic approach to wealth management, enabling institutions to streamline their processes and enhance client service.

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

1fs Wealth is a sophisticated wealth intelligence platform powered by AI and built on the cloud, designed for high-net-worth individuals and family offices to streamline the management of their diverse assets, from public and private investments to real estate and digital collectibles, all in one cohesive interface. It ensures robust security with features like multi-factor authentication, detailed role-based access controls, and state-of-the-art encryption. Users benefit from real-time market valuations, access to market feeds, unique risk analysis tools, and metrics for assessing asset concentration and geolocation. The platform also facilitates thorough succession planning, providing next-generation beneficiaries with the necessary asset allocation, documentation, and ownership guidance. Enhanced collaboration tools enable family members, advisors, and external experts to work together effectively, leveraging in-depth analytics, peer comparisons, and insights related to carbon and ESG factors. Additionally, it offers seamless integrations such as API connectivity, account aggregation through Plaid, and hedge-fund benchmarking using Albourne indices, making it a comprehensive solution for sophisticated wealth management. This multifaceted approach not only simplifies asset oversight but also empowers users to make informed decisions in an ever-changing financial landscape.

Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.

Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.

Sesame, created by Landytech, serves as a comprehensive investment management platform tailored for asset owners, managers, and advisors, offering them a suite of tools for effective data consolidation, analysis, and reporting. This platform allows users to gather data seamlessly from various custodians and asset classes, including intricate financial instruments, thus providing a cohesive overview of their investment portfolios. With its institutional-grade analytics, Sesame empowers users to evaluate performance, risk, and exposure, which supports more informed decision-making in investments. The platform's report builder features a user-friendly drag-and-drop interface that aids in producing visually appealing and customizable reports, which can be automated and scheduled for efficiency. Furthermore, Sesame incorporates monitoring features that allow users to set up personalized alerts for compliance violations and other significant occurrences, thereby reinforcing proactive risk management strategies. To enhance collaboration, the platform offers tools like task management and centralized document storage, which streamline operational workflows and boost overall productivity. By integrating these features, Sesame not only simplifies the investment management process but also helps users stay ahead in the ever-evolving financial landscape.

Why opt for proprietary systems when Microsoft's latest ERP release features top-tier financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform, providing a significant edge, especially in delivering specialized treasury management applications. Users can seamlessly generate customized dashboards and reports for any financial or investment data, with the ability to delve into specific transactions as needed. This system enables the aggregation of both financial and non-financial assets across diverse portfolios and asset categories. Additionally, it facilitates financial consolidation for groups across various levels. Over the past 15 years, we have introduced an extensive suite of modules that encompass a wide array of investment types, including paper investments, money markets, derivatives, structured products, and even private equity and alternative investments such as Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, and Swaps. Our commitment to innovation and excellence ensures that our clients are equipped with cutting-edge tools to manage their financial operations effectively.

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

Canopy serves as a robust financial data aggregation and analytics platform that brings together portfolio data from a myriad of sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, spanning various asset classes such as equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, across all currencies and geographical locations. The platform efficiently cleans, standardizes, and consolidates this data into individual PostgreSQL databases for each client, facilitating direct query access through an Excel add-in or enabling comprehensive integration with other systems via read/write database access. Transactions are seamlessly processed to provide insights into asset allocation, performance, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and a variety of other financial metrics. Users benefit from the ability to define an unlimited number of “strategies,” which are custom groupings of transactions based on criteria such as asset class, sector, account, or security, and can execute infinitely configurable calculations through either the web interface or the Excel add-in. Additionally, this flexibility allows users to tailor their analytical approach to meet specific investment goals and strategies.

Greenlock operates as an autonomous wealth management platform that utilizes a Swiss-based, zero-knowledge framework, providing full transparency and capital efficiency for both single- and multi-family offices. The platform offers extensive services including comprehensive fee benchmarking and reduction, performance audits, optimization of private equity and venture capital portfolios, real estate oversight, executive reporting, and core capital risk monitoring. By leveraging advanced analytics and net-of-fee assessments, it reveals hidden expenses such as those from banks, private equity, and hedge funds, enabling wealth owners to make informed, fee-conscious choices. Family offices benefit from the ability to create customized, automated reports featuring modules that can be tailored to address risk, returns, fees, benchmarks, and non-bank assets. Greenlock seamlessly integrates with current systems and operates without selling financial products or managing client assets, thereby maintaining incentives that are fully aligned with the owners' interests. Managing more than $2 billion in assets, the platform has successfully achieved significant fee reductions for its clientele, reinforcing its value as a partner in wealth management. This capacity allows it to continually adapt and respond to the evolving needs of family offices in today's financial landscape.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

We empower our clients to deliver integrated and embedded wealth solutions, creating products that resonate with their customers. This encompasses saving, investing, trading, and managing wealth seamlessly. Customers today demand digital financial offerings that are not only easy to access but also aesthetically pleasing and capable of maximizing their funds; if they can't find these features with you, they will likely seek alternatives. By keeping customers within your ecosystem, you can enhance relationships and boost revenue through investment propositions tailored to their needs, thereby fostering both your business's growth and adaptability. This represents the essence of cutting-edge digital investment solutions. Utilizing advanced technology means you can launch in a matter of months rather than years. The complete automation of the investment lifecycle helps maintain low costs. With API layers, businesses can integrate with any current or future in-house solutions, third-party applications, or data sources. Additionally, the platform's modular structure offers a versatile foundation for creating products that cater to a diverse range of customer needs, ensuring that you can meet the evolving demands of the market. This adaptability is crucial for staying competitive in an ever-changing financial landscape.

Swimbird has created an innovative cloud-native SaaS platform known as SWIP, which consolidates and integrates portfolio data from various sources to enhance portfolio management, analysis, and reporting. This platform offers real-time aggregation and visualization capabilities for a wide range of financial instruments, including both assets and liabilities, as well as listed and OTC options, private equity, alternatives, commercial real estate, and private assets. SWIP is built on top-tier technology and can be customized to meet the specific needs of different businesses, allowing it to either integrate smoothly into existing IT systems or function independently. With its comprehensive, interactive dashboard, SWIP equips banks, asset managers, family offices, investment firms, and private equity or venture capital companies with tools for flexible reporting, performance and risk analysis, and asset allocation across diverse categories. Additionally, it ensures robust data management through features like record-keeping and complete audit trails, thereby enhancing transparency and accountability in financial operations.

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

PriceMetrix offers data-driven insights specifically tailored for wealth management advisors and executives. By leveraging the largest retail wealth-management dataset globally, we empower firms in the wealth management sector to enhance their operations across numerous dimensions. Our platform merges industry data with sophisticated business intelligence, creating a seamless experience for users. Collaborating with financial advisors and wealth management firms, we focus on boosting productivity, enriching client experiences, and facilitating better decision-making, all while uncovering avenues for growth. Additionally, we provide immediate access to industry best practices, equipping clients with vital information that aids in the establishment of a robust and flourishing wealth management practice. Ultimately, our goal is to transform the way wealth management firms operate, ensuring they stay ahead in a competitive landscape.

Copia Wealth Studios offers a mobile-centric wealth management platform that amalgamates AI-driven document processing, portfolio consolidation, tailored planning, and operational automation, catering to sophisticated investors, family offices, multi-family offices, institutions, and registered investment advisors. By integrating data from various portals, accounts, and documents, it provides users with a real-time and thorough overview, empowering them to safeguard their wealth, enhance portfolio performance, affirm decision-making, visualize complex entity and trust frameworks, anticipate capital demands, and simplify their workflows. The Copia suite features advanced document processing capabilities that efficiently extract information from K-1 forms, capital call notifications, and distribution statements, along with tools for entity mapping, performance benchmarking of managers, automated reporting for monthly and ad-hoc needs, natural language querying of documents, and robust security measures including biometric two-factor authentication and encryption. This comprehensive approach not only streamlines wealth management processes but also ensures a high level of security and efficiency for its users.

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

Etops enhances the digital transformation of the financial sector by offering comprehensive solutions tailored to private banks, asset and wealth management firms, family offices, and pension funds. Our offerings encompass the full value chain, addressing various needs from lead generation and customer relationship management to onboarding, portfolio oversight, compliance, and detailed reporting, ensuring that every aspect of financial operations is seamlessly integrated and optimized for success.

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

inStream streamlines your planning approach, enabling you to clearly depict a client's trajectory and the steps to reach their destination. This platform equips you with the assurance, transparency, and ease that your clients desire. Enhanced financial planning translates to improved wealth management and stronger client connections. With inStream's resources, you can expand your practice and effectively offer timely, relevant, and consistent guidance to every client. Cultivate client loyalty effortlessly, even during your morning coffee, by beginning your day with a comprehensive review of your clients’ financial planning milestones and promptly addressing their requirements. By continuously monitoring your clients’ planning needs, you can foster trust through proactive strategies. Furthermore, we transcend traditional goals-based planning by integrating academically sound logic and cash flow analysis to confidently evaluate the likelihood of your clients achieving their ambitions, ensuring that their financial future is secure and well-planned. This approach not only enhances your service delivery but also reinforces your position as a trusted advisor in their financial journey.

Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.

Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.

We deliver data designed to enhance your workflow, analytics that enable superior performance, and insights that offer valuable perspective. FactSet supports more than 6,000 firms in the financial services sector as they tackle key issues like reducing technology expenses, constructing seamless workflows, managing risks, and establishing effective data governance across their organizations. With over 160,000 investment professionals relying on our extensive data feeds, desktop analytics, web and mobile solutions, and personalized client support, we revolutionize how they identify, evaluate, and seize opportunities in the market. This commitment to excellence ensures that our clients are always equipped to navigate the complexities of their industries.