Alternatives to InvestCloud

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.

Create an endless number of professional reports independently with our rule-based automation system that facilitates the publication and distribution of reports while ensuring they are archived for compliance purposes. Are you overwhelmed by last-minute report modifications or spending months preparing a new performance report? The process of generating and modifying reports can be incredibly frustrating, often dragging on for days and relying on complex, expensive report-writing tools. If you find yourself stressed by managing vast amounts of sensitive data or facing issues with data inconsistency, you're not alone. While distributing reports may seem straightforward, confirming that the data is accurately set up requires significant time and effort. During audits, all other tasks come to a standstill, and the pressure of SEC/FINRA audits can be immense. Additionally, crucial documents intended for clients can easily become lost in emails or files when audits arise. In wealth management, especially for financial advisors, enhancing client experience and communication ranks just below the quality of advice, making effective reporting essential. Our comprehensive wealth management reporting software, "Reportwa," is designed specifically for advisors, streamlining the reporting process and improving overall efficiency. With Reportwa, you can finally reclaim your time and focus on what truly matters: providing exceptional service to your clients.

A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.

eXeer is a versatile investment data management solution based on a modular SaaS framework. It empowers investment managers to consolidate, evaluate, and present their investment data, while seamlessly integrating additional data feeds and third-party technologies into their operational framework as required. By supporting the integration of your current technology infrastructure and accommodating new innovations, eXeer helps you develop a customized operating platform that aligns with your specific requirements. You can streamline your data gathering from custodians, alternative investment managers, platforms, and market data providers, which is a fundamental aspect of eXeer and serves as the analytical hub of your investment platform. Our system delivers a 'single source of truth' for your data, with the core analytics engine at the heart of eXeer. Additionally, our comprehensive suite of client engagement tools enhances your in-person interactions through intuitive, flexible, and adaptable communication channels, ensuring that you can effectively meet your clients' needs. By offering these capabilities, eXeer not only optimizes data management but also strengthens client relationships through enhanced engagement strategies.

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.

We are convinced that collaboration between established financial institutions and fintech companies leads to advantages for both parties. Their respective strengths and goals complement each other, creating valuable opportunities for partnership. By offering a diverse array of digital investment products, companies can not only cross-sell to their current clientele but also tap into new markets. Nonetheless, crafting unique proprietary investment solutions can be a lengthy and costly endeavor, particularly amid increasing fee pressures and complex regulatory demands. This challenge has hindered brokers from effectively developing and introducing innovative offerings that could foster growth. While many wealth managers take pride in their established investment strategies and knowledge, they face significant pressure on costs and profit margins, compelling the entire industry to undergo a systematic transformation and modernization of existing business models to sustain profitability in a rapidly evolving landscape. Furthermore, adapting to these changes is essential for long-term success and competitiveness in the financial sector.

Quantfolio serves as a flexible, API-based digital investment advisory platform and robo-advisory engine tailored for banks, wealth managers, and fintech companies. This system consolidates and enhances various processes, including client onboarding, suitability evaluations, risk assessments, automated proposal generation, compliant documentation, and investment execution. The core Investment Engine empowers firms to incorporate their unique philosophies through customizable workflows, while the robo-solution facilitates scalable, self-service advisory options aimed at retail and mass-affluent clients. Its order-execution module guarantees a smooth transition from strategic planning to trade implementation, with built-in compliance measures designed to mitigate regulatory risks. Additionally, the platform incorporates ESG factors, white-label branding, and sustainability preferences throughout its operations, allowing institutions to provide personalized, efficient, and compliant investment recommendations on a large scale. Ultimately, Quantfolio positions itself as a crucial tool for financial institutions aiming to innovate and enhance their investment advisory services.

As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.

Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.

Enhance your automation processes and improve advisor efficiency with our all-in-one digital wealth management platform. Create a more cohesive and connected experience in digital wealth management. Identify your primary challenge, and we will lead you to the most suitable solution. Our goal is to provide a seamless and integrated digital wealth management experience for your advisors. We offer comprehensive software that effectively manages the digital wealth landscape. Address the wealth requirements of advisors and clients across various sectors, including investments, banking, and insurance, on a robust platform that aligns with your existing technology ecosystem. Inconsistent and disconnected data can hinder decision-making and outcomes. We employ a unique methodology to streamline and unify your data effectively. Our user-friendly applications accelerate market readiness and facilitate smarter, quicker decision-making. By merging our extensive wealth management knowledge with enterprise software expertise, we deliver tailored, innovative solutions designed to meet your business needs. Our commitment is to ensure that you remain at the forefront of wealth management technology.

Costars offers a comprehensive investment administration platform tailored for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This multi-asset solution enhances client servicing and boosts sales channel engagement while facilitating the introduction of new products, such as fully automated ISA management. Furthermore, Costars includes essential management features to address the tax and regulatory needs of investors. It effectively organizes various instrument types into portfolios, which can be either wrapped or unwrapped, and makes them accessible through different distribution channels. The platform is capable of managing millions of portfolios and positions seamlessly, ensuring high throughput without facing scalability challenges. With both automated and manual trade entries, it provides current and historical portfolio valuations, automated checks for customer credit and ID verification, and maintains a thorough data and documentation audit trail. Additionally, Costars delivers comprehensive reporting and compliance functions, as well as deal validation, authorization, and pricing, ensuring that all aspects of investment administration are efficiently managed. This all-in-one solution empowers users to streamline their processes and improve overall operational effectiveness.

SpeciVIM is an all-encompassing KYC solution tailored for private banking institutions. Its primary goal is to address all operational requirements while delivering comprehensive functionalities that enable a holistic view of each client by consolidating all relevant data and interactions within a single software platform. You can create, manage, monitor, and support your clients throughout every phase of their journey, from onboarding—whether traditional or digital—to the automatic exchange of vital information. Comprising ten distinct modules, SpeciVIM offers both modularity and adaptability, allowing you to customize the solution to better fit your specific needs. This software is applicable across various departments within your bank, including central files, compliance, customer service, and relationship management. Additionally, the digital onboarding application is designed to streamline the onboarding process, allowing wealth managers to devote more time to activities that add value. With a wide array of flexible features, including a Decision Tree functionality, it ensures a personalized experience for clients based on their individual profiles and requirements. Ultimately, SpeciVIM not only enhances operational efficiency but also fosters stronger client relationships through its tailored approach.

Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.

Boost the expansion of your wealth management enterprise with a versatile and all-encompassing platform. The WealthMapper platform empowers you to harness a robust array of partners within our ecosystem, facilitating the introduction of innovative retail wealth management services. This modular digital toolkit employs cutting-edge advancements in technology and distribution, enhancing both innovation and speed to market. WealthMapper enables you to offer seamless services that provide a holistic view of clients’ financial assets, current accessibility, and recommended actions to take. We provide comprehensive wealth management solutions, ranging from adaptable customer-facing services to efficient and leading-edge back-office operations. For financial service providers, WealthMapper propels your growth objectives through pre-integrated, top-tier solutions and services. For consumers, it serves as an essential tool to enhance visibility, accessibility, and actionable insights regarding their financial status, making informed financial decisions more attainable. Overall, WealthMapper stands as a transformative resource in the wealth management landscape.

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.

We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.

Point offers a cloud-native, data-centric Investment Data Intelligence (IDI) platform tailored for wealth and asset management professionals, such as family offices, external asset managers, private banks, and advisory firms. This platform effectively aggregates and harmonizes intricate investment data, including custodial information, various platforms, AIFMs, direct investments, real estate, foreign exchange, and collectibles, all within multi-asset, multi-custody, and multi-currency frameworks, thereby providing an independent Investment Book of Record (IBOR) that is refreshed on a daily basis. The system manages and secures the ingestion of data, utilizes cutting-edge analytics and AI-based insights, and presents comprehensive visualizations of portfolio performance, risks, and opportunities through customizable dashboards. Its open APIs and modular architecture allow for seamless integration with front-office CRM systems, client portals, reporting tools, and back-office applications, ensuring that data remains clean, reconciled, and readily shareable across various workflows. As a result, users benefit from enhanced decision-making capabilities and improved operational efficiency in managing their investment portfolios.

In today's intricate and fiercely competitive investment environment, staying ahead of the curve is essential. Leveraging the right technology can significantly increase your chances of success. Introducing Advent Portfolio Exchange (APX), recognized as the first all-in-one solution for both client relationship management and portfolio management. As a key component of the robust Advent Investment Suite, APX integrates all aspects of your organization—front, middle, and back offices—into a cohesive platform. It offers tailored deployment options, whether installed locally or delivered via the cloud, with or without additional outsourcing services. With comprehensive support for composite management to ensure GIPS compliance, APX allows for the management of nearly every asset class on a unified technology platform. It adeptly manages standard investment vehicles such as equities, fixed income, mutual funds, foreign exchange, and derivatives, alongside alternative assets like private equity. This integration minimizes the need for manual processes, enhances accuracy, and provides a timely and thorough overview of portfolios, strategies, positions, and cash flow. Ultimately, APX empowers you to navigate the complexities of investment management with greater ease and efficiency.

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

SS&C’s Global Wealth Platform (GWP) serves as a robust, cloud-driven solution designed to facilitate the complete management of your investment activities within one unified platform that utilizes a single database provided by one vendor. This innovative platform connects your front, middle, and back offices while ensuring that data remains consistent throughout every stage of the investment journey. By utilizing GWP, you can eliminate the complications associated with merging various components from multiple suppliers for different processes. Its adaptable and modular design allows for extensive customization to meet specific workflow demands. Additionally, being a cloud-native solution, GWP significantly reduces operational costs, decreases maintenance needs, and streamlines the upgrade process, thereby enhancing overall efficiency. The integration capabilities of GWP also foster improved collaboration across teams, ultimately driving better investment outcomes.

Fundment has been developed to revolutionize your investment strategies and retirement planning, empowering you to assist clients in reaching their financial goals. With robust portfolio management features and access to a vast marketplace of Model Portfolio Services (MPS), we cater to various portfolio management styles. Our cutting-edge technology offers seamless account openings, automated drawdown processes, and efficient straight-through processing, enabling you to operate with greater efficiency and productivity. We pride ourselves on our ability to foresee the requirements of advisers, actively listening to your feedback and adapting accordingly. Experience swifter migrations through bulk uploads of client data and the ease of digital document processing. Additionally, our platform integrates smoothly with your chosen back-office and cash flow modeling services. The flexible and responsive technology we provide is tailored to your specific needs, rather than being constrained by the demands of providers relying on identical third-party solutions. Our commitment to enhancing the user experience ensures that you can manage migrations and document processing effortlessly, making your workflow even more streamlined.

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

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.

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.

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.

Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.

PureFacts stands out as the leader in understanding financial services data, having supported clients in boosting revenue, controlling costs, and minimizing risks for more than two decades. By optimizing processes and customizing the client journey, we enable businesses to generate additional revenue streams. Our data insights empower you to concentrate your efforts on creating greater value. As a leader in the AI Fintech and Wealthtech sectors, we offer innovative solutions that make onboarding, goals-based investing, and decumulating exceptionally efficient and straightforward. Our technology is designed to enhance processes, refine the client experience, and maximize revenue capture. You can adopt revenue programs that recognize the full value you provide while operating with reduced overhead through automated, precise, and consistent workflows. Our platform is hosted, highly integrated, adaptable, scalable, and dependable, seamlessly blending with your current tech ecosystem to ensure effortless data flow both upstream and downstream. With PureFacts, you can transform your approach to financial services data and elevate your business success to new heights.

Construct your complete front-to-back office by selecting from over 70 specialized modules tailored to meet the diverse needs of various client segments. Essential functions such as accounts, payments, legal, and risk management are performed efficiently, reliably, and in compliance with regulations. Accelerate the growth of your operations using our integrated data model, which ensures uniformity across your organization, and launch core banking solutions in as little as six months with our streamlined configurations. Empower your clients to manage their own cryptocurrency trades or equip your investment office with all necessary tools to incorporate digital assets into traditional client portfolios. Revolutionize your banking capabilities with a core platform that not only conserves time and resources but also minimizes risk. Additionally, provide opportunities for both clients and advisors to engage in cryptocurrency trading, creating a comprehensive financial ecosystem. This innovative approach positions you to adapt to the evolving landscape of digital finance effectively.

AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.

CapIntel is an innovative, cloud-based platform designed for generating proposals and comparing investments, specifically aimed at enterprise wealth managers, financial advisors, and asset management teams. Its user-friendly drag-and-drop proposal builder allows users to create branded, interactive digital proposals that include customizable elements such as text, visuals, charts, and real-time performance comparisons. Financial advisors have the capability to import client holdings and measure them against either proprietary or custom models, while also being able to replicate and modify portfolios instantly, presenting their analyses in real-time, whether online or face-to-face. The platform is equipped with built-in compliance measures, automated tracking, and analytics to provide standardized workflows and enhance transparency. Additionally, it accommodates limitless product comparisons, offers comprehensive portfolio management tools for creating, saving, cloning, and managing models and contacts, and facilitates smooth integration of compliance and marketing resources for enhanced operational efficiency. This robust tool empowers advisors to deliver tailored, insightful presentations that align with their clients' specific financial needs.

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.

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.

At Total Bank Solutions, we leverage extensive industry expertise, cutting-edge business methodologies, and proprietary technology to deliver adaptable wealth management services. Our Insured Deposit Program offers cash investors the advantage of enhanced FDIC insurance, while simultaneously providing participating banks with a reliable, diverse, and cost-efficient source of deposit funding. This program also facilitates the placement of reciprocal deposits within a cohesive deposit sweep solution. With assets exceeding $80 billion under administration (AUA), TBS stands out as a prominent provider of insured deposit programs in the financial sector. Additionally, the TBS Loan Management System serves as a comprehensive platform for securities-based lending, bridging the gap between banks with surplus lending capacity and intermediaries, along with their clients. This innovative approach enables advisors and financial institutions to present clients with competitively priced securities-based lines of credit, offering more favorable rates and tax benefits compared to traditional home equity loans, ultimately enhancing customer satisfaction and financial flexibility.

Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.

Our flexible architecture and cohesive API furnish all the essential components needed to create, evaluate, and launch your digital wealth solutions swiftly. We deliver scalability and reliability for businesses of any scale, with connections that unlock fresh distribution opportunities. By minimizing service expenses, managing changes, and reducing maintenance costs, we enable you to allocate more resources towards attracting clients. Additionally, we assist in addressing the changing demands of a diverse client base by facilitating product growth and multi-channel support. Our future plans include introducing a comprehensive array of features alongside ready-made integrations to a marketplace of specialized service providers, empowering wealth managers to accomplish a wider range of tasks within a single platform. This approach not only enhances efficiency but also fosters innovation in wealth management practices.

A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend. We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors. Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process. Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.

We empower our clients to successfully navigate the complexities associated with multiple advisers. Our innovative wealth management software enhances your ability to cultivate current relationships while fostering new connections. DigiPrima is a groundbreaking solution that facilitates the comprehensive management of clients' financial portfolios, encompassing everything from wealth generation and safeguarding to succession and estate management. Our platform continuously tracks client monetary movements, evaluates associated risks, and performs automatic data analyses to support prompt and informed decision-making. Enhance your digital customer service experience with complete visibility that equips wealth managers for success. Develop a unified portal for money managers to report issues, and streamline the feedback process through automation. Additionally, we integrate governance, risk management, and compliance to ensure asset protection throughout your organization. Renowned globally, we are a trusted software development company. Our customer relationship management solution effectively organizes client data and optimizes operational workflows, ultimately leading to improved service delivery. With our tools, you can elevate your financial management strategies to new heights and ensure greater client satisfaction.

When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

Explore the reasons why countless organizations around the globe rely on our cloud-based solution for comprehensive investment data aggregation, reconciliation, accounting, and reporting needs. Our all-in-one platform caters to investment accounting, compliance monitoring, risk analysis, portfolio reporting, and investment management tools. This is all made possible through a seamless process of daily, automated data aggregation and reconciliation. Our commitment is to empower our clients toward success; we prioritize relationships over transactions. Rather than just being a vendor, we function as an integral part of your team. Enhance your investment strategies with data-driven decisions, mitigate risks using daily audit-quality information, and swiftly incorporate new ventures and investments. Our system allows for reporting across a diverse range of asset classes and multiple accounting frameworks in various currencies, all consolidated in a single view. By minimizing manual tasks, you can expedite the closing of financial periods and devote more time to insightful analysis, leveraging daily aggregated and reconciled data to drive your business forward. In essence, we strive to be your partner in navigating the complexities of investment management while fostering growth and efficiency.

Streamline your wealth management services with our comprehensive solution. Investment advisers, portfolio managers, and relationship managers can depend on products that are meticulously crafted and continually evaluated by experts in wealth management. Customized investment strategies for your clients are developed on a unified platform, ensuring uniformity among all teams involved. Enhanced automation of risk assessment and monitoring provides greater oversight throughout the investment process. Avaloq Wealth also enhances client relationship management by offering a complete 360-degree view of clients and facilitating quicker onboarding for new clients through the automation of tedious tasks. Achieve consistency in both client relationship management and investment strategies across the front office and investment office. Boost your productivity by automatically pinpointing new sales opportunities. By automating manual tasks and compliance requirements, you can free up valuable time for your portfolio managers. Rely on software that is designed with the user in mind and thoroughly tested for client readiness, ensuring a seamless experience for all involved. The integration of these features not only enhances efficiency but also fosters stronger relationships with clients.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer