Best Wealth Management Software for Enterprise - Page 5

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.

Enhance your competitive edge with a portfolio management solution that accommodates various asset classes, multi-currency portfolios, and intricate global fund structures. Geneva is specifically tailored for operational scalability, effectively eliminating barriers that hinder the seamless introduction of new business lines. This robust solution enables business growth through a core portfolio management framework that streamlines operations. By utilizing Geneva, you can leverage a system that aligns with your business needs and budget, integrating software, cloud delivery, and co-sourcing. Whether deployed locally or via the cloud, Geneva offers real-time portfolio management, accounting, investor accounting, and comprehensive reporting capabilities. Furthermore, with Geneva World Investor, both portfolio management and investor accounting are unified within a single platform, providing a streamlined experience. Geneva is meticulously crafted to ensure operational scalability, facilitating the effortless adoption of new business initiatives while enhancing the overall efficiency of portfolio management, accounting, and reporting processes.

Axisoft stands out as a premier financial technology service provider with locations in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our establishment in 1998, we have been instrumental in assisting leading private banks worldwide in enhancing their profitability by implementing our solutions across various nations. Our distinctiveness lies in our extensive expertise in both finance and technology, along with our ability to deliver top-tier industry solutions, execute high-quality applications, and offer the best local support possible. Every member of the Axisoft team is well-versed in both financial and technological domains, allowing us to effectively comprehend and address financial challenges and needs. This cross-disciplinary knowledge empowers us to leverage the most suitable technologies to help financial institutions meet their business goals. Furthermore, our offerings have consistently garnered praise within the technology community for their innovation and effectiveness. Our commitment to excellence ensures that we remain at the forefront of the financial technology landscape.

The implementation of workflow and exception-based functionalities significantly enhances the efficiency of fund operations, allowing users to not only boost their own productivity but also elevate the quality of service they provide while adhering to stringent NAV and distribution timelines. A versatile, real-time investment accounting platform integrates both the Investment Book of Records (IBOR) and Accounting Book of Records (ABOR) views, facilitating the daily operations of middle and back offices, which includes the capability for multiple and ad-hoc valuations as well as NAVs. Users can easily access tailored reports in various formats, streamlining the process of identifying discrepancies and ensuring a quick adaptation to shifting regulatory demands and client inquiries. The system supports clients in launching innovative products and penetrating new markets by unifying disjointed legacy systems, thereby offering comprehensive multi-asset and multi-jurisdictional support across diverse fund structures and requirements, all within a single, cohesive global platform. This holistic approach not only optimizes operational workflows but also empowers organizations to remain competitive in a rapidly evolving financial landscape.

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.

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.

Across various sectors, companies are striving to innovate and integrate more deeply into our daily lives. We assist financial institutions in improving their customer interactions and enhancing their services by providing access to third-party solutions. Additiv empowers consumer brands to enrich their value propositions and increase revenue through smooth and highly contextual financial experiences. Acting as the vital link, additiv connects you with all necessary components to deliver integrated and contextually relevant financial services. This encompasses everything needed to orchestrate financial offerings: advanced technology, an open ecosystem, specialized expertise, legal and operational frameworks, and continuous support. Our strategic partnership guides you throughout the orchestration journey, from defining business models to bringing them to fruition. As a result, you receive comprehensive, ready-to-implement financial experiences that are not only seamless and contextualized but also accessible across multiple channels, ensuring an enriched customer engagement. This holistic approach enables brands to stay ahead in the competitive landscape by providing tailored financial solutions that resonate with their audience.

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.

Our comprehensive financial planning software, designed with compliance in mind, empowers you to analyze your clients' existing circumstances thoroughly and formulate reliable strategies for their future. The user-friendly interface streamlines the gathering of information regarding assets, liabilities, income, and expenses into a single location. Projections for retirement and insurance requirements assist you in addressing all conceivable factors. You have the flexibility to accept, reject, or modify the recommendations generated by the platform, helping you optimize your time and resources. By utilizing either regularly updated or tailored assumptions, you can ensure alignment with your firm's guidelines. Additionally, our customizable report templates allow you to directly address your client’s unique needs, enabling the inclusion of intricate, personalized content in each section of the report for enhanced relevance and engagement. This personalized touch not only strengthens client relationships but also enhances the overall quality of financial advice provided.

Equisoft/analyze for advisors serves as an all-encompassing tool for asset allocation and wealth analysis tailored for financial advisors. Utilizing a unique 4-step methodology, it ensures that recommendations closely match the risk profiles of investors. The platform thoroughly addresses suitability and know-your-product regulations by offering access to over 20 distinct institutional-grade analytic metrics. These analytics are derived from trustworthy third-party data sources, as well as the option to incorporate custom data feeds, and encompass a wide range of investment vehicles such as mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Key variables in the analysis process include the timeframe of investments, account inflows and outflows, reinvestment of distributions, rebalancing thresholds, and the tax status of accounts. In addition, users can construct retirement plans by evaluating cash flows, asset accumulation and de-cumulation, and success probability assessments, among other features. The tool also facilitates a comprehensive assessment of life, critical illness, and disability insurance, complemented by intuitive guided workflows that enhance the user experience. Furthermore, its sophisticated analytics empower advisors to make well-informed decisions that align with their clients' financial goals.

EY Nexus for Wealth and Asset Management serves as a transformative platform that enhances innovation, taps into ecosystem value, and facilitates seamless customer experiences. This platform empowers businesses to rapidly explore and implement fresh ideas and services tailored to their customers' evolving demands. With a dynamic array of technology components, EY Nexus is designed for quick deployment and easy customization, allowing for smooth integration with existing systems and channels to effectively meet essential customer requirements. Furthermore, the core EY Nexus framework is cloud-ready and offers a range of pre-built technological assets that can be leveraged within a well-curated partner ecosystem. Financial advisors benefit from a robust dashboard that provides near real-time updates, enabling them to promptly identify when clients are falling short of their investment goals and make necessary portfolio adjustments. This proactive approach not only enhances client satisfaction but also fosters stronger relationships built on timely support and informed decision-making.

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.

Empowering wealth managers and their clientele with advanced, secure, and cost-effective wealth management software designed for the future. Explore a comprehensive array of tools that streamline intricate processes into user-friendly experiences, ensuring that each interaction contributes to financial excellence. Performativ is dedicated to supporting clients throughout the entire wealth management landscape. Offering an all-encompassing front-to-back wealth management solution, Performativ boasts strong technological capabilities that elevate the service experience. With seamless integrations with custodians, Performativ helps to cut operational expenses while improving overall effectiveness. It simplifies the management of extensive client portfolios with intuitive tools, allowing for significant time savings on everyday tasks. Advisors are equipped to generate customized reports that meet their unique needs, thereby fostering better communication and enhancing client satisfaction. Ultimately, Performativ stands as a transformative force in the wealth management industry, positioning its clients for ongoing success.

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.

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.

In today's rapidly evolving and competitive business landscape, having an adaptable and effective advisory system is essential. Thomson ONE Wealth provides a comprehensive solution that streamlines front-to-back-office workflows, allowing firms to scale efficiently and respond to changes with agility. By staying informed on market trends, firms can swiftly evaluate how unexpected events may impact their business portfolios. The extensive resources offered by LSEG enable users to identify patterns and generate concise discussion points. Leverage the wealth management tools to craft compelling investment proposals, while utilizing book management and client reporting tools to uncover actionable insights that enhance client relationships. With Thomson ONE Anywhere, you can maintain market awareness and connectivity, even while on the move. Ultimately, Thomson ONE empowers firms to integrate client data, market information, and their proprietary applications, creating a cohesive workflow that drives success. This integrated approach not only boosts operational efficiency but also fosters stronger client engagement and satisfaction.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

Dimply has created a platform that empowers financial institutions to develop uniquely branded and engaging fintech solutions, which can tap into the extensive data available within their partners' ecosystems, allowing for the intelligent presentation of tailored and relevant experiences that evolve with the customer's needs. Our goal is to enhance individuals' perceptions and emotions regarding their finances, thereby fostering a more prosperous financial future for both them and society as a whole. This innovative customer experience platform is tailored specifically for the financial sector. It enables you to utilize any available data source to provide highly personalized digital interactions, no matter how complex, on a large scale. You can easily create and implement customer experiences that engage, inform, and facilitate transactions with your clients seamlessly. By integrating your data in real time, you can orchestrate the next optimal experience for your customers, ensuring that each engagement is consistently on-brand and delivered directly within your applications. This approach not only strengthens customer relationships but also contributes to a more dynamic financial environment.

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.

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.

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.

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.

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.

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.