Wealth Management (26 companies found)

Compare and research Wealth Management companies and businesses online.

  • BlackLine Systems

    Account Reconciliation Software: Account reconciliations are a critical control for compliance and for accurate financial reporting. For many companies, the financial close process is an ongoing attempt to organize and track thousands of spreadsheets across many locations. Reconciling accounts is a manual, labor-intensive...
  • Platform Ventures

  • InvestEdge, Inc.

    InvestEdge is a leading provider of innovative advisor solutions to banks, registered investment advisors, family offices, and brokerage firms. Founded in June of 2000, InvestEdge remains to be one of the fastest-growing providers of wealth management solutions to the U.S. UHNW and HNW advisor...
  • Doxim

    Doxim is a leading provider of SaaS-based customer engagement solutions for credit unions, community banks and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their customer experience, communicate more effectively throughout the customer...
  • Maveric Systems

    Since 2000, Maveric systems has been providing domain focused, platform driven, IT lifecycle assurance services to banks across UK, US and APAC. We are purely focused on the quality assurance space and bring to table diverse range of skills across requirements management, functional and...
  • eFront

    eFront is a leading software provider of end-to-end solutions dedicated to the financial services industry with a recognized expertise in alternative investments, enterprise risk management, and customer relationship management. eFront’s solutions serve more than 800 customers in 48 countries,...
  • FundCount

    Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount’s award-winning software integrates on a single platform all...
  • MIMICS, Inc.

    MIMICS Portfolio Management System was designed for portfolios of different sizes & complexity. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, forex & other securities. Is able to segregate securities & automatically prepare all compliance reporting....
  • Broadridge Financial Solutions, Inc.

    Broadridge is a leading provider of investor communications and technology-driven-solutions to banks, broker-dealers, mutual funds, and corporations globally. Our systems and services include investor communication solutions, securities processing and operations. In short, we provide the...
  • Advent Software

    Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...