Wealth Management (26 companies found)

Compare and research Wealth Management companies and businesses online.

  • eFront

    Software for Private Equity, Real Estate & Enterprise Risk
    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,...
  • 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...
  • 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...
  • 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...
  • 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...
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  • Morningstar, Inc.

    Rating: 5 - 3 reviews
    Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors....
  • Doxim

  • Actuate

    Actuate Corporation provides a next-generation RIA-ready information platform for both customer and employee-facing applications. The Actuate platform boasts scalability, high-performance, reliability and security. Its proven RIA capabilities and highly collaborative development architecture are...