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Wealth Management (24 companies found)

Compare and research Wealth Management companies and businesses online.
 
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Advent Portfolio Exchange® Integrated Portfolio Management
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...
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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...
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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,...
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...
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...
InvestEdge offers a suite of wealth management solutions for banks, trust companies, brokerage firms, and advisors. These solutions provide the power and performance investment managers need to analyze, manage, and report on the assets.
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...
Advisor Software, Inc. is a leading provider of wealth management solutions for the financial planning, proposal generation, portfolio construction, portfolio rebalancing, asset allocation, and goal-based planning. Advisor Software, Inc. is a leading provider of advice solutions...
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