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Wealth Management (23 companies found)

Compare and research Wealth Management companies and businesses online.
 
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Advent Portfolio Exchange® Integrated Portfolio Management
Advent Portfolio Exchange is an end-to-end solution integrating all phases of the investment management process - CRM, portfolio management, performance analytics, accounting, reporting and marketing. Advent Portfolio Exchange enables superior client service by giving users the...
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Innovation By Design ™
MAUI Investment Manager: MAUI Investment Manager is the latest product to join the MAUI Suite of software. This product is a robust, integrated portfolio management system. MAUI Investment Manager eliminates the need for investment professionals to obtain a third-party relationship for modeling software, or...
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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 enterprise risk management, alternative investments and customer relationship management. eFront's solutions serve more than 700 customers in 40...
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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...
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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,...
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.
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...
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.
Capco is a global business and technology consultancy dedicated solely to the financial services industry. We deliver innovative solutions in banking, capital markets, wealth and investment management and finance, risk and compliance. As the pressures of regulation, cost reduction,...
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