Wealth Management

List of Wealth Management companies and vendors. Research and review Wealth Management.

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Advent Software 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... click for phone(800) 727-0605 send an email 3 products 4 white papers write a review

Infovisa, Inc. 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... Learn more about MAUI Investment Manager › click for phone(704) 892-3270 send an email 8 products write a review

BlackLine Systems Inc 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,... 6 products 6 press releases write a review

InvestEdge, Inc. 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. 1 press release write a review

Capco 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,... write a review

Odyssey Financial Technologies Triple A Plus™ : Triple'A Plus™ is the leading Private Banking Platform. It incorporates the best practices adopted by the leading international financial institutions that specialize in wealth management solutions for high net worth and ultra high net worth individual clients. Triple’A Plus’s unique... 3 products write a review

Thomson Corporation Thomson Reuters has developed the most comprehensive brokerage processing system. Our fully-integrated Retail Product Suite connects your entire firm, providing all of the workflow tools you need in the most stable and reliable platform available. With full customization... write a review

Actuate - Xenos Group Actuate Corporation is dedicated to increasing the richness, interactivity and effectiveness of enterprise data, for everyone, everywhere. Actuate delivers the next generation RIA-ready information platform for both customer and employee-facing applications. The Actuate platform... write a review

Primacy Corporation Primacy Private Banker, the foremost Client and Bank Accounting system which meets the unique needs of the offshore banking sector. Primacy Private Banker was designed to compel the integration of banking functions, providing unprecedented effici write a review

International Private Banking Systems IPBS/Investments : Managing Client Investments in a Wealth Management environment. -Portfolio Structuring and Asset Allocation -Portfolio Modeling -Order Entry -Order Dealing -Trade Settlements -Valuation & Performance -Portfolio Rebalancing 7 products write a review

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