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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
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 4,300 firms in nearly 50...
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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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Accurate | Dependable | Efficient
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...
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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.
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