Wealth Management (28 companies found)

Compare and research Wealth Management companies and businesses online.

  • Capco

    Capco is a global management and technology consultancy dedicated to the financial services industry. Our professionals combine innovative thinking with unrivalled industry and domain expertise to offer our clients consulting expertise, complex technology and package integration, transformation...
  • 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...
  • Doxim

    The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.
  • Advisor Software Inc.

    ASI's solutions are designed for a wide-range of asset management firms, broker/dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger,...
  • OpenText Corp

    OpenTextâ„¢ powers digital transformations to empower the intelligent and connected enterprise. Enabling companies to digitize processes and supply chains and discover value in their information with analytics and Artificial Intelligence, OpenText offers greater business insight to make...
  • Broadridge Financial Solutions, Inc.

    We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
  • SS&C 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...
  • FundCount

    Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount software integrates on a single platform all portfolio, partnership...
  • 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....
  • InvestEdge, Inc.

    InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office...