Wealth Management Software

Advent Portfolio Exchange (APX) is an integrated solution for portfolio management, performance measurement, accounting and reporting It brings together the work of the front, middle and back office, all in one place. APX enables investment managers to easily oversee portfolios and strategies for individuals, institutions and funds, and track holdings, transactions and performance while keeping control all along.

Aladdin Wealth is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are changing how advisors engage with individual investors and transforming wealth businesses. As a central processing system for investment management, Aladdin integrates and connects functions that help manage money. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and systems to help support a seamless investment process.

FNZ is a global FinTech platform which partners with many of the world’s leading financial institutions to transform the way they serve their wealth management customers. FNZ Platform-as-a-service offering is a unique combination of market leading technology, IT infrastructure and investment operations. Front office digital delivery is seamlessly integrated with back-office operations and in-region hosting and infrastructure.

Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals. Morningstar's expansive data and independent research help you unpack complexity and move with industry shifts, so your analysis is always clear, meaningful, and relevant.

A single, global platform to help the world’s leading fund administrators, asset managers, insurance companies and pension funds achieve increased operational efficiency, whilst reducing risk. , Temenos Multifonds delivers the functionality, scalability and flexibility to address the demands of investors and the asset management industry today and tomorrow.

Wealth management is a relationship-based business. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure.

Invest|Pro wealth management software allows front to-back-end management and investment administration of personal wrapped and un-wrapped wealth products. The system’s key features below provide users control of a multi-currency online investment portal, full investment administration functionality, and continuous oversight.

Finastra offers the most comprehensive portfolio of end-to-end lending solutions in the market - across syndicated, commercial, consumer, and mortgage lending. Finastra delivers a consistent, frictionless digital borrower experience for a range of businesses, corporations and consumer, whilst improving customer onboarding, increasing transparency and streamlining back-office operations. As well as reducing complexity, cost and manual processes, Finastra’s solutions provide a single platform to deliver efficiency and a clear return on investment

User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Advisor’s modules and functionalities are versatile and tailored to the needs of advisors, portfolio managers, financial planners, and investors.

ImpaQt Wealth is a comprehensive wealth management platform with a difference. In addition to offering award-winning risk management and portfolio optimization capacities, ImpaQt Wealth holistically integrates ESG preferences throughout the entire client lifecycle: from capture during onboarding, to application in portfolio construction and optimization, to visualization in reporting. Available via REST APIs, or wrapped in a sleek and intuitive UI, ImpaQt Wealth empowers wealth managers and their clients to make informed, impactful choices and target sustainable growth.