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Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Flexible pricing Eliminate busy work and discover what you can do with all that extra time and savings. ​The modular concept allows you to...... OTIS is the adaptive intelligence engine at the heart of Exact Strategies. Investment account and cash balances. Automated importers process large volumes of data from custodians and other sources with accuracy. Spend less time on repetitive administrative tasks. Our reputable fund management system … New business opportunities Helps you construct sub portfolios that complement your core investment strategy We believe you should only pay for the modules that you need. Store, hash, encrypt, track, documents on-chain. 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Index funds are branded as passively managed because each has a portfolio manager whose job is to replicate the index rather than select the assets purchased or sold. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. With Altair, you'll benefit from reduced risk, robust IFRS reporting, unparalleled reporting functionality and flexible architecture.... A single point of entry for the recording and administration of data used in the management of your client portfolios. These are available from fund managers and investment providers in the UK,...... We offer a wide variety of add-on modules that can provide additional capabilities according to your specific operations. Rebalance It features an assortment of helpful real-time...... WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Thanks to our years of experience as a partner of the financial sector, we understand the challenges asset managers meet in digital wealth management. Applications we built and managed: The wealth management business is in a period of transition, with shifting regulatory landscapes, increasing competition and clients demanding ever more sophisticated, innovative services for less, innovation is becoming an essential part of every institution's business plan. Ledgex PM also streamlines the communication between the front, middle and...... 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MyVest’s core offering is its The Strategic Portfolio System™ (SPS), a cloud-based software and services platform that enables the provision of holistic wealth management across the enterprise in a single, unified system. You need to master an increasingly complex business. The application enables you to connect and engage with your clients anytime, anywhere, using their choice of device – desktop/laptop, tablet or smartphone. The platform allows asset allocators to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights. Great experience, great functionality Our solution increases the productivity of your client-facing staff by reducing their administrative tasks. Online and on-demand Blended benchmarks for portfolio performance comparison. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Using innovative technology and intuitive design, RedBlack delivers the most advanced investment management solutions in the industry. Key features Engage your client with an interactive advisory tool We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data. Sales force management Superior platform Wealth management is concerned with investment advisory restraint that integrates pecuniary planning, investment portfolio management and a range of cumulative financial services. Investment providers need to understand their customers’ behaviors and priorities and harness the power of technology to meet their changing needs. Multiply your product distribution options with Archer’s turnkey infrastructure. Although risk and suitability checks are a key regulatory requirement, for many firms, the process of performing these checks is often manual or non-systematised. The open architecture of the Envestnet Advisor Suite™ allows you to bring together everything you need—analytics, advisory tools, advanced portfolio solutions, and practice management and reporting capabilities. Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Able to analyze more than 20,000 funds at the holding level, this ground-breaking technology uses deep data analytics to evaluate the existing portfolios in order to provide solutions designed for financial professionals. CA user experience platform. Delivering state-of-the-art portfolios and positions analytics specifically for high and ultra-high-net-worth client advisors...... A powerful solution for Troika reporting Strategies ... AXLE, a complete wealth platform for family offices, asset managers and investment experts, is the flagship offering of B&B Analytics. Customized client performance and reporting A flexible platform to develop your own robo-advisor business line. Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Low yields and increased volatility have driven portfolio managers to implement sophisticated strategies that are straining their existing infrastructure. Custom Structures It may involve investing in one or more exchange-traded (ETF) index funds. Overlay portfolio management Tackle regulatory requirements with a sophisticated risk engine Deeper insight analysis The financial services industry is tough, fast moving and under stringent regulatory constraints. Class Super streamlines all aspects of SMSF administration, delivering a truly automated and...... 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JUMP Wealth Management is a unique portfolio and client relationship management solution, including automated client communications and reporting features, dedicated to the professional needs of private banks and family offices. Addressing bespoke client requests The search term must be a minimum of 3 characters. It gives you the benefits of a standard software solution which can be scaled to your needs as required...... WealthArc benefits Managers buy the same stocks that are listed on the index, using the same weighting that they represent in the index. Our simulation mode helps...... Simplify complexity and maximize performance with solutions that reliably compile portfolio company data, efficiently value your investments, allow you to take control of returns, and deliver effective, shareable investor reporting. The proposition of the most appropriate investment strategy Trading Technology integration and consolidating systems are critical to streamlining your business. 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Very easy to use even for non-technical staff Transform your organization with our holistic enterprise wealth management platform for the digital age, The Strategic Portfolio System. Enable your clients to benefit from QuietGrowth Portfolios Flexible advisers, meet your flexible new software...... Celeriti is DXC's end-to-end suite of SOA-based enterprise software for banking, cards, payments and lending. Transparent reporting Scope of services: Entity Administrator is our statutory module for enVisual and manages all key data and statutory transactions for your companies, trusts, foundations as well as other user-definable entity types. Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Our investment platform provides comprehensive support whether you choose to manage your own portfolio or outsource to our OCIO. A technology-agnostic investment solution that provides asset allocation advice By delivering an easy-to-use, secure, richly featured solution, Mclowd drives major efficiency gains that boost both profits and client confidence. The first advisory platform that truly empowers the decision maker Professional licensed portfolio managers work on behalf of clients, while individuals may choose to build and manage their own portfolios. Investors with a more aggressive profile weight their portfolios toward more volatile investments such as growth stocks. A passive ETF is a method to invest in an entire index or sector with the benefits of low costs and transparency absent in active investing. MoneyWare Integra WMS is built to help you effectively automate every aspect of the investment management lifecycle. ... Today's retirement market includes a range of single point solutions that are cost prohibitive and highly inefficient. Accounting/GL RobustWealth integrates previously modular features into one seamless suite. This product is your one source for managing complex portfolios including regulatory data...... IPBS/Investments was developed specifically to encompass a wide range of features that can be streamlined for portfolio management. Calendar management with tasks and appointments, integrated with Outlook. Automatic portfolio rebalancing. Creating branded equity compensation analysis deliverables Wealth Management Services (WMS) includes three of DTCC’s business lines: Mutual Fund Services, Alternative Investment Product Services and Insurance & Retirement Services. We created the P1 Platform because we saw how others were doing things and knew there was a better way. Asset managers have 24/7 access to their portfolios from any location. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios. NOVA covers the entire investment management process from front-to-back office, achieving optimal risk-adjusted outcomes for investors More broadly, wealth management brings together the functional areas of personal and business wealth management that go well beyond the scope of a basic financial planner. Modern innovative portfolio management systems empower Relationship Managers to … Bank accounts and transactions. Resilience, redundancy and performance productivity and empower enterprise users with an intuitive collaboration platform diversification is risk. More and achieve better results powerful performance and allocation weights reporting and portfolio management system to independent managers... Wallets, and family office products and services... we before Me is both robust and.! Professional advisers and their performance and providing its portfolio management, aims to duplicate return. 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