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Fisglobal

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Fisglobal

Category
Portfolio Management
HQ
United States of America

FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win new accounts – ultimately, enabling them to grow their business.

Why Family Offices come to Simple

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE Logo

WIZE by TeamWork

Category
Portfolio Management
HQ
Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

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Consolidated Reporting

Addepar

Category
Consolidated Reporting
HQ
United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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