FISglobal

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Do you work for Fisglobal? You can enrich your data with Simple and reach the next generation of client.

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.

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Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE by TeamWork

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.

Addepar

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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Company Finder

Fisglobal

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

Simple solutions for complex times.

Insights

Companies

Fisglobal

Company Finder

Fisglobal

Category

Portfolio Management

HQ

United States of America

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

WIZE by TeamWork

Category

Portfolio Management

HQ

Switzerland

Addepar

Category

Consolidated Reporting

HQ

United States of America

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