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Results: 125

Vauban by Carta

Vauban by Carta Vauban by Carta

United Kingdom
Fund & External Asset Manager

Vauban from Carta is the easiest way to launch your VC investments via SPVs or VC Funds - all your back office is integrated into a single platform.

Banking ProvidersFull Multi-Currency SupportMobile App
Ruby

Ruby Ruby

United States of America
Portfolio Management

RUBY brings to our clients an unparalleled ability to manage their wealth across all asset classes in a unified, real-time platform, tailored to the unique needs of each family.

Custom Development ServiceCustom ReportsFull Multi-Currency Support
Centtrip

Centtrip Centtrip

United Kingdom
Accounting

Founded to meet the demands of clients with complex, cross-border affairs, Centtrip supports family offices with a tailored, single solution for expense management and payments.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services
Etops

Etops Etops

Switzerland
Consolidated Reporting

Etops is active along the entire value chain of wealth managers and family offices. This includes services, technology and consulting.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services
SoftLedger

SoftLedger SoftLedger

United States of America
Accounting

Cloud accounting software that empowers investment management firms to operate more efficiently and make smarter decisions.

Ability to WhitelabelBanking ProvidersCustom Development ServiceCustom ReportsFull Multi-Currency SupportProven AgilityTransparency
Ledgex

Ledgex Ledgex

United States of America
Portfolio Management

Venn helps RIAs, advisors, asset owners and asset managers embrace a quantitative approach to multi-asset portfolio risk and investment decision-making.

Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting
Nasdaq Asset Owner Solutions

Nasdaq Asset Owner Solutions Nasdaq Asset Owner Solutions

United States of America
Portfolio Management

Nasdaq Asset Owner Solutions unites the most comprehensive institutional data from eVestment, with true multi-asset class portfolio analytics and services from Solovis.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services
SEI – Archway Platform℠

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Consolidated Reporting

SEI Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions.

Ability to WhitelabelFull Multi-Currency SupportMobile App
Private Wealth Systems

Private Wealth Systems Private Wealth Systems

United States of America
Consolidated Reporting

Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
Mirador

Mirador Mirador

United States of America
Consolidated Reporting

As an independent reporting advisor, Mirador delives state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services
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Simple solutions for complex times.