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Results: 125

Masttro Masttro

United States of America
Consolidated Reporting

Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.

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

Elysys Elysys

Monaco
Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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

Fincite Fincite

Germany
Portfolio Management

We empower family offices and their customers to make intelligent financial decisions.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilitySustainability

Abbove Abbove

Belgium
Consolidated Reporting

Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

Ability to WhitelabelCustom ReportsOther Services

Canoe Canoe

United States of America
Data Aggregation

Automation of manual workflows related to alternative investment documents and data management, extraction and delivery.

Digital ExcellenceTransparency

Orca Orca

Switzerland
Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth.

Ability to Whitelabel

Canopy Canopy

United States of America
Consolidated Reporting

Canopy, is a private & anonymous wealth account aggregation, portfolio analytics and client reporting platform for High Net-Worth Individuals and their Wealth Managers.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

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

Royalty Exchange Royalty Exchange

United States of America
Exchange

Royalty Exchange is the largest, most trusted, market for royalty investing. The company offers royalty assets from all forms of intellectual property and all investment sizes.

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