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Results: 125

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
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
Addepar

Addepar Addepar

United States of America
Consolidated Reporting

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

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App
Clarity AI

Clarity AI Clarity AI

United States of America
Impact & ESG

Clarity AI uses machine learning and artificial intelligence to provide investors and advisors with insights to make sustainably informed decisions. 

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services ManagementMeasurementReportingResearch
Bill.com

Bill.com Bill.com

United States of America
Accounting

Bill.com is a leading provider of cloud-based software that simplifies, digitises and automates complex back-office financial operations for wealth management and family office firms.

Swimbird

Swimbird Swimbird

Sweden
Consolidated Reporting

The Swimbird Platform SWIP is a modern portfolio management solution, which gives the client a holistic view of their total portfolio - everything in one place.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support
AgilLink

AgilLink AgilLink

United States of America
Accounting

AgilLink provides secure bill pay and client accounting technology to firms that serve ultra-high-net-worth individuals, including family offices, business managers, and athletes.

Mobile AppTransparency
Abbove

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
Performativ

Performativ Performativ

Denmark
Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future.

Ability to WhitelabelBanking ProvidersFull Multi-Currency SupportMobile App
Asora

Asora Asora

Ireland
Data Aggregation

Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on demand reporting on web and mobile.

Ability to WhitelabelDigital ExcellenceFull Multi-Currency SupportMobile AppProven AgilityVisionary Purpose
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