WIZE by TeamWork
The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 200+ custodian automatic feeds for multi-asset consolidated reporting.
Aleta provides a truly holistic overview of the family wealth and unlocks valuable insights to elevate your wealth strategy. For family offices, by family offices.
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.
United States of America
Masttro connects the entire wealth management ecosystem, providing a single source of trusted information for family offices to rely on.
Assure Wealth is your independent reporting adviser and makes it easy to manage wealth.
We digitize all processes for small to medium size wealth managers within a single cloud service
Vauban by Carta
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.
Abbove helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.
GreenLock Is All-In-One Platform To Analyze, Manage And Monitor Your Investment Fees And Associated Costs.
Our mission is to simplify the daily life of wealth management professionals through KeeSense, our portfolio management solution, automatically connected to your ecosystem.
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