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Results: 111

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

Assure Wealth Assure Wealth

Denmark
Data Aggregation

Assure Wealth provides clients with simple and understandable overviews of total wealth, risks and returns & reports which may include unlisted shares, private equity and alternative investments. This solution offers...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Tindeco Tindeco

Switzerland
Portfolio Management

Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio. VISION covers all your workflows from consolidating your holdings, constructing portfolios, implementing orders and managing risk....

Ability to Whitelabel

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. SWIP is a platform...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Ledgex Ledgex

United States of America
Portfolio Management

Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting,...

Ability to WhitelabelCustom Development ServiceCustom Reports FundReal EstateReporting

Hemonto Hemonto

Denmark
Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. We combine technology and people to...

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

Arch Arch

United States of America
Data Aggregation

Intuitive, digital investment admin that tracks data from all private investments in a single platform. Arch’s automated system collects K-1s, manages cash flows, and provides reporting ready data, removing the...

Digital ExcellenceTransparency Reporting

PandaConnect PandaConnect

Denmark
Consolidated Reporting

PandaConnect is a global full-scale investment administration solution servicing clients around the world covering all asset classes both bankable and non-bankable investments – helping you achieve the twin goals of...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Black Diamond Black Diamond

United States of America
Consolidated Reporting

The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-native solution, Black Diamond is designed to manage unique and complex...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

Valuefy Valuefy

India
Consolidated Reporting

Valuefy provides digital platform for family offices to do real time data aggregation , Investment analytics with powerful visualization and Performance Attribution. Valuefy Platform is a powerful suite designed to...

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

Centtrip Centtrip

United Kingdom
Consolidated Reporting

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. Centtrip provides a flexible and...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Quantilia Quantilia

France
Consolidated Reporting

Portfolio monitoring platform dedicated to family offices, with asset consolidation, data collection, cross asset portfolio analysis and document generation. Quantilia platform offers a comprehensive range of solutions enabling family offices...

Custom ReportsFull Multi-Currency SupportOther Services

Mirador Mirador

United States of America
Consolidated Reporting

Mirador is a service provider delivering operations and financial reporting solutions to the U/HNW wealth management industry. We serve those who serve wealth. Mirador is a team of financial and...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Way2B1 Way2B1

United States of America
Governance

Our vision is to simplify the complex life of families. Our mission is to enable high net worth individuals and families to better manage their complex life by providing a...

Mobile App

SS&C Private Capital Group SS&C Private Capital Group

United States of America
Consolidated Reporting

SS&C’s Private Capital Group eliminates cost, risk and time of integrating disparate systems, delivering solutions to single and multi-family offices for their complex needs. SS&C delivers fully integrated, multi-currency portfolio...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

IQ-EQ - Cosmos IQ-EQ - Cosmos

Luxembourg
Consolidated Reporting

We provide an end to end bespoke portfolio monitoring solution to institutional and private wealth investors with a focus on alternative and luxury assets. IQ-EQ Cosmos combines one of the...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile App

GreenLock GreenLock

Switzerland
Technology provider

GreenLock has a focus on analyzing, benchmarking, managing and monitoring fees. Our recent pilot for a client discovered a savings potential of over 40% for managing their assets.

Ability to WhitelabelMobile App Reporting

Orca Orca

Switzerland
Governance

Meet Orca: The secure, intuitive way to store and share sensitive financial information and have productive discussion about wealth. Orca is a modern governance software that makes talking about wealth...

Ability to Whitelabel

Eton Solutions Eton Solutions

United States of America
Portfolio Management

Eton’s platform, AtlasFive, reimagines each intricate process of a family office into one integrated platform that optimizes efficiency, increases transparency, and maximizes accuracy. By harnessing the power of automation, best-in-class...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Trusted Family Trusted Family

United States of America
Governance

Trusted Family is an award-winning technology platform serving the world’s leading family businesses with a single, secure and centralized governance platform. Founded by two next-generation entrepreneurs from European business families,...

Ability to WhitelabelCustom ReportsMobile AppOther Services

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. Our trusted technology provides transparency into complex financial...

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Elysys Elysys

Monaco
Consolidated Reporting

Elysys is a secure, scalable and integrated enterprise software for Wealth Management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the Wealth management and...

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

Etops Etops

Switzerland
Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements...

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

Ethic Ethic

United States of America
Consolidated Reporting

Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique...

Ability to WhitelabelCustom Reports AdvisoryAsset ManagementManagementMeasurementReportingResearch

Altoo Altoo

Switzerland
Consolidated Reporting

The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way. Altoo Wealth Platform empowers wealthy...

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

PCR PCR

United States of America
Data Aggregation

PCR helps family offices achieve data independence by streamlining how their sensitive investment data is aggregated, managed and used in reporting and other operations. PCR combines 20 years’ experience and...

Ability to WhitelabelCustom ReportsFull Multi-Currency SupportOther Services

Private Wealth Systems Private Wealth Systems

United States of America
Consolidated Reporting

Private Wealth Systems award-winning innovation has transformed consolidated investment reporting for global family offices and UHNWI’s. UHNWI’s, family offices and private banks rely on Private Wealth Systems to transform how...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Summitas Summitas

United States of America
Portfolio Management

Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place. Summitas Platform® gathers information from clients, administrators, advisors,...

Ability to WhitelabelMobile AppOther Services CommunicationManagement

Lombard Odier - Global Assets+ Lombard Odier - Global Assets+

Switzerland
Consolidated Reporting

As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to...

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

Masttro Masttro

United States of America
Consolidated Reporting

Masttro is The WealthData company: a SaaS solution for single- and multi-family offices, wealth professionals serving wealth owners, and larger institutions. The company runs on the philosophy that modern technology...

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

Bill.com Bill.com

United States of America
Accounting

Bill.com (NYSE: BILL) is a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB). Our tailored offering for wealth...

Sharpfin Sharpfin

Sweden
Consolidated Reporting

We digitize all processes for small to medium size wealth managers within a single cloud service. Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Fireblocks Fireblocks

United States of America
Custody Provider

Fireblocks is an enterprise-grade platform delivering secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables funds, family offices, banks, and web3 businesses to securely scale operations through the...

Other Services Asset ManagementGovernance

Copia Wealth Studios Copia Wealth Studios

United States of America
Portfolio Management

Copia Wealth Studios is a mobile-first platform for the modern wealth owner, providing their customers with the data needed whenever they need it. Custom and tailored lenses provide the correct...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Asset Vantage Asset Vantage

United States of America
Consolidated Reporting

Performance reporting & general ledger on demand. Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get...

Ability to WhitelabelFull Multi-Currency SupportMobile App

SEI – Archway Platform℠ SEI – Archway Platform℠

United States of America
Consolidated Reporting

SEI’s Archway Platform℠ and outsourced services streamline the accounting, investment data aggregation and reporting operations of family offices and financial institutions. SEI Family Office Services supports the accounting, investment data...

Ability to WhitelabelFull Multi-Currency SupportMobile App

QPLIX GmbH QPLIX GmbH

Germany
Consolidated Reporting

QPLIX offers an all-in-one solution, readily available, consolidating all asset and owner structures, to enhance high quality investment decisions. QPLIX delivers next-generation SaaS solutions for family and investment offices, wealth...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

WealthArc WealthArc

Switzerland
Consolidated Reporting

WealthArc is a digital wealth platform that helps wealth managers and family offices to drive workflow automation and client satisfaction.

Custom ReportsFull Multi-Currency Support

Canopy Canopy

United States of America
Consolidated Reporting

New York based Canopy is a turnkey and fully customizable software solution, offering private & anonymous wealth account aggregation, portfolio analytics and client reporting. Covering all kinds of asset classes,...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency Support

Northern Trust Family Office Technology Northern Trust Family Office Technology

United States of America
Consolidated Reporting

Northern Trust is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high-net-worth individuals and families. For more than 130 years, our...

Ability to WhitelabelCustom Development ServiceCustom ReportsMobile AppOther Services

Abbove Abbove

Belgium
Consolidated Reporting

Abbove (PaxFamilia) develops a collaborative wealth planning platform uniting advisors, their clients, wealth data and technology in one place. Abbove’s goal is to help advisors serve their clients with a...

Ability to WhitelabelCustom ReportsOther Services

WIZE by TeamWork WIZE by TeamWork

Switzerland
Portfolio Management

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 180+ custodian automatic feeds for multi-asset consolidated reporting. WIZE by TeamWork is one of the...

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

CORYX CORYX

Germany
Portfolio Management

With CORYX iO, we offer single- and multi-family offices, asset & wealth managers, fonds, foundations and banks an investment management platform tailored to their needs. CORYX iO covers all bankable...

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

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. RUBY...

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Clarity AI Clarity AI

United States of America
Impact & ESG

Clarity AI aims at contributing to a more socially efficient capital allocation by providing decision-makers with the most reliable and comprehensive tools to understand and optimise social and environmental impact,...

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

FundCount FundCount

United States of America
Portfolio Management

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the...

Custom Development ServiceCustom ReportsFull Multi-Currency Support

Venn by Two Sigma Venn by Two Sigma

United States of America
Portfolio Management

Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment...

Ability to WhitelabelCustom ReportsTransparency

Privé

Hong Kong
Portfolio Management

Privé Technologies is a Software as a Service (SaaS) provider, helping financial institutions to digitise their wealth management offerings using the modular platform.

Wealth Objects

United Kingdom
Data Aggregation

WealthObjects helps Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and to improve their existing platforms using API technology,...

Escali

Norway
Consolidated Reporting

Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost-effective and cloud-based and includes portfolio management, risk management,...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Affinity

United States of America
CRM

Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM.

CommunicationManagement

Finartis

Switzerland
Consolidated Reporting

Finartis is a developer of financial software intended to serve the wealth management industry. The company offers modular and multi-channel front-to-back solutions for asset, wealth as well as fund management...

Ability to WhitelabelCustom Development ServiceFull Multi-Currency SupportMobile App

Visible Capital

United Kingdom
Consolidated Reporting

Visible Capital uses PSD2/Open Banking data to automate the collection of information required to onboard clients in the wealth sector (Providers, Platforms & IFAs). The benefits include reducing friction for...

KeeSystem

Switzerland
Portfolio Management

A portfolio management software for wealth management firms and family offices.

AssetMax

Switzerland
Consolidated Reporting

Assetmax is a Swiss software for independent asset managers, family offices, and banks with integrated multi-custody portfolio management, client relationship management, invoicing and reporting.

FinFolio

United States of America
Portfolio Management

FinFolio​ makes portfolio management software for investment advisors and professional wealth managers....

Simcorp Coric

Denmark
CRM

SimCorp Coric’s Client Reporting Solution simplifies operations and enables business teams to efficiently and consistently manage the investment reporting process.

Canoe

United States of America
Consolidated Reporting

Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data...

Profile Software

Greece
Portfolio Management

Profile Software is an international solutions provider for the Banking and Investment Management industry. With offices in Geneva, Dubai, London, Singapore, Athens, and Nicosia, the company consistently invests in the...

intelliflo portfolio

United States of America
Portfolio Management

Intelliflo offers a business management and cash flow planning software intended for the financial advisory industry.

Betterment

United States of America
Consolidated Reporting

Betterment is built to help you make the most of your money—today, tomorrow, and beyond. They help you unify your financial life across spending, saving, investing, and retirement, with personalised,...

EstateSpace

United States of America
Technology provider

EstateSpace helps individuals, businesses and family offices simplify how they manage, communicate and share information.

ManagementReal Estate

8topuz

United Arab Emirates
Trading

8topuz offers an easy to access AI-based automated investment system to effectively help you grow your wealth regardless of your knowledge in trading.

Ability to WhitelabelCustom Development ServiceMobile App

Asora

Ireland
Technology provider

Asora is a digital platform built for wealth owners and family offices, embracing the power of data to help them more easily and effectively manage their wealth. With the headquarter...

InvestCloud

United States of America
CRM

We’re InvestCloud – California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences and intuitive operations solutions using our...

Northern Trust

United States of America
Private Bank

Global Family and Private Investment Office Services (GFO) group serves the needs of family offices, family foundations, high-net-worth individuals, private trust companies and private investment companies around the world. Across...

Banking ProvidersDigital Excellence Asset ManagementInvestment BankingWealth Management

Quantfolio

Norway
Consolidated Reporting

Quantfolio is a Norway-based Fintech company providing B2B(2C) advisory technology for banks and wealth managers across the Nordics. The company delivers omni-channel robo-advisory/advisor platform & API modules for major FIs...

Advisor 360

United States of America
Consolidated Reporting

Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.

Ycharts

United States of America
Portfolio Management

YCharts is a financial software company that provides investment research tools including stock charts, stock ratings, and economic indicators.

Diligend

United States of America
Digital Due Diligence

Diligend provides efficiency, transparency and time-saving advanced technology tools for due diligence, screening and monitoring processes across all asset classes, whilst decreasing operational risks.

Ability to WhitelabelMobile App

SRL Global

London
Data Aggregation

SRL Global is a statistical research laboratory providing a cutting-edge system, which delivers investment control and management of assets.

Asset ManagementGovernanceManagementResearch

Allvue Systems

United States of America
Accounting

Allvue Systems provides investment management solutions for fund managers, investors, and administrators in the alternative investments industry.

Vitech

United States of America
Portfolio Management

Vitech is a global provider of cloud-native benefit and investment administration software. They help insurance, retirement, and investment clients expand their offerings and capabilities, streamline their operations, gain analytical insights,...

Integrated Portfolio Solutions

Australia
Portfolio Management

IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded,...

Enfusion

United States of America
Portfolio Management

Founded by developers from the world’s hedge funds, Enfusion was purpose-built to remove key operational and technological barriers faced by all types of asset managers.

Management

Wealthworks+

United Kingdom
Portfolio Management

An advanced trust and corporate entity management software that looks after the administration and compliance of trusts, companies, partnerships, funds, foundations, individuals, estates and other complex wealth structures.

Dynamo

United States of America
Portfolio Management

Dynamo Software, formerly Netage Solutions, has provided premium industry-specific, configurable asset management, and reporting software for the alternative assets industry since 1998, including private equity and venture capital funds, real...

Diligent

United States of America
Portfolio Management

Diligent seeks to create a modern governance movement. As a governance, risk and compliance (GRC) SaaS company, they serve 1 million users from over 25,000 customers around the globe. The...

Elsen

United States of America
CRM

Elsen is the platform-as-a-service company that lets financial institutions harness their data to get faster access, better insights, and greater ROI.

Wealth Spectrum

India
Portfolio Management

Applied Software is a software product company in the WealthTech space. Applied Software’s flagship product WealthSpectrum is an enterprise investment management software for asset management companies, investment managers, wealth managers,...

Digital Shape Technologies

Canada
Portfolio Management

Digital Shape Technologies Inc. provides Webfolio®, a fully integrated, multi-asset and real-time portfolio management software. Webfolio governs the entire investment process in one seamless flow from front office and sales...

AXLE from B&B Analytics

Switzerland
Consolidated Reporting

AXLE, a complete wealth platform for family offices, asset managers and investment experts, is the flagship offering of B&B Analytics. AXLE imbibes the company’s core values of “total wealth” and...

Hatcher - VAAST™ Platform

Singapore
Portfolio Management

Hatcher+ is a venture-as-a-service company that leverages deep learning, process automation, and global partnerships to enable scalable portfolios and index-style investor returns. Hatcher+ is proud to introduce VAAST™, the multi-award-winning,...

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportOther Services

Miles Software

United States of America
Portfolio Management

Miles Software provides wealth and asset management on-demand software to banks, asset managers and wealth management firms across 18 countries in Europe, the Middle East, and Southeast Asia.

Bambu

Singapore
Portfolio Management

Bambu is a B2B Fintech company that develops tech for financial institutions. Their platform helps users save and invest for their future. Bambu builds solutions that empower financial institutions with...

eVestment

United States of America
Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service....

MyVest

United States of America
Portfolio Management

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, they empower firms to deliver personalised portfolios at scale.

Backstop Solutions

United States of America
Consolidated Reporting

Backstop Solutions offers the most robust investment management software, supporting the full investment lifecycle for single- and multifamily offices in one integrated platform. Backstop Solutions, an award-winning technology provider, delivers...

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

Tamarac

United States of America
CRM

Tamarac is a provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run...

Solovis

United States of America
Portfolio Management

Part of Nasdaq Asset Owner Solutions, Solovis is a fintech innovation for institutional investors with a cloud platform for multi-asset class portfolio management, reporting and analytics – designed for the...

ManagementReporting

Vitec Aloc

Denmark
Portfolio Management

Vitec offers solutions that meet professional requirements for portfolio and risk management, treasury and stock trading....

ManagementTreasury

iPaladin

United States of America
Governance

iPaladin’s Digital Family Office is a blockchain platform to orchestrate people, services, documents and activity, as one source of truth, for the modern family office.

Ability to WhitelabelCustom Development ServiceCustom ReportsOther Services

Entole

United States of America
Governance

Entole is a modular command centre that centralises and simplifies all private capital functions.

CommunicationGovernanceReporting

Silcube Software

Finland
Technology provider

Silcube Software is a cloud-based fund and investment management company.

Management

DiligenceVault

United States of America
Digital Due Diligence

DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform...

Custom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

Cyndx

United States of America
Portfolio Management

Cyndx is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, merger and acquisition transactions,...

ATA Risk Station

United States of America
Risk Management

ATA RiskStation™ is a financial services company that offers a web-based platform for risk-reporting of funds.

Advisor Engine

United States of America
Data Aggregation

AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors.

TechRules

Spain
Technology provider

TechRules is a B2B consultancy firm that develops technological solutions for financial advice in Spain as well as internationally.

ManagementWealth Management

Wealth Wizards

United Kingdom
Consolidated Reporting

Wealth Wizards is the UK’s first online independent financial adviser and offers digital regulated financial advice and guidance.

Wealthbox

United States of America
CRM

Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet...

FA Solutions

Finland
Portfolio Management

FA Solutions is a product company offering FA Platform, a single cloud-based platform for running asset & investment management business with secure access to data globally.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

DAPM

Switzerland
Data Aggregation

DAPM provides financial consolidation and monitoring services intended to offer clients transparency, control and oversight of their assets.

Asset Metrix

Germany
Consolidated Reporting

AssetMetrix is Europe’s leading next-generation asset servicer. We offer modular outsourcing solutions for private capital investors: front-, middle- and back-office solutions for Limited Partners and General Partners. Our services enable...

1fs Wealth

United Kingdom
Consolidated Reporting

1fs Wealth is an easy-to-use sophisticated platform which allows you to control all your investments and collectables in one place.

SoftLedger

United States of America
Accounting

SoftLedger is a cloud accounting software that represents the next generation of ERP/financial management systems.

Management

Expersoft Systems

Switzerland
Consolidated Reporting

PM1 product family from Expersoft provides banks, independent asset managers, family offices, institutional investors and other financial services providers with ONE platform to transform all front- and mid-office operations.

Fisglobal

United States of America
Portfolio Management

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...

Finlight

United Kingdom
Consolidated Reporting

A fintech focused on providing all investors with secure access to top decile VCs funds, across the Globe and with none of the constraints.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

ThinkPlumb

United States of America
Accounting

Founded in 1996, Plumb’s mission is to help companies and individuals achieve their business and financial goals by providing an unparalleled array of customised and effective software and accounting solutions....

RSM Family Office Dashboard

United States of America
Consolidated Reporting

RSM’s family office dashboard provides families with a personal, holistic and integrated view with unparalleled access to their data. By leveraging cutting-edge technology and dynamic industry-leading advisors, clients receive unrivalled...

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