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Results: 125

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

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.

Custom Development ServiceCustom ReportsFull Multi-Currency Support

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.

Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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

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.

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

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.

Ability to WhitelabelMobile AppOther Services CommunicationManagement

eXeer by Point Group eXeer by Point Group

United Kingdom
Data Aggregation

The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth.

Ability to WhitelabelCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportProven Agility

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

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

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
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