ベンダー
English
search

CapitalPrivate

Email Call back Speak with an Analyst Website
Solution Profile
Request RFX from Vendor
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

Overview

CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your Wealth Management division.

Next generation wealth management platform CapitalPrivate empowers you to stay focused on the business at hand - building wealth and trust for your clients.

Key Features

  • Client On-Boarding and Relationship Management (CRM)
  • Mult-asset portfolio management and advanced analytics
  • MIFID 2 and limit management
  • Collaborative dashboards and workflows
  • Compliance, Regulatory & Risk
  • Family Office

Media

Brochures

製品/サービス名 details

SOLUTION OR SERVICE TYPE
Front and Middle Office Wealth Management Systems, Wealth Management Systems STP (Front to Back Office)
sign in or sign up