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Front and Middle Office Wealth Management Systems

VendorMatch Directory

Use our vendor directory to find, research, analyze, compare, and evaluate the leading front and middle office wealth management systems. Check core features including asset allocation, portfolio modelling, mass affluent support and other risk and compliance features.
  • Financial institutions today face tough competition, workflow disconnects, and erroneous reporting. They require an efficient way to manage oper…
  • Prospero Suite Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerlan…
  • Constant Incremental Innovation Objectway solutions are built on the state-of-the-art Objectway Technology Platform constantly innovated with ad…
  • CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your We…
  • Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
  • Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North Americ…
  • New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
  • Delivered as SaaS or for on-premise deployment, Avaloq offers a digital front-to-back platform that consists of a set of integrated end-to-end s…
  • WealthSuite is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-ba…
  • A complete suite of products with all the tools you need to manage daily trade processing. BETA is the industry’s most comprehensive and reliabl…
  • Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Deployed over private secured clouds, th…
  • The Wealth360 Digital Wealth Platform (DWP) is a comprehensive wealth management platform offered by CGI. It is designed to meet the needs of we…
  • Adopt business critical capabilities in the easiest way Objectway On-Cloud deploys as-a-service Objectway Platform in private, public or hybrid…
  • iDEAL Wealth and Funds is a powerful and scalable wealth management & Investment Management multi-currency solution designed to manage Clients i…
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