Front and Middle Office Wealth Management Systems | VendorMatch Directory

Trading Core Features

Securities Processing Core Features

Instrument Pricing Core Features

Capital Markets: Fund / Investment Accounting Core Features

Regulatory Reporting & Filing Capabilities

Profile specifications and functionality for systems for regulatory transparency reporting (excludes trade and transactions.)

Risk Management Core Features

Financial Planning Core Features

Solutions that support financial planning including the exploration of accounts, portfolio holdings, asset allocation, data, investment profiling etc. Used by Financial advisers and relationship managers predominately.

Portfolio Management Core Features

Portfolio inventory or for trading solutions the trading position.

Online Portal Core Features

Specify requirements for your client portal solutions that enables online access to portfolio holdings and portfolio valuations, open accounts, give instruction or execute trades.

Internationalisation

Deployment Options

How do you want it delivered, on your infrastructure managed by you or full hosted and managed by someone else. The industry is moving towards the latter.

Operating Systems

Total Company Funding

Company Funding Stage

Use this filter to identify emerging technology companies ?

InvestCloud White InvestCloud
Middle Office Automation Coforge
Financial institutions today face tough competition, workflow disconnects, and erroneous reporting. They require an efficient way to manage oper…
Prospero Suite Wealth Management Software Finartis
Prospero Suite Wealth Management solution is designed and built in Switzerland, a country with a rich history in banking and finance. Switzerlan…
Objectway Technology Objectway
Constant Incremental Innovation Objectway solutions are built on the state-of-the-art Objectway Technology Platform constantly innovated with ad…
CapitalPrivate Capital Banking Solutions
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 Refinitiv
Refinitiv Workspace for Wealth Advisors is designed for relationship managers and wealth advisors within wealth management companies. This next-…
Wealth Aggregation Private Client Resources (PCR)
Originally founded 15 years ago as Private Client Resources (PCR), we have decades of experience serving the wealthiest families in North Americ…
Digital CLM New Access
New Access Digital CLM Solution covers the full workflow and value chain for both the Banker and the FInal Client. It encompasses two interconne…
Avaloq Banking Suite Avaloq
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 Temenos
WealthSuite is an integrated software solution for wealth managers. Its highly scalable technology offers integrated, multi-channel, front-to-ba…
BETA Brokerage Processing Solutions Refinitiv
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 WealthES Fi-Tek
Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management. Deployed over private secured clouds, th…
Objectway On-Cloud Objectway
Adopt business critical capabilities in the easiest way Objectway On-Cloud deploys as-a-service Objectway Platform in private, public or hybrid…
iDEAL Wealth & Funds Credence Analytics
iDEAL Wealth and Funds is a powerful and scalable wealth management & Investment Management multi-currency solution designed to manage Clients i…
Moxy SS&C Advent
Decision to execution. All in one place. In today’s warp-speed world of electronic trading, Advent’s Moxy trade order management system is your…

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