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Investment Advisor Systems

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Find investment advisor and relationship manager systems and solutions listed in our vendor directory. Use our research platform to evaluate advisory investment software for private banks, wealth managers and family offices with analysis of key features and functions to support client relationship managers that focus on the portfolio positions, allocation, performance including pitch-books, client meeting packs, etc.
  • InvestEdge Investedge
    InvestEdge's enhanced Compliance Middle Office Management (CMOM) solution allows wealth managers to increase efficiency and lower costs while st…
  • Wealth Platform Dorsum
    Wealth Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in…
  • Direct for Wealth Management Morningstar, Inc.
    We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsi…
  • Advent Portfolio Exchange (APX) SS&C Advent
    Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm – from executives to portfo…
  • Axioma Portfolio Qontigo (Axioma)
    Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance w…
  • Investment-as-a-Service Huddlestock
    Huddlestock’s Investment-as-a-Service solution enables firms to meet the increasing demand for modern investment experiences. We provide everyth…
  • Objectway Platform - Portfolio Management Objectway
    Delivering Performance to Enhance Client Wealth Objectway Platform is the digital end-to-end solution for Banks, Wealth Managers, Asset Managers…
  • Jacobi Jacobi
    Jacobi is a solution for complex multi-asset investment processes. A typical investment group works with more than two dozen different applicati…
  • Wealth Management Solutions FIS
    Serve the wealthy, emerging affluent, and commercial markets with flexible trust and investment solutions Give your clients anytime access to th…
  • JHC Figaro (Figaro) JHC
    JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • Wealth Portal Dorsum
    Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
  • IFS Onboarding Impact Financial Systems
    IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • IFS Transitions Impact Financial Systems
    As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • Intellect Wealth Qube Intellect Design Arena
    Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • IFS Asset Management Impact Financial Systems
    With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
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