Best Investment Management Software for Apiax

Many of the world's most powerful private wealth banks use PM1 to manage their assets globally across multiple booking centers. These reasons are based on PM1's most comprehensive capabilities in the front-/mid office category. It covers all aspects of private banking business lifecycle management. PM1 is the only software that can meet the demands of modern banks, which demand digital supremacy and a human touch. PM1 offers the best interfacing capabilities for integration with core banking systems, order execution system, and many other common applications. Hosting options include on-premise, in PM1 Cloud, or through our partnership with Finstar Open Banking.

Manage portfolios across multiple custodians using readily available data. In compliance with customer regulations and objectives, you can also manage your own portfolios. Assetmax is the leading Swiss software for independent asset managers and family offices. It integrates multi custody portfolio management, client relationship management and invoicing. Assetmax is trusted by many wealth managers and banks. Comprehensive, integrated and sophisticated software solution. Web-based, it can be installed on-premises or in the cloud.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.

Increase customer interaction and consultations, promote proactive customer relations, and increase revenue per customer individually, efficiently, and to the point. Finfox is the intelligent solution for customers, consultants, banks and other businesses. Finfox makes individual wealth planning easy and consistent through intelligent business logic, a consistent data base, and full omnichannel capabilities. All digital and physical touchpoints for consultants and customers. Customers, banks, and consultants all have access to the same data, thanks to uniform business logic, end-to-end Omnichannel capability, and end-to-end business logic. Our corporate blog features experts who discuss current topics and trends in the digital transformation of banking. Get new products and insights straight to you inbox