Alternatives to Fundpath

Create unique digital experiences based on real-time financial insights and data. Access a write once read many data feed for all major custodians and leverage plug-and play white-labeled functionality for billing, reporting, etc. Create new distribution channels to unlock the true growth potential of your firm. Streamline your back-office operations through automated reporting and simple fee billing. BridgeFT's WealthTech API is the only multi-custodial, API-first platform that was built by developers for developers. It streamlines development and keeps up with the latest technologies. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial assets held away and 3rd party data aggregation.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Bincentive is a digital asset platform. Bincentive is a platform that provides the most up-to-date trading and security experiences. We are committed to bridging traditional finance and digital assets. Everybody deserves the chance to make a living as a professional by using simple, safe and innovative wealth management tools. Reputable accounting firms audit Bincentive's real-time transactions. We have provided product services and strategies to over 10 internationally renowned exchanges and institutions. All investors can benefit from our wealth management products.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

The Cheetah Wealth management platform gives you all the tools you need to manage your wealth. This is the best way to work and it's why we have over 250 clients. Cheetah Wealth Management's vision is to rethink the way trust accounting systems can use current technologies and provide an intuitive and efficient mobile solution to the Wealth Management Industry. Cheetah was built from scratch using modern technology to provide a flexible, extensible, and scalable Wealth Management solution. Accutech Data Exchange, (ADEX), delivers accurate market analysis and asset pricing directly to Cheetah wealth management. Your data should not be kept secret. The Cheetah API handles information requests and returns data back to the requesting system. It can also process requests for new data to be stored or updated in the Cheetah data base.

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.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

Our portfolio management solution Croesus Advisor is user-friendly, innovative, and high-performance. It features advanced tools to secure and efficiently manage client assets for wealth managers. Croesus Central allows for seamless, customized, and straightforward portfolio rebalancing. It is reliable and flexible, allowing you to spend more time on client-facing activities and business development. It also ensures compliance with regulatory and client constraints. Croesus's application program interfaces (APIs) allow you to send financial data securely and easily. Since 1987, Croesus has been a leading provider in the wealth management sector. It's not surprising that banks and brokerages trust us to manage over 1 trillion dollars worth of client assets. Our products can be adapted to your needs without compromising performance and efficiency.

It is designed to meet your requirements. Exceed your expectations. Consolidating multiple platform relationships can help you gain significant operational efficiencies in your wealth business. You can then operate your own multi-asset, cross-currency investment platform. You retain complete control over your client proposition by establishing your own brand, investing solutions and paying your own platform fee. Reduce the administrative overhead and adviser support burden of other platform providers. Our technology is ours to control and we drive the highest level of automation across the platform. Our flexible APIs enable us to quickly and electronically exchange data with external parties on a 2-way basis. This is crucial for reducing the dual-keying burden that your business must bear. The platform provides a 2-way interface to Intelliflo Office that allows wealth businesses to electronically submit all clients.

Automate portfolio reporting, accounting and taxation with a turnkey solution that only requires minimal IT support. Wealth management is a relationship-based industry. There's no substitute for spending time with clients. Axys®, SS&C Advent's automated portfolio reporting and accounting software, allows firms to do more in a shorter time. It has a large library of pre-defined reports and easy customization. Axys is part of the powerful Advent Investment Suite. It will increase productivity, improve accuracy, provide a clear view of portfolios and their performance without disrupting your existing infrastructure. Automated reconciliation of trade data, settlement data, transactions, and positions. Portfolio management solutions from SS&C Advent are industry leaders and provide speed, accuracy, flexibility, and efficiency for all your accounting and portfolio management functions.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

The cloud hosts the front-to-back intelligent, modular platform that is designed to meet the growing wealth management innovation demand. We have 30 years of product innovation and experience. This platform will help you overcome today's challenges and take advantage of tomorrow's opportunities. Smart client management solutions will help you be more efficient in your day-today tasks, better serve clients, and increase your revenues. 360deg view of client information, investments, assets, relationships, document storage, and tracking. Integrated digital capabilities can increase prospect conversion and strengthen client relationships. Smart KYC capture that adapts to each client type and integrates AML scoring engine reduces the time it takes to onboard. Omnichannel processes make it easier to manage clients and reduce complexity. Increase advisor productivity and improve process efficiency

Envestnet's multiportal platform is a unified network that focuses on improving wealth management. We bring together data from all our networks to provide actionable, thoughtful intelligence that can help clients grow and achieve better outcomes. Our portals provide complete solutions that can be accessed anywhere and cover all aspects of the advisory process. Advisor portals integrate with high efficiency and focus on client-focused efforts. This reduces time spent on administrative tasks. Our manager portal allows third-party strategists to manage client portfolios for advisors. Managers can also use enhanced analytics and reporting to make better distribution decisions and gain greater insight into their book of business.

We provide wealth managers and clients with powerful, secure, and affordable wealth management software. This software is fit for the next generation. Explore a suite of tools designed to transform complex tasks into intuitive interactions, allowing you to take every interaction as a step toward financial brilliance. Performativ helps clients in the entire wealth management industry. Performativ offers a comprehensive wealth management solution that is front-to back and has robust technology capabilities. Performativ integrates seamlessly with custodians, reducing costs and increasing efficiency. Performativ's intuitive portfolio management saves time by simplifying the management of a large clientele. Advisors can create customized reports to meet their specific needs, improving communication and satisfaction with their clients.

Our unified digital platform for wealth management will improve automation and advisor efficiency. Deliver a more connected experience in digital wealth management. We'll help you find the best solution for your main challenge. Your advisors will enjoy a unified and complete digital wealth management experience. We provide a complete and unified platform to manage digital wealth. Manage the wealth needs for all advisors and customers across all lines of businesses, from investments to banks to insurance, using a comprehensive platform integrated with your existing technology footprint. Data that is inconsistent and disconnected cannot be used to make decisions or produce results. We use a proprietary approach in order to simplify and unify data. Our intuitive applications accelerate your time to market, enabling you to make smarter and faster decisions. We combine our wealth management expertise with enterprise software to deliver innovative solutions tailored for your business.

Etops enables digitalization processes in the financial industry. Our solutions cover all aspects of the value chain for private banks, asset managers, family offices, pension funds, and family offices: from lead generation and CRM to portfolio management and compliance.

Wealth Intelligence (WIN), a suite of integrated wealth management solutions that covers the front, middle, and back offices. The integrated Wealth Intelligence system allows asset and wealth management firms to manage their entire business life cycle from one platform.

Our modular architecture and unified api provides all the building block to quickly assemble, test, and deploy your digital wealth product. We offer scale and resilience to firms of all sizes, with integrations opening up new distribution channels. We reduce costs for service, maintenance and change management, allowing you to spend more money on client acquisition. We help you meet the changing needs of a multigenerational clientbook through product expansion and omnichannel servicing. We plan to offer a feature set that is extensive, coupled with pre-built connectivity to a market of specialist service providers. This will allow wealth managers to do even more on a single platform.

Our clients are empowered to deal with the challenges of working alongside multiple advisers. Our wealth management software allows you to manage existing relationships better and create new ones. DigiPrima is a revolutionary wealth-management solution that allows you manage all aspects of your client's financial lives, including succession planning and wealth protection. Our software solution monitors client money flow, assesses risk and analyzes data to inform clients in real time. Create a digital customer service experience that empowers wealth managers with end-to-end visibility. A single portal for money managers to report issues and automate the feedback process. To protect assets, integrate governance, risk and compliance across your organization. Software development company that is trusted worldwide. Our customer relationship management software streamlines and organizes client information.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

Aladdin Wealth™, a market-leading platform, is transforming wealth management. We are using the same portfolio and risk analysis technology that BlackRock and other sophisticated institutions worldwide to transform wealth businesses and change how advisors interact with individual investors. With comprehensive and insightful data, you can stay on top of your business and identify trends so that you can manage effectively. A holistic approach to client engagements helps you simplify complex client needs. Each client is unique so we can personalize portfolios to suit their needs. Using powerful tools to engage clients, and help them reach their goals, you can accelerate and scale your business. It is crucial to understand what's going on in your company quickly and thoroughly. Aladdin Wealth™, analytics that covers all your businesses, locations and functions, is available to you.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

Better reporting, billing and invoicing, trading and balance, client engagement, financial data processing, and business intelligence for wealth managers. Blueleaf is a combination of communication, automation, and reporting technologies that creates a system that is powerful yet simple to use. You will get simple, customizable insights that will impress on both the assets and business you manage. Develop relationships with prospects and clients and communicate important information in a way that everyone understands. Automated delivery, billing, and account maintenance can help you save time and increase efficiency.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Leading wealth management firms use HiddenLevers Advisor Platform for clients to assess risk tolerance and stress test portfolios. The platform also allows them to make recommendations that reduce risk while achieving future goals. Advisors can create branded proposals that include risk tolerance, fee assignment, stress tests, style breakdowns, sector breakdowns, and more. HiddenLevers offers true business intelligence to C-Suites of Financial Institutions. It monitors risk to assets (AUM), clients and revenue. It also provides insight into individual advisors' books of business. Executives can manage complexity and growth in real time with customizable monitoring and visualization of risks, asset flows, and asset drift.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

A comprehensive front-office solution allows you to manage models, rebalance accounts and monitor portfolio drift. You can also adjust strategies faster and more efficiently. You can leverage a cloud-based solution to optimize your portfolio management, order creation and trading workflows, regardless of whether your firm manages individual wealth or institutional assets. Advent Genesis integrates with Moxy to provide seamless access from trading decisions to execution. You can expand into new markets, new areas, and new business lines with confidence. This will reduce operational risk and increase efficiency. You can drill down into the details with powerful dashboards that provide information such as status updates, exception and status updates, strategy drift, cash activity, and model level drift. Management views make it easy to organize and control oversight and controls, and review trade proposals before approving them for execution.

Total Bank Solutions combines industry knowledge, superior business processes, and proprietary technology to provide flexible wealth management solutions. Cash investors have the option to receive extended FDIC insurance. Participating banks also have a stable, diversified, and cost-effective source of deposit funding. It supports reciprocal deposits being placed as part of a single integrated deposit sweep solution. TBS is a leader in insured deposit programs, with more than $80 billion in assets under administration (AUA). TBS Loan Management System (TBS) is an end to-end, securities-based lending platform that connects banks and intermediaries with excess lending capacity to their clients. Advisors and banks now have the ability to offer competitively priced lines of credit that are securities-based. These lines of credit offer lower rates and tax incentives than home equity loans.

EY Nexus for Wealth and Asset Management (WAM) is a business-transformation platform that accelerates innovations, unlocks value within ecosystems and powers frictionless experiences for customers. It helps you to push the boundaries of your new ideas and services quicker in order to meet customer needs. EY Nexus is a suite of technology components which are easy to build and adapt. These components integrate seamlessly into existing systems to meet key customer needs. You can also use the EY Nexus platform to evolve your products and service. It is a flexible, cloud-ready framework that has ready-to-use technology assets within a curated ecosystem of partners. Financial advisors have access to a dashboard that is updated near real-time and can quickly determine when clients are not meeting their personal investment goals. They can then adjust their portfolios accordingly.

The Q4 Wealth Management System (Q4) allows you to model, analyze, and report on your business. Reporting on your business can be done at any level of the organization, including top-of-bank reports and division officer reports down to the account level. All reports and analytics are supported by robust data at the lowest level of detail. This includes the assets for each account. This allows for maximum accuracy in fee modeling and absolute balances to bank systems. You can identify profitable and non-profitable relationships by measuring profitability. This will give you the insight to negotiate aggressively, reduce discounts on unprofitable relationships, as well as protect your business's profits. You can easily compare revenue and expenses for each product, region or relationship officer.

Advisors can focus on their clients by having access to structured investment, annuity and target return ETF options. Our multimedia educational resources include short-form videos and PDFs that can be used to share product knowledge with clients. Comprehensive asset-class education is available for all levels of advisors. It includes product-specifics and introductory basics. Advisors can self-pace their certification process and have real-time supervision from home with the help of custom compliance tracking and supervisory software. Automate and integrate to deliver products--and product education--seamlessly to wealth management firms and financial professionals, in real time. You can increase efficiency through streamlined education, compliance oversight, and direct connection to a central product repository.

Flexible to your business's needs. Independent of banks or asset managers. Ready-to-use immediately It combines regulatory compliance with the highest level of IT-security. Digitize your business model and find new revenue streams. Digital offers that are state-of the-art will increase customer loyalty. Our technology can be customized to your corporate identity. You can promote your wealth management strategies without losing touch with the customer. You can choose which investment products to offer with our modular platform. WeAdvise is not affiliated with any product manufacturers or banks. We can also integrate your preferred partner bank upon request. With the help of our scalable plug-and-play-platform you do not lose time-to-market. Our development and operating costs are lower than in-house development.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

A trusted and customizable financial advisor platform! Wealthbot is built on open-source principles and allows you to have complete control over your wealth management system. Wealthbot's automated customer-on-boarding solution will save you and your company valuable time. Wealthbot has developed an automated, in-house rebalancing platform that allows you to stay within your client's risk tolerance. Wealthbot has created a custodian integration. Because they have layers upon layers of technical and physical security controls, we let big banks handle cash. Create your own portfolio models. Wealthbot allows you to assign clients with a certain risk score and pre-built portfolio models. Wealthbot uses the same 128 bit encryption as banks. Wealthbot does not directly handle client assets as they are held by your custodian.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

Savvy combines real-world financial expertise with technology to give you more freedom and peace. We are building technology-driven financial management to provide you with a seamless view into your entire financial landscape. We do it with the help of investment team talent who conduct regular portfolio reviews to aid your advisory team in achieving your financial goals. Our technology streamlines the entire process, from onboarding to performance reporting, so that your advisor can spend more time with you. Savvy’s team is made up of exceptional and experienced financial advisors from across the US. Streamline your financial life by utilizing client services that provide a seamless and efficient experience. Savvy provides a range of financial services, including retirement planning and estate planning. It also offers tax strategies, alternative investments, direct indices, net worth tracking and the ability to view all your accounts.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

Data-driven insights for wealth managers and executives. PriceMetrix is a wealth management platform that helps wealth management firms to grow their businesses in hundreds of dimensions. It uses the largest retail wealth-management database in the world. PriceMetrix brings together the power of industry data with advanced business intelligence in one platform. Our partners include wealth management firms and financial advisors. We help them improve their productivity, client experience, decision-making, and efficiency, while also identifying growth opportunities and pursuing them. We give clients instant access to industry best practices to help them build a healthy and growing wealth management business.

Wealth in a Box, an agile platform that integrates front, middle and back-office technology solutions, streamlines wealth management and reduces costs. The platform's five-layer architecture makes it ideal for managers looking for innovative but sophisticated wealth technology solutions that will help them deliver exceptional service to UHNWI and HNWI clients.

A modular and comprehensive platform will help you accelerate the growth of your wealth management company. The WealthMapper platform allows you to leverage a wide range of partners in our ecosystem to offer new retail wealth management services. The modular digital toolkit uses the most recent developments in technology and distribution to accelerate innovation and speed time-to-market. WealthMapper allows you to provide seamless services that give you a complete picture about your customers' wealth, their available assets, and the actions they should take. We can provide end-to-end wealth management services, including flexible customer-facing services and robust, market-leading back office solutions. WealthMapper is a pre-integrated, best-in-class solution and service that accelerates financial service providers' growth. It is a tool that allows consumers to see, access, and take action on their finances.

Automate your wealth offering using our all-in one solution. Our products are regularly tested by wealth management experts and can be relied upon by your investment advisors, portfolio managers, or relationship managers. You can create customized investment strategies for clients using a single platform. This ensures consistency across all departments. Automated risk analysis, monitoring, and reporting increase your control over the entire investment process. Avaloq Wealth supports the management client relationships by providing a 360-degree view of clients and a shorter onboarding process for new clients. Maintain consistency across all front and investment offices in client relationship management and investment strategy. Automated identification of new sales opportunities will increase your productivity. Automating compliance tasks and manual processes can save portfolio managers time. Use client-ready, user-friendly software that has been developed and tested.

We offer wealth management as a service. A sophisticated platform that seamlessly integrates into your business can help you expand or modernize your wealth management delivery. Enabling modern wealth management delivery. OneVest can help you go to market faster, whether you are modernizing legacy programs or launching them for your first time. You can integrate wealth services into your platform to reduce overhead and get up-and running quickly. With an end-to-end platform, you can offer a modern customer experience. OneVest services can be embedded into your applications to provide a modern wealth management experience for your customers. You can create a custom wealth management experience with our API, which is easy to use by developers. You can make OneVest's wealth platform your own, without having to create it yourself. You can showcase your brand with web or mobile apps that let you get to market quickly. You can seamlessly manage wealth with your existing back office.

The world of wealth management is complicated and demanding. From client relationships to compliance to reporting to rebalancing the portfolio, there are many things to consider. The Black Diamond®, Wealth Platform allows you to spend the time that you need to help your clients navigate their entire wealth journey. It's easy to provide a modern, sophisticated client experience with intuitive dashboards, robust functionality and smart integrations. Access a configurable portfolio dashboard to give clients a personalized, on-demand view of performance, projected income and allocations. You can also provide a summary of activity summary and activity summary. Two-way, secure document vault makes it easy to send, store, and audit files (such as custodial statement) in one place. Outside account aggregation allows you to review net worth information, and create detailed balance sheet reports.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

In today's dynamic, fast-paced business world, you need a flexible and efficient advisory. Thomson ONE Wealth provides a complete front to back-office workflow solution, allowing firms to scale and adjust with ease and agility. Keep up-to-date with market developments so that you can quickly assess any impact an unexpected event may have on your book of clients. LSEG's content is unmatched in its depth and breadth, allowing you to create simple talking points and discover patterns. Use the wealth tools to develop winning investment proposals or the book management and customer reporting tools to find insights and strengthen existing relations. Thomson ONE Anywhere allows you to stay connected on the move and on top of market trends. Thomson ONE allows firms to combine client data, market information and their own applications in order to unify workflow.

Better client and business outcomes Investments that meet the needs and preferences of each client. Superior service, both advisory and discretionary, that is scaleable and exceptional. You don't have to own the technology or expertise you need. From onboarding to daily operations. Financial professionals can rely on us for investment technology and services that simplify their work. Investment management is a straightforward business that focuses on helping clients achieve their goals and investing their money. We want to keep it that way. Evooq assists wealth and asset managers to strengthen their offerings and operations so they can achieve better results for their clients and businesses. Financial professionals can access investment technology and services that simplify their work. We are based in Switzerland and work with wealth management companies around the globe.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

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.