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This platform for financial wellness offers tailored solutions to meet unique business needs. It allows users to create tools that provide detailed financial projections through its APIs. The white-label planner allows for comprehensive DIY financial planning. Interactive calculators can also be integrated into websites in order to engage users. The platform emphasizes classes and educational programs to boost financial literacy and confidence. Financial professionals can work closely with their clients using advisor tools. The platform's holistic strategy includes the Financial Projection Engine for comprehensive financial computations. This makes it easy for individuals and businesses to make informed decisions regarding their money and time. The implementation is easy, whether you use customizable planners or an API. This ensures seamless integration with the business's goals.

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.

Our compliant, holistic financial planning software allows you to make credible plans for your customers' future based on an in-depth understanding of their current situation. The intuitive user interface guides the collection of income, expenses, assets, and liabilities in one place. You can cover all variables with retirement and insurance needs projections. Save time by accepting, rejecting or modifying platform-generated recommendations. Use the regularly updated assumptions or customized assumptions to align your firm's policy. Our report templates are customizable to meet the needs of your clients. Add personalized, detailed content to each section of the report.

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.

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.

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.

Envestnet MoneyGuide aims to make goal-based financial plan efficient and approachable. We offer easy-to-use tools for financial planning that allow advisors to customize their services according to the needs of their clients. MoneyGuidePro® is a financial planning tool designed with advisors in mind. It provides sophisticated solutions, smart assumptions and helps advisors navigate complex financial elements. MoneyGuideElite (sm) is a planning solution that allows advisors to visualize income distribution, tax planning strategies, lifetime protection strategies and the benefits and tradeoffs associated with annuities. We offer a variety of brochures, videos and questionnaires to help you communicate with your clients effectively and gather the information needed to create a plan. Our marketing storefront allows you to customize print documents with your logo and contact information.

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.

Equisoft/analyze is a comprehensive tool for advisors that allows them to analyze their clients' wealth and allocate assets. Our proprietary 4-step approach aligns recommendations to investors' risk profiles. Over 20 different institutional-grade analytics metrics can be used to address suitability and know-your-product guidelines. Analytics are based on reliable third-party providers of data (and your own custom data feed), and can include mutual fund, ETFs and SMAs. They can also include stocks, segregated accounts, variable annuities, and segregated funds. Analysis variables include account inflows/outflows and distributions reinvestment. Rebalancing thresholds and account tax status are also included. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate critical illness, disability, and life insurance assessment using guided workflows.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

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.

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.

Every industry has brands that are constantly looking to innovate and be more central to our lives. We help financial institutions enhance their customer experience by sourcing third-party service providers. additiv empowers consumer brands to enhance customer value propositions and grow revenues with seamless and highly-contextualized financial experiences. Additiv is the glue that connects you to all the underlying capabilities required to provide seamless and contextually rich financial experiences. Everything you need to orchestrate financial services. Technology, open ecosystem, expertise and legal framework. Ongoing support. You will be a strategic partner throughout the orchestration process, including from the definition of your business model to its execution. You receive fully-fledged, ready to run, end-to–end financial experiences that are seamless and contextualized.

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.

CREALOGIX's digital hub is a platform that enables integrated digital banking engagement. It allows banks and wealth management companies to meet the growing digital demands of their customers and implement their growth strategies. Our suite of solutions for financial services and digital banking will accelerate your digital transformation. A modular SaaS solution brings you closer to your customers and delivers a personalized digital experience that accelerates digitalization. Financial institutions can now have next-generation customer interactions. This will be possible through personal, intelligent, and engaging communications across all channels. You can increase your efficiency by using an easy-to use portal that provides fully compliant digital processing for funding throughout the entire lifecycle, from application to review and payment.

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

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.

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.

Summit is intuitive, mobile, and grounded in wealth-psychology. It helps you connect your clients' wealth with their values and purposes. Summit's Abundance Engine, atomic design and purpose-built platform are powered by the Abundance Engine. This aligns the platform with your and your clients' future needs. Summit's AdvisorOS is a serverless platform that is fully API-driven. It responds to your ever-changing practice needs. Summit AdvisorOS is a result of our work with advisors to develop innovative solutions. We are grateful and excited to be able introduce it. We began this journey in the last quarter of 2019 with the goal of building a modern platform that would have a significant positive impact on wealth and to create a company that reflects our vision for the future.

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.

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.

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.

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.

Keenai transforms wealth with intelligence, where expertise meets innovation. Keenai redefines the future of wealth-management, where human intelligence and AI-driven intelligence combine as Augmented Intelligence. This powerful combination provides smarter insights and uncovers potential that others may have missed. This unique combination of human intuition with technology empowers global investors and advisors in making better, more confident decision. Each member of our leadership team has over 20 years experience and brings unmatched expertise to each decision. Together, we promote a culture of continuous learning and growth. We draw on decades of collective experience to drive innovation and achieve success. Keenai Wealth is our wealth management app. It offers bespoke investment options, backed up by deep insights, and tailored to meet the needs of global investors. Keenai Pulse can help you gain a competitive edge.

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.

Provisian is a platform that makes it simple to create a financial plan, communicate financial advice and manage risk. Simulate market conditions in order to manage risk and take informed decisions. Integrate Provisian seamlessly with over 11,000 financial organizations. A comprehensive platform for collaboration with clients and tracking performance. A responsive team is at your fingertips and available wherever you are. Stay in touch with clients by using a comprehensive financial report that is designed to predict outcomes and minimize risks. This will help you make more informed decisions. Simplify client communication with a centralized platform and intuitive reporting. Create an investment strategy that is tailored to the risk profile and goals of your clients. Visualize and control assumptions that drive each projected result. Monte Carlo simulations will help you make informed financial decisions. Run thousands of simulations to determine the most likely outcomes.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.

You can create unlimited professional reports by yourself. Automate reports using rule-based automation. For compliance purposes, archive reports Do you spend too much time making last-minute changes to the report or planning months ahead to create a new performance report. Editing reports can be a pain. It takes many days and requires expensive report-writer tools. Are you stressed about handling sensitive data? Or dealing with inconsistent data? Although it is easy to send reports, making sure that data is correctly set up takes a lot of time. Audit means that all other work stops. Audits by SEC/FINRA come with a lot of pressure. Important documents that clients have sent cannot be found in emails or files during audits. Client experience and communication are the most important aspects of wealth management for financial advisors. Reportwa, our full-featured wealth management reporting tool for advisors, aims to simplify reporting.

VestmarkONE®, a platform that simplifies the creation and management of highly-tailored portfolios, can help wealth management organizations and their advisors deliver better outcomes for investors. Our trust is earned by the most respected wealth management firms. Support hundreds of thousands of households. Reduce inefficient legacy systems, and allow advisor efficiency and scalable customization. You can tailor your implementation and adjust the dials to create a solution that meets your needs and objectives. You control the software and services you choose. Even the smallest relationships can benefit from sophisticated solutions. You can enable fixed income modeling, options strategies and UMAs.

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.

Our API provides elegant user experiences. Leading investment advisors rely on AdvisoryWorld web-applications for their wealth management workflows. You can search for and analyze investments using dozens of criteria, such as asset class, manager tenure, performance statistics, and style detail. Compare and contrast investments based on diversification and performance-based statistics such as Asset Allocation, Hypothetical History Performance, MPT Statistics (e.g. Standard Deviation, Sharpe and Beta, Alpha), Duration, Expense Ratio and Hypothetical Historical Performance, MPT Statistics (e.g. Easy to create customizable Asset Fact Sheets and compare them side-by-side. With the help of financial modeling tools that are institutional-grade, you can build and analyze portfolios. The interface is lightweight. Examine the impact of fees & sales charges, dividend reinvestment, and capital gain reinvestment on portfolio growth.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.

A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend. We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors. Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process. Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.

To create compelling reports, combine client accounts with custom integrations. This will allow you to show your clients what your expertise can do for them. To demonstrate how your recommendations would affect a prospect's wealth, you can use hypothetical sales illustrations to show details such as withdrawals, investments, reinvestment dividends, taxes, etc. You can match your client's goals by creating firmwide strategies that help them reach their financial goals using investment models, lists, strategies, and other strategies. To illustrate the potential success of different strategies, you can run Monte Carlo projections. Morningstar Goal Bridge allows you to have goal-based conversations with clients and then quickly link those goals to an easy investment plan in a simple but powerful workflow.

Mezzi is an innovative way to build wealth, and gain insights that are usually reserved for expensive wealth advisors. Mezzi allows you to keep all your investment accounts, while using its personalized steps to reduce fees, increase passive income and optimize your portfolio. Smart investing means having all your investments in one location. Compare performance and allocations between your different accounts, and start optimizing. Mezzi's tips will help you rebalance and invest your extra cash. Managing investment taxes can be complicated. Mezzi's AI-powered suggestions and advanced calculators make it easy to save money on taxes. Mezzi's AI will suggest cheaper funds with similar exposure, so you can save thousands of dollars in fees. Your privacy and security of your data is paramount to us at Mezzi. You can be sure that your data will remain yours. We will never sell your data to third parties.

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.

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.

Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.

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.

The solution has been used by a large number of customers over the past decade. It is well-known for its extensive range of business lines and rich features. The solution covers all aspects of investment management operations, from front office features such as pre-deal analysis, real time portfolio position and cashflow tracking, profitability monitoring, deal settlements, corporate actions posting, MTM valuation, accounting, and NAV generation. FundSense - the business insight tool - makes it easier to make business decisions faster and more collaborative. Drag-and-drop makes it easy to integrate data from multiple sources. In order to make informed decisions, users can create and view interactive dashboards and data visualizations. Fund Sense provides rapid analytics and an associative user experience right from your desktop.

Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.

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.

BITA Wealth is a powerhouse for wealth management, supporting advisors and investment teams, as well as governance divisions. BITA Wealth provides a better experience for clients and advisors through enhanced insight, efficiency, oversight, and control. BITA Risk® has a client AUM of more than PS160bn and is part of the corfinancial™ group. BITA Wealth is an award-winning, innovative software designed for wealth managers with high net worth and ultra-high networth. BITA Wealth gives investment teams, managers, and governance divisions the tools they need for controlled growth and development of their businesses. BITA Wealth is suitable for wealth management companies, broker-dealers and private banks. It also works well with trust companies, family offices, and trust companies. Multi-dimensional investor profiling that considers risk, suitability, ESG characteristics, and preferences. Then, systematically matching these to an investment proposition for a firm.

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.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

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.

Plan your retirement without the guesswork. WealthTrace provides the most accurate financial forecasts and allows you monitor your investment holdings. Don't let your retirement be a matter of chance. WealthTrace allows you to take control of your retirement. You can find out if your finances are sufficient to retire comfortably and what you can change to improve your financial situation. Link all your investment accounts to track and monitor your holdings and balances. Your accounts will be updated every day. This allows you to track performance and transactions, fund fees, investments balances, etc. The latest security measures ensure that your data is secure. As you alter your assumptions, you can watch the financial projections change live. Instant feedback on changing assumptions such as savings rates, retirement dates and expenses, withdrawal orders and more. Find out what your optimal withdrawal rate is and how much money you need to set aside for retirement.