Alternatives to Provisian

NetX360®, a single point for professionals, is designed to help them manage their businesses and provide support to their clients. It focuses on data and analytics to reimagine their client experience. NetX360 can be used regardless of your business model. NetX360 offers many benefits, including improved process flow and global search that makes it easy to find information. It also provides a simplified experience and access to integration partners across a variety solutions for market data and news, research, financial planning and reporting tools. You can take the power of NetX360 with you wherever you go. NetX360 Mobile allows you to work from anywhere, anytime. Access client information quickly and easily, and keep up to date with the latest market developments. You also have uninterrupted access to the most important business functions. Mobile check deposits make it easy to fund accounts quickly.

Summit Wealth is a leading software company that specializes in innovative financial technology designed for wealth managers and financial advisors. The company creates intuitive data-driven platforms to streamline portfolio management, financial planning, client reporting and performance analytics. Summit Wealth's user-friendly interfaces, advanced integration capabilities and focus on personalized advice allow financial professionals to provide exceptional service and deliver personalized advice to their clients. Summit Wealth is known for its commitment to reliability and innovation. It empowers organizations to optimize operations, enhance decisions, and achieve superior outcomes for clients in a competitive financial environment.

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.

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

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.

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

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.

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.

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.

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.

Access our financial simulation engine via flexible APIs to quickly build innovative, reliable and secure wealth experiences. This engine is already powering wealth services at a variety of financial institutions. OutRank enables seamless financial decision-making using simulations of customers' personal balance sheets. Your financial advisors and customers can use the holistic customer journey to help them consider all aspects of their personal finances over a lifetime, while making financial decisions. OutRank API allows pensions providers to create the next-generation pension paths for both accumulators as well as decumulation. It can be used to empower your customers or advisors by providing financial decision-making tools that are seamless, depending on your business model. Our APIs are developed by domain experts who ensure the quality of the underlying models.

Sesame is an integrated investment platform developed by Landytech. It provides asset owners, managers and advisors with comprehensive data consolidation, analytics and reporting tools. Users can aggregate data from multiple custodians, asset classes and complex instruments to get a unified picture of their portfolios. The platform provides institutional-grade analytics for assessing performance, risk and exposure. This allows users to make informed investment decisions. Sesame’s report builder has a drag-and drop interface that allows for the creation and scheduling of visually appealing, customizable reports. The platform also includes customizable alerts that can be set up for compliance breaches or other critical events. This enhances proactive risk management. Sesame's collaboration tools, such as task-management and centralized document storage streamline operational workflows, and improve productivity.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

Provide solutions that reflect the clients' preferences. Automated investment recommendations, enhanced risk analysis and decision support simulations unlock wealth managers' full potential. Automate regulatory controls and reports, streamline investment proposal generation, and increase efficiency. You can get portfolio proposals at the instrument level that are consistent with bank views, client preferences, and asset universe. To determine the best construction for your client's portfolio, stress test or simulate the effect of a switch on it. Identify portfolios that are not suitable for investment and have poor asset class strategic allocation. Get recommendations on the best trades to bring the client portfolio closer towards the target allocation.

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.

Dynamic Planner is the only financial planning system that you need to ensure investment suitability and increase efficiency, as well as to demonstrate value to your clients. Engaging financial plans will ensure that your clients are investing in the right way. Dynamic Planner cuts down the time it takes to review an investment and makes it quick and easy. It is easy to use and onboard. Dynamic Planner's insightful reporting helps firms build client relationships and offer greater value. We would love to discuss how our end-to–end financial planning process can benefit your firm and how we make implementation & onboarding simple. Dynamic Planner's award winning psychometric risk profiling questionnaires can help ensure that your financial planning process is consistent with one definition of risk. It's never been more important to accurately profile your client's risk.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

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.

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.

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.

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.

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

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.

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.

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.

Mobius Wealth, a mobile wealth management app for mobile devices, integrates with your back-end system. This allows you to offer your clients a seamless digital experience across all channels (web and mobile). Mobius Wealth pulls data from your existing systems (wealth/investment/trading platforms and market-data feeds) to create a single, attractive presentation. It follows the highest security standards. It's a native mobile app that can connect to any back end system in the financial services sector. Portfolio monitoring and drill-down capabilities: holdings performance, transactions. Full portfolio analytics, as well as comparisons to model portfolios. Client service has been improved by allowing clients and RMs/FAs to access information. White-labeled to highlight the organization's specific brands and services to clients. Conforms to the highest standards of web and mobile app security.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

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.

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.

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.

You'll grow your business when you simplify financial planning. Instead of focusing on the features and benefits, why not create an interactive planning experience which tells a tale about how your clients achieve their goals? Deliver an interactive experience with clear plans to improve each client meeting and close more sales. Don't lose referrals because your clients don't understand your value. This easy-to-use platform is a great tool for customers. They are more likely refer your firm if they have it at their disposal. Spend less time preparing meetings and more with your clients. Show clients how your investment advice has worked, and you'll build trust faster. Interactive real-time planning can turn a prospect into client in an hour.

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.

Range is a wealth management platform that offers modern financial advice on investments, taxes and retirement, as well as cash flow and real estate. Range is a comprehensive set of services designed for high-income earners, such as executives, entrepreneurs and doctors. It helps users plan for retirement and balance their portfolios. The platform generates thousands of advanced scenarios, taking into account market changes and individual data, to uncover new opportunities and potential upsides. Range uses a transparent flat-fee model with 0% Assets Under Management fees. This ensures clients retain more wealth over time. Users can aggregate their financial accounts into one dashboard that automatically updates, eliminating the need to have multiple accounts and siloed information.

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.

Advisory AI, the first AI-Copilot in the world for financial advisors, offers cutting-edge AI technology that revolutionizes how they create and maintain advisory documents. Financial professionals can automate any document in 5 minutes with our intuitive platform. This saves time and increases productivity. We specialize in automating important reports, such as Annual Review Reports and Suitability Letters. Our technology streamlines the financial advisory process so that financial advisers can focus their efforts on providing exceptional client service, while reducing administrative work. Advisory AI can empower your practice by providing AI-driven solutions that are tailored to the modern needs of financial advisors.

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.

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.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

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.

PureFacts is the best at understanding financial services data. Since over 20 years, we have helped our clients grow revenue, manage expenses, and mitigate risk. Streamline processes, personalize the client experience, and increase revenue. Get more value from data by analyzing it. One of the most innovative AI Fintech or Wealthtech companies in the globe. It's easy to make onboarding, goals-based investment and decumulating smarter and easier. Technology that streamlines processes, personalizes the client experience, and generates more revenue. You can create revenue programs that capture every dollar of value you provide. It's easier to do it with less overhead, and more automated, precise, and repeatable workflows. Hosted, flexible, reliable, modular, and highly integrated platform that integrates with your existing tech stack to provide seamless upstream and downstream data flow.

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.

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.

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.

Private banks can use SpeciVIM to complete their KYC process. It is designed to meet all your business needs and give you all the functionalities to have 360deg views of your client. All client data and interactions are centralized in one software. You can track, manage, track, and follow your client throughout his entire lifecycle, from the traditional on-boarding to the automatic exchange. Specific is made up of 10 modules. This allows you to create a custom-made solution. This software is available for use by all departments of your bank (central file and compliance, client service, etc.). This digital onboarding software was created to automate the process and allow wealth managers to focus on value-adding activities. It has a wide range of flexible functions, including a Decision Tree that allows you to tailor your client's experience based on their profile and needs.

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.

iPM Portal integrates portfolio software and CRM functions. This gives users a complete view of portfolio information, including analytics and contact information for accounts, portfolios, and composites. Our wealth management software portal offers clients access to a cutting-edge digital experience. Wealth management software that can be customized to create dashboards for individual, customized or aggregate-level accounts. Software for portfolio management and investment reporting. Software for investment management and portfolio onboarding. Portfolio data and performance analytics for accounts, including holdings, rates-of-returns, transactions, etc. (investment manager software). Client portal allows clients to access their account information in a secure and informative way. Access to account information, reports, transactions, and other documents via the internet.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

Advanced trust and corporate entity management software. It manages trusts, companies and partnerships, funds, foundations and individuals. WealthWorks+ allows you to control how and where your clients access and manage their wealth. The system can be easily customized to meet the needs of any organization. It also features the most recent advancements, so you can rest assured that your software is always up-to-date. Accessible export options and integrated role-based dashboards make it easier to find the information you need faster.

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.