Alternatives to Q4 Wealth Management System

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Leading financial institutions and private banks use SMART for wealth Management to drive their businesses, support their strategies and support their digital transformation. Data is everywhere, and the greatest challenge is the quality. Banking, especially Wealth Management, can be complex and requires you to be proactive, efficient, and pragmatic. It is important to have high quality data. However, not all data is perfect. Data is the result and reflection of our business processes. It highlights our strengths as well as our weaknesses. Data is not perfect and will never be. However, it is important to pay attention to data that has a significant impact on the organization. It is not possible to create a data culture overnight. It takes time and strong leadership from the management teams. Profitability management is built on the analysis and interpretation of accounting transactions.

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.

TCS BaNCS Digital, an enterprise-wide solution, gives your bank customers the freedom and convenience to manage their finances from anywhere. The solution is easily deployable and scalable and can be used for retail and corporate banking (focused on SMBs), securities trading, and wealth management. TCS BaNCS Digital offers a variety of apps for consumers and enterprises, as well as real-time analytics and social media. The solution is based upon a hybrid architecture and responsive website design. To meet the specific needs of financial institutions during their digital transformation.

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.

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.

Choose from over 70+ modules to build your entire front-to back office. Each module is tailored to meet the needs of each client segment. All your key operations, from accounts and payments to legal, risk, and compliance, are handled quickly, reliably, securely, and in a compliant way. Our unified data model ensures consistency across your organization and allows you to scale your operations quickly. Core banking can be implemented in as little as six month with a standard configuration. Your clients can trade cryptocurrencies or your investment office has all the tools necessary to add digital assets into traditional client portfolios. A core platform that reduces risk and saves time can transform your banking capabilities. Your clients and advisors can now trade crypto currencies.

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.

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.

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.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

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.

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.

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.

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.

Streamlining and digitizing your processes can help you achieve operational efficiency that anticipates the needs of your clients. Private bankers and wealth managers can tailor their services to their clients' needs with automated and streamlined processes. Offering alternative investments options (REITs and SRIs, ESG investment, private equity, philanthropy and cryptocurrencies, etc. It is crucial to customer retention and acquisition in an environment where there are many opportunities for diversification of investment services. Face-to-face interaction has become less popular in the relationship between wealth managers and clients. However, bespoke investment recommendations based on risk profile, life goals, and preferences are still a high-value requirement. It is crucial to provide personalised, omnichannel digital services that are tailored to the individual customer throughout their entire lifecycle. This will help them meet their convenience and time-saving needs.

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.

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.

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.

MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.

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.

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.

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.

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.

Garradin, Bravura’s comprehensive private wealth and portfolio management solution, streamlines all aspects of your back office business processes. It gives you the ability to manage all your reporting and administration needs from one system. Garradin, a leading private wealth administration solution, is uniquely positioned to meet the administration requirements of a wide range of investment vehicles including trusts and estates as well as managed accounts, tax accounting, fund accounting, tax, and SMSFs. Garradin's modular, flexible and scalable architecture allows for unparalleled flexibility and operational efficiency. It also supports business growth. Your business can consolidate its systems on one platform to create a platform that is focused on improving customer, business, compliance outcomes. Garradin platform provides you with the most comprehensive private wealth solution.

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.

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.

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.

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.

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.

Banks can digitally transform their portfolio management with QPLIX, an innovation partner. We create new business opportunities and open up new avenues. Your clients will enjoy a cutting-edge digital experience. For your most valuable clients, manage non-bankable assets as well as assets at other banks. You can scale your business and reach more clients using the resources you have. Our digital platform, portfolio management software, brings together all accounts and custodians. It also includes investment guidelines for all asset classes, distribution across currencies and countries, as well as ownership structures. No matter how complex the client's assets are, you can always keep a complete view of them and create valid forecasts and analyses. This allows you to improve your investment strategy and offer the right products, as well as increase your share of your wallet. QPLIX facilitates communication with clients within your team and with external service providers.

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.

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.

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.

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.

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.

A complete loan management solution for digital lenders, with an impressive level of SDK-powered functionality and robust analytics. timveroOS is a cutting edge lending solution for banks. It integrates all processes in a single workflow, allowing them to build, customize and scale their lending business. Our software for loan administration is equipped with a powerful AI-powered analytics platform that allows banks to create better risk and underwriting models, products and marketing campaigns in a controlled and fast manner. The data layer contains 90+ ready to use data providers, and new connections can be made in minutes. These analytics tools, along with the cashflow engine and financial engineering built-in, allow lenders to make executive business decisions 12x faster and increase profits on a loan by 13% annually. Using deep analytics on top automated operations can improve banking efficiency.

Connecting Fintechs & Banks. To embed a complete range of banking services, including account opening and payments to cards, you can use Treasury Prime APIs. For Fintechs. You can get to market quickly with a pricing model that makes financial sense. Treasury Prime is 5x more efficient and less expensive than doing your own integration. Check out our products. The most comprehensive range of banking services. You get the full range of banking capabilities and the custom reporting you need to run your business. Great developer experience. The best documented and easiest-to-use API. Direct relationship with your bank Banking services are the backbone of your business. We work with multiple banks to ensure you have the right bank partner. For Banks. Unlock new growth channels New banking relationships can drive deposits, increase transaction revenues, and build noninterest income without changing any systems. 50% lower deposit acquisition cost. Commercial accounts can be opened in just 2 minutes, instead of 2 weeks. 30% more deposits.

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.

Doocat Banking will take your customer experience to a new level! Doocat Banking is a solution that will help you migrate your banking services into the digital world, and it's tailored to your customers' needs. It can also be personalized for your bank. Doocat is an innovative multi-functional solution designed to elevate the customer experience. The application's intuitive design and smoothness will allow users to perform basic banking operations with just a few clicks.

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

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.

A wealth management solution that is fully customized to meet your business's specific needs. Our application is designed for all levels of management and provides comprehensive tools to manage administration and compliance of individuals, partnerships, companies, and other complex structure.

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.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

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.

Flexible API technology allows for unique wealth management services. aixigo's Wealth Management Platform offers our high-performance aixigo.BLOXX. This can be combined with API technology to create new services. Financial service providers have the freedom to create wealth management services that are tailored to their needs and preferences, as the composition of aixigo.BLOXX can be completely customized. Serves to authenticate a user's identity. This is used to analyze financial products, portfolios, benchmarks, and other data based on historical and current market and portfolio data. Identifies potential risks, such as price fluctuations or economic developments. This interface allows you to display and analyze portfolio data. This allows for the selection and aggregation financial products, building blocks, benchmarks, portfolios, and model portfolios as well as the management of reports.

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.

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.