Alternatives to ReportWa

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.

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.

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

The wealth tech platform is cutting-edge and provides industry-leading capabilities and valuable industry resources. You will be different with your advice, execution, monitoring, reporting, and reporting. Fully digitize your practice to allow you to concentrate on your clients. Providing clients with access to global stocks and ETFs allows you to increase your client's share of the wallet. Portfolio diversification can help you share in the success of global brands and unlock opportunities for you. India's fixed deposits and savings account for 53% of the country's wealth. Investors seek out a safe place to store their funds in a name they can trust. You can increase your wallet share by offering corporate FDs to one of the most trusted brands in India. The stock market is becoming more accessible to clients. Your clients can easily access unique baskets of Indian equities. You should take care of your clients' needs, beyond investing.

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

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

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.

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.

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.

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.

InStream makes planning easier by allowing you to show clients where they are going and how they might get there. InStream gives you the same level of clarity, confidence, and convenience as your clients. Better financial planning leads to better wealth management and stronger client relationships. InStream gives you tools to help you scale and provide consistent, relevant, and timely advice to all your clients. Your morning coffee can build client loyalty. Start your day by reviewing the financial planning needs of your clients and then quickly addressing their concerns. Keep your clients informed and build trust by proactive planning. We go beyond goals-based planning to incorporate academically sound logic and cash flow reporting so that clients can confidently assess their prospects of achieving their objectives.

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.

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.

Fully integrated investment administration platform for third-party administrators (TPAs), wealth management providers, fund supermarkets, wealth managers, building and friendly societies, retail banks, and other financial institutions. Costars is a multiasset investment administration platform that automates and enhances client servicing, sales-channel uptake, and the adoption and management of new products. Costars provides functionality for managing tax and regulatory requirements for underlying investor. All instrument types can be packaged into portfolios. They are available in a variety of distribution channels. You can manage millions of portfolios and positions without scaling issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

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.

We are InvestCloud - a California-based company with a global presence. We are known for our first-class, digital financial solutions that are pre-integrated in cloud. Our ever-expanding collection of digital modular apps allows us to create beautiful client experiences and intuitive operation solutions. Programs Writing Programs is our proprietary method of building platforms, which includes InvestCloud. Clients and third parties can use PWP APIs and/or InvestCloud APIs for custom solutions.

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.

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.

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.

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.

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.

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.

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.

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.

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

Our 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.

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.

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.

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.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.

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.

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.

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

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.

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.

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.

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.

Konsolidator®, automates financial consolidation so you can spend your time generating insights that will add value to your corporate group. Our cloud-based software gives you complete control over your data and reports. It delivers accurate, audit-compliant consolidation every single time. Financial professionals all over the globe are under increasing pressure to provide accurate data, compelling financial reporting, and actionable insights. Modern consolidation is required to meet the ever-changing needs of the finance department. You are wrong to think that financial consolidation solutions must be costly to be efficient and provide high-quality data. Konsolidator®, is the proof. Konsolidator® is a software tool that automates consolidating, produces error-free consolidation and fits within your budget. Eliminate any barriers to efficient consolidation. Konsolidator's subscription-based software is available at a low EUR200 per month and can be used by any size group.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.