Alternatives to SS&C Advent

Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.

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.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

Our portfolio management solution, Croesus Advisor, is designed to be user-friendly, high-performing, and innovative, featuring advanced tools that allow wealth management advisors to securely and effectively oversee client assets. With Croesus Central, portfolio rebalancing becomes a straightforward, customized, and seamless process. This solution not only ensures compliance with both client and regulatory requirements but also enhances reliability and flexibility, ultimately freeing up time for advisors to focus on client interactions and business growth. Additionally, financial data can be transmitted easily and securely through Croesus’s application programming interfaces (APIs). Since its inception in 1987, Croesus has distinguished itself as a leading provider in the wealth management sector, earning the trust of numerous brokerages and banks to manage over 1 trillion dollars in client assets. The adaptability of our products to fit various business realities ensures they remain exceptionally user-friendly while maintaining high levels of performance and efficiency. As the industry evolves, Croesus continues to innovate, providing solutions that meet the changing needs of wealth management professionals.

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Wealth Elite is a cutting-edge, white-labeled SaaS platform powered by Artificial Intelligence, designed specifically for India's leading financial advisors. This comprehensive solution includes features such as digital client lifecycle management, robust portfolio reporting and rebalancing tools, business intelligence capabilities, online transaction processing, goal tracking, video KYC, financial planning assistance, and in-depth research resources, all aimed at enhancing the advisory experience. Additionally, it streamlines operations and improves client interactions, making it an invaluable asset for financial professionals.

GeoWealth stands out as a premier financial technology and asset management platform, offering a fully integrated system alongside top-tier portfolio solutions. Our adaptable open-architecture platform, combined with a diverse range of proven investment strategies, effectively meets the crucial needs of both investment advisors and institutional investors, enabling them to enhance their growth and serve clients with greater efficiency. The all-in-one, purpose-built technology platform we offer delivers a comprehensive solution that simplifies complex investment management. By utilizing our expert trading team, advisors can manage their clients’ portfolios with improved effectiveness and reduce the burden of time-intensive tasks through outsourcing, leading to enhanced operational efficiency as they expand. No matter your advisory structure, we possess the solutions and extensive experience necessary to optimize your clients' wealth, streamline your practice's operations, and bolster your profitability while adapting to the ever-evolving financial landscape.

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Asset owners, including those in pension plans, endowments, foundations, insurance companies, and sovereign wealth funds, should consolidate their external manager data requirements into a unified digital platform within the investment office, encompassing areas such as manager research, operational due diligence, ESG considerations, compliance, audit confirmations, and event-driven inquiries. This centralized platform is beneficial for both emerging managers and well-established funds, allowing for the management of standard due diligence questionnaires (DDQs), investment databases, and investor DDQs seamlessly. By fostering collaboration among investor relations, RFP, marketing, compliance, and product teams, organizations can significantly reduce errors and enhance service quality. Whether serving as an OCIO, investment consultant, wealth platform, or fund of funds, it's essential to construct a robust diligence framework that spans a diverse portfolio of fund products, enabling the effective delivery of unique investment options to clients on a large scale. Additionally, this approach not only streamlines operations but also ensures that all stakeholders are aligned in their strategic objectives.

Limina's investment management software streamlines processes for every member of your team, from portfolio managers to those in investment operations, enabling them to save precious time through efficient workflows and intelligent automation. With its seamless workflows and robust automation features, the software allows you to complete tasks swiftly and effectively. Users benefit from customizable dashboard and portfolio views, offering over 300 metrics, comprehensive look-through capabilities, and benchmark comparisons. The system supports efficient order creation and rebalancing processes for single or multiple portfolios simultaneously. Moreover, Limina is accessible from both web and mobile platforms with a minimal IT footprint, offering regular managed upgrades and committed client support, all aimed at minimizing manual tasks, enhancing data reliability, and scaling investment operations effectively. The software provides exception-based workflows that focus on automation, relieving users of repetitive duties and alerting them only when problems arise. Additionally, it accommodates flexible multi-asset portfolios, ensuring that order management and rebalancing are manageable through its intuitive dashboard views. Ultimately, Limina empowers teams to operate more effectively, allowing them to focus on strategic decision-making rather than mundane tasks.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.

Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.

As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.

Advyzon is an all-encompassing cloud solution tailored for wealth management and advisory firms, merging portfolio management, performance analytics, customer relationship management, billing, document handling, client portals, and business intelligence dashboards into a single cohesive platform. This versatile platform facilitates smooth integration with leading custodians and daily data feeds, features a customizable CRM that synchronizes email and calendar activities while automating workflows, and allows for sophisticated report generation that can be tailored with branding and distributed on a scheduled basis. Moreover, it offers secure portals for clients and mobile applications to enhance collaboration between clients and advisors, along with document sharing capabilities. In addition to these features, Advyzon incorporates a rebalancing engine known as "Quantum" for managing trading and models, includes integrated billing management options for various fee structures, and boasts a modular design that enables firms to gradually unlock more functionalities while maintaining a consistent database framework. This adaptability ensures that firms can evolve their services in response to changing client needs and industry trends.

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

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.

Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.

Costars offers a comprehensive investment administration platform tailored for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This multi-asset solution enhances client servicing and boosts sales channel engagement while facilitating the introduction of new products, such as fully automated ISA management. Furthermore, Costars includes essential management features to address the tax and regulatory needs of investors. It effectively organizes various instrument types into portfolios, which can be either wrapped or unwrapped, and makes them accessible through different distribution channels. The platform is capable of managing millions of portfolios and positions seamlessly, ensuring high throughput without facing scalability challenges. With both automated and manual trade entries, it provides current and historical portfolio valuations, automated checks for customer credit and ID verification, and maintains a thorough data and documentation audit trail. Additionally, Costars delivers comprehensive reporting and compliance functions, as well as deal validation, authorization, and pricing, ensuring that all aspects of investment administration are efficiently managed. This all-in-one solution empowers users to streamline their processes and improve overall operational effectiveness.

In 30 nations, investment, wealth, and alternative managers, as well as asset owners and insurers, depend on Charles River IMS for the management of assets totaling USD $36 Trillion. By collaborating with State Street’s middle and back-office services, Charles River's cloud-based front office technology underpins State Street Alpha℠, demonstrating a strategic focus on empowering clients through a unified platform that offers a comprehensive view of portfolios spanning both public and private markets. Additionally, Charles River streamlines and automates the entire investment process across various asset classes, encompassing everything from portfolio management and risk analysis to trading and post-trade settlement, while ensuring integrated compliance throughout. This innovative approach not only enhances operational efficiency but also fosters a more cohesive experience for users navigating complex financial landscapes.

Vestio serves as a comprehensive Wealth and Asset Management Software Solution, aimed at equipping Investment Companies with robust, all-encompassing functionality to enhance their operational efficiency while minimizing costs. The platform integrates advanced risk metrics that allow Portfolio Managers to provide exceptional service quality. Additionally, it ensures adherence to both local and global regulatory standards. As a fully integrated Investment Management Solution, Vestio is tailored for top-tier Investment Banks, making it an essential tool in today's financial landscape. By streamlining processes, it allows firms to focus more on strategic growth and client satisfaction.

CWAN (Clearwater Analytics) redefines investment management with a next-generation, cloud-native platform that connects the front, middle, and back offices into one unified ecosystem. Its architecture eliminates data silos, enabling real-time insights across portfolios, exposures, and cash positions. The platform supports seamless integration with multiple custodians, pricing sources, and asset managers, ensuring consistent, high-quality data throughout the investment lifecycle. CWAN’s GenAI capabilities empower asset managers and institutional investors to automate complex workflows, enhance compliance oversight, and improve strategic decision-making. From risk modeling to accounting and performance reporting, every component operates on a single, reconciled data foundation. Its flexible, open design adapts to evolving market conditions and regulatory requirements, ensuring scalability and long-term reliability. By combining automation with intelligent analytics, CWAN helps firms reduce operational costs and gain faster, data-backed insights. Backed by global credibility and decades of expertise, CWAN powers some of the world’s largest and most sophisticated investment portfolios with confidence and precision.

Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.

Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.

Backstop offers a top-tier productivity software suite tailored specifically for investment managers and institutional asset owners. Designed with the needs of foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms in mind, Backstop delivers exceptional, cloud-based productivity solutions that empower asset managers and allocators to enhance their capital raising and retention efforts, conduct thorough research and portfolio management, and efficiently meet the needs of their key stakeholders. Among its core offerings are Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, ensuring comprehensive support for various operational demands. By integrating these tools into their workflows, users can expect to streamline processes and improve overall performance in the competitive investment landscape.

An All-Encompassing Solution for Your Asset Management Technology Requirements. We provide innovative financial technology and services that offer cohesive, multi-asset class workflow solutions tailored for Asset Managers, Asset Owners, and Service Providers. Our core objective is to streamline the investment process for our clients. Our platform effortlessly combines front, middle, and back-office solutions that are specifically designed for a diverse range of financial institutions, including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By utilizing Nirvana, clients can bring together varied data from numerous counterparties, accounts, and asset classes in real-time, all through a single, user-friendly interface. Additionally, our solution features a middle and back-office service that enables us to assist clients in managing these operations efficiently. With personalized dashboards and integrated compliance features, both Asset Managers and Asset Owners can oversee intricate portfolios from one comprehensive view, facilitating informed decision-making. This holistic approach not only enhances operational efficiency but also empowers clients to adapt to the evolving financial landscape with confidence.

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.

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.

Global Wealth Enterprise Solution, known as Global WealthES™ (previously referred to as TrustPortal), offers a robust and all-encompassing Wealth Management platform designed for both large and medium-sized financial institutions, allowing them to operate with maximum efficiency. This solution provides a complete suite of features that are intricately linked to facilitate seamless processing, resulting in significant scalability and operational effectiveness. The application encompasses a wide array of functionalities, including Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and advanced data analytics for enhanced business intelligence. Additionally, it supports trading through an integrated FIX engine, connecting to over 400 brokers for immediate trade execution and confirmations. With comprehensive reporting capabilities, both internal and client-facing reports and statements, as well as integrated data mining tools, the platform also ensures mobile accessibility across all devices, making it a versatile solution for modern wealth management needs. Overall, Global WealthES™ stands out as a vital asset for financial institutions looking to elevate their wealth management services.

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.

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

Explore a multitude of eco-friendly investment options spanning various asset categories. You can choose to invest in areas that ignite your passion or align with your values. Macroaxis is a cutting-edge yet user-friendly platform designed for personalized wealth optimization, offering tangible benefits through enhanced returns on investment for self-directed and socially-conscious investors. Our service empowers individuals to create effective long-term portfolios that thrive in any economic climate and across diverse markets. Leveraging both time-tested and emerging fintech advancements, we provide investors with an economical digital wealth advisory solution. Join a thriving community of over 100,000 satisfied users who have collectively crafted more than 20,000,000 optimal portfolios with Macroaxis, and enjoy unlimited access to our scalable wealth optimization engine. By choosing Macroaxis, you take a significant step towards aligning your investments with your values while optimizing your financial growth.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.

SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.

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.

MoneyWare is a comprehensive Wealth Management platform that empowers wealth managers to manage their entire business operations seamlessly, from the front office to the back office, eliminating the need for various disparate systems. This platform caters to a diverse array of client segments, including ultra-wealthy individuals, high net worth clients, and both single and multi-family offices. The software suite is designed to be adaptable and tailored to meet the specific needs of its users, addressing aspects such as client management, financial advisory, portfolio oversight, compliance, and comprehensive client reporting and accounting. Additionally, systems like MoneyWare facilitate a range of services, including discretionary, non-discretionary, and advisory options, ensuring that wealth management firms can effectively support their clients’ diverse financial needs. By integrating all these functionalities into one platform, MoneyWare enhances efficiency and streamlines operations for wealth management professionals.