Alternatives to WealthTrace

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.

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

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

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.

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.

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.

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.

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

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

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

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.

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

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.

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.

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

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.

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.

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.

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.

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.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

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.

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.

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

Automate your wealth offering using our all-in one solution. Our products are regularly tested by wealth management experts and can be relied upon by your investment advisors, portfolio managers, or relationship managers. You can create customized investment strategies for clients using a single platform. This ensures consistency across all departments. Automated risk analysis, monitoring, and reporting increase your control over the entire investment process. Avaloq Wealth supports the management client relationships by providing a 360-degree view of clients and a shorter onboarding process for new clients. Maintain consistency across all front and investment offices in client relationship management and investment strategy. Automated identification of new sales opportunities will increase your productivity. Automating compliance tasks and manual processes can save portfolio managers time. Use client-ready, user-friendly software that has been developed and tested.

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.

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.

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.

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.

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

Asseta is an AI-driven platform designed to simplify the financial management of family offices by providing powerful tools for wealth tracking, accounting, and reporting. The platform enables users to efficiently manage diverse portfolios, track investments, and oversee cash flow and multi-currency transactions in real time. With seamless integration with systems like QuickBooks, Bill, and Ramp, Asseta centralizes data for easy access and analysis. It also automates financial workflows such as bill payments, allocations, and month-end closing, ensuring greater accuracy and time savings. Tailored to meet the needs of growing family offices, Asseta enhances financial visibility, simplifies complex reporting, and supports scalable operations.

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.

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

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

Fundment was built to help you transform your retirement and investment capabilities. We want to help you achieve what clients want with their money. Access to an extensive MPS market and powerful advisory portfolio management capabilities, no matter how you manage your portfolios. Our modern technology helps you to work efficiently and productively. It includes automated account openings, digital drawdowns, and straight-through processes. We are accustomed to anticipating the needs of advisers, listening to your feedback and delivering on it. Faster migrations through bulk uploads of client data and illustrations plus digital document processing. Integration with your preferred cashflow and back-office model providers. Agile and nimble technologies are driven by your requirements, not by competing demands from providers using the same technology. Bulk client data uploads, digital documents and document processing are included to speed up migrations.

A modular and comprehensive platform will help you accelerate the growth of your wealth management company. The WealthMapper platform allows you to leverage a wide range of partners in our ecosystem to offer new retail wealth management services. The modular digital toolkit uses the most recent developments in technology and distribution to accelerate innovation and speed time-to-market. WealthMapper allows you to provide seamless services that give you a complete picture about your customers' wealth, their available assets, and the actions they should take. We can provide end-to-end wealth management services, including flexible customer-facing services and robust, market-leading back office solutions. WealthMapper is a pre-integrated, best-in-class solution and service that accelerates financial service providers' growth. It is a tool that allows consumers to see, access, and take action on their finances.

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.

Bincentive is a digital asset platform. Bincentive is a platform that provides the most up-to-date trading and security experiences. We are committed to bridging traditional finance and digital assets. Everybody deserves the chance to make a living as a professional by using simple, safe and innovative wealth management tools. Reputable accounting firms audit Bincentive's real-time transactions. We have provided product services and strategies to over 10 internationally renowned exchanges and institutions. All investors can benefit from our wealth management products.

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.

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.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

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.

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.

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.

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.

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.

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.

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.

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.