Alternatives to iPM Portal

Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.

Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.

Mobius Wealth stands out as an exceptional mobile wealth management application that seamlessly integrates with your back-end systems, offering your clients an engaging digital experience across various communication platforms, including both web and mobile interfaces. By utilizing data from your current systems, such as investment management, trading platforms, and market data feeds, Mobius Wealth consolidates this information into a cohesive and visually appealing format while adhering to top security protocols. This native mobile application features a front-end platform capable of connecting to any back-end infrastructure within the financial services industry. Users can benefit from comprehensive portfolio monitoring and detailed analytics, including insights into holdings, performance metrics, and transaction histories, while also facilitating comparisons with model portfolios. The solution enhances client service by enabling both relationship managers and clients to conveniently access pertinent information, all while being customizable to reflect the unique branding and services of various organizations. Additionally, it maintains compliance with the highest standards of security for web and mobile applications, ensuring that sensitive client data remains protected at all times. Ultimately, Mobius Wealth empowers financial professionals to deliver superior service while maintaining a strong brand presence in the digital realm.

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.

Copia Wealth Studios offers a mobile-centric wealth management platform that amalgamates AI-driven document processing, portfolio consolidation, tailored planning, and operational automation, catering to sophisticated investors, family offices, multi-family offices, institutions, and registered investment advisors. By integrating data from various portals, accounts, and documents, it provides users with a real-time and thorough overview, empowering them to safeguard their wealth, enhance portfolio performance, affirm decision-making, visualize complex entity and trust frameworks, anticipate capital demands, and simplify their workflows. The Copia suite features advanced document processing capabilities that efficiently extract information from K-1 forms, capital call notifications, and distribution statements, along with tools for entity mapping, performance benchmarking of managers, automated reporting for monthly and ad-hoc needs, natural language querying of documents, and robust security measures including biometric two-factor authentication and encryption. This comprehensive approach not only streamlines wealth management processes but also ensures a high level of security and efficiency for its users.

Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.

Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.

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.

Point offers a cloud-native, data-centric Investment Data Intelligence (IDI) platform tailored for wealth and asset management professionals, such as family offices, external asset managers, private banks, and advisory firms. This platform effectively aggregates and harmonizes intricate investment data, including custodial information, various platforms, AIFMs, direct investments, real estate, foreign exchange, and collectibles, all within multi-asset, multi-custody, and multi-currency frameworks, thereby providing an independent Investment Book of Record (IBOR) that is refreshed on a daily basis. The system manages and secures the ingestion of data, utilizes cutting-edge analytics and AI-based insights, and presents comprehensive visualizations of portfolio performance, risks, and opportunities through customizable dashboards. Its open APIs and modular architecture allow for seamless integration with front-office CRM systems, client portals, reporting tools, and back-office applications, ensuring that data remains clean, reconciled, and readily shareable across various workflows. As a result, users benefit from enhanced decision-making capabilities and improved operational efficiency in managing their investment portfolios.

Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.

The Envestnet Wealth Management Platform powers the modern advisor experience through a fully integrated ecosystem that connects planning, portfolio management, and data intelligence. Designed to streamline the wealth management lifecycle—from client onboarding to reporting—it gives advisors a single, unified interface for all core functions. The platform supports key workflows such as financial planning, proposal generation, account opening, billing, trading, and client reporting, helping firms deliver personalized advice efficiently. Leveraging curated in-house and third-party data, Envestnet provides actionable insights that help advisors make informed investment decisions and anticipate client needs. Its modular design allows firms to configure technology stacks that match their business models while maintaining compliance and scalability. With a vast network of integration partners, Envestnet delivers a true all-in-one system, not just a collection of point solutions. Recognized as an industry leader in innovation, the platform enables advisors to expand services, improve client engagement, and grow revenue. Ultimately, the Envestnet Wealth Management Platform transforms fragmented workflows into a cohesive, intelligent digital experience for financial professionals and their clients.

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

Navigating the intricate and demanding landscape of wealth management involves various facets, from managing client relationships to ensuring compliance and conducting thorough reporting and rebalancing. The Black Diamond® Wealth Platform empowers you to focus on guiding your clients throughout their entire wealth journey. With its user-friendly dashboards, extensive features, intelligent integrations, and outstanding service, it simplifies the process of delivering an advanced and contemporary client experience. You can offer a customizable portfolio dashboard that grants your clients a personalized, on-demand view of their performance, anticipated income, asset allocations, activity summaries, and much more. Additionally, the two-way secure document vault facilitates a smooth experience for sending, storing, and auditing important files like custodial statements. Furthermore, the platform includes outside account aggregation, allowing you to examine net worth details and generate comprehensive balance sheet reports, enhancing overall financial visibility and planning. By leveraging these tools, wealth managers can significantly enhance their service offerings and client satisfaction.

Streamline your wealth management services with our comprehensive solution. Investment advisers, portfolio managers, and relationship managers can depend on products that are meticulously crafted and continually evaluated by experts in wealth management. Customized investment strategies for your clients are developed on a unified platform, ensuring uniformity among all teams involved. Enhanced automation of risk assessment and monitoring provides greater oversight throughout the investment process. Avaloq Wealth also enhances client relationship management by offering a complete 360-degree view of clients and facilitating quicker onboarding for new clients through the automation of tedious tasks. Achieve consistency in both client relationship management and investment strategies across the front office and investment office. Boost your productivity by automatically pinpointing new sales opportunities. By automating manual tasks and compliance requirements, you can free up valuable time for your portfolio managers. Rely on software that is designed with the user in mind and thoroughly tested for client readiness, ensuring a seamless experience for all involved. The integration of these features not only enhances efficiency but also fosters stronger relationships with clients.

Crowd Wealth AI is an innovative financial management solution that transforms the landscape of wealth planning and portfolio oversight by merging two advanced AI tools, Wise Wealth AI and Wealth Lens AI. Wise Wealth AI is designed to offer customized financial strategies for both individuals and businesses by evaluating data to create actionable advice, conducting investment trend analyses with data-supported growth tactics, enhancing portfolio diversification through personalized asset allocation, consistently monitoring results and modifying strategies according to market dynamics, and showcasing insights through interactive dashboards powered by AI. Meanwhile, Wealth Lens AI focuses on delivering visual insights regarding financial trends and portfolio performance, utilizes predictive modeling to anticipate market fluctuations, assesses comparative wealth metrics across various demographic and organizational categories, and uncovers new investment prospects in emerging markets. Together, these tools provide a comprehensive approach to wealth management that adapts to the ever-changing financial landscape. With its unique combination of personalized insights and predictive analytics, Crowd Wealth AI enables users to make informed decisions that can lead to long-term financial success.

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.

Thanks to the innovative use of flexible API technology, unique wealth management solutions are made possible by aixigo's Wealth Management Platform. This platform features the high-performance aixigo:BLOXX, which can be customized in various combinations to meet the specific needs of financial service providers. The ability to tailor the composition of aixigo:BLOXX allows these providers to create wealth management services that align perfectly with their unique requirements and preferences. Additionally, the platform facilitates user authentication, ensuring secure verification and authorization of identities. It also plays a crucial role in analyzing financial products, portfolios, and benchmarks by leveraging both current and historical market data. By identifying potential risks stemming from factors such as economic changes or price volatility, it enhances the decision-making process. Furthermore, it offers a comprehensive user interface for effective portfolio data visualization and analysis. The platform is also instrumental in selecting and aggregating various building blocks, financial products, model portfolios, and benchmarks while efficiently managing reports to support informed financial strategies. Overall, the flexibility and customization offered by aixigo's platform elevate the standard for wealth management services in the industry.

Auria serves as a contemporary wealth-management solution tailored specifically for ultra-high-net-worth families, single-family offices, multi-family offices, and their financial advisors. By integrating crucial functionalities such as portfolio management, performance reporting, CRM, secure document storage, data aggregation, and a multi-entity perspective into a unified interface, it empowers organizations to aggregate asset information from public markets, private equity, real estate, art and collectibles, loans, and liabilities. This integration allows for a comprehensive “family view” that spans generations and various entities. The platform features a “Wealth Blueprint” tool that delineates intricate ownership structures, trusts, and family-owned companies, while its robust reporting engine allows for custom reports and a flexible client portal. Furthermore, Auria’s CRM and workflow capabilities enable management of notes, tasks, and interactions all within one cohesive system. Aimed at replacing outdated spreadsheet methods and disjointed technological frameworks, Auria focuses on enhancing scalability, transparency, and the integration of diverse data sources, ultimately providing families with a clearer understanding of their wealth. Additionally, its user-friendly design ensures that even those unfamiliar with complex financial systems can navigate it effectively.

Pacer® offers a sophisticated multi-currency portfolio management solution tailored for investment managers operating on a global scale, particularly those handling substantial transaction volumes for institutional or private clients worldwide. This platform provides an all-encompassing and integrated system for overseeing securities, transactions, positions, cash flow, income, corporate actions, and meticulous record keeping. With its global multi-currency capabilities, users can effectively monitor transactions and portfolios while re-evaluating them in any desired currency. Pacer streamlines and expedites even the most complex processes involved in global portfolio accounting. Its comprehensive portfolio accounting ensures that all aspects of your business needs are met with a tried-and-true solution. Users benefit from real-time data access to global securities information through the SS&C-owned Securities Valuation Corporation (SVC). The robust web-based reporting feature grants the ability to access real-time portfolio data from any location with internet connectivity. Additionally, the architecture is designed to be both cost-effective and scalable, accommodating the evolving needs of investment management. Thus, Pacer® stands out as a vital tool for enhancing efficiency and accuracy in portfolio management across diverse markets.

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.

Range is a comprehensive wealth management platform that aims to deliver contemporary financial guidance encompassing investment strategies, tax planning, retirement solutions, cash flow management, and real estate investments. Specifically designed for high-income professionals such as executives, entrepreneurs, medical practitioners, and technology experts, Range provides an extensive array of services that assist clients in optimizing their portfolios, enhancing tax efficiency, preparing for retirement, and tracking their financial performance. The platform boasts advanced professional-grade projections, creating thousands of intricate scenarios that factor in market fluctuations and personal data, revealing new avenues for growth and potential benefits. With a commitment to transparency, Range employs a flat-fee pricing structure that avoids any Assets Under Management (AUM) fees, allowing clients to preserve more of their wealth in the long run. Additionally, users can consolidate all their financial accounts into a single, user-friendly dashboard that updates automatically, effectively removing the hassle of managing disparate accounts and disconnected data. This innovative approach not only simplifies financial management but also empowers clients to make informed decisions about their wealth.

Optimize every facet of your back-office operations with Garradin, Bravura’s all-encompassing solution for private wealth and portfolio administration, which empowers you to oversee all your administrative and reporting requirements through one unified system. As a top-tier private wealth and portfolio administration tool, Garradin is specifically designed to cater to the varied administration demands of multiple investment vehicles, such as retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and taxation. With its foundation on an open and scalable architecture, Garradin offers a modular and easily customizable framework that provides extraordinary flexibility and operational efficiency, aiding in your business's expansion. By integrating your systems into one platform, your organization can establish a forward-looking foundation that prioritizes improving customer satisfaction, business performance, and compliance measures. The Garradin platform not only streamlines your operations but also positions you to leverage the most comprehensive private wealth management solution available today, ultimately fostering a more robust and future-ready business environment.

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

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.

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

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.

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.

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

Proteus is an innovative platform that leverages technology to enhance accessibility to alternative investments for wealth managers, fund sponsors, and qualified investors. By facilitating the allocation of client capital into tailored portfolios of private market assets, it integrates vital functions such as research, due diligence, portfolio construction, and execution into a single system. The platform effectively simplifies intricate investment workflows by implementing a streamlined electronic subscription process, centralized onboarding, and automated administrative processes, thereby minimizing the typical obstacles present in private markets. Additionally, Proteus is designed to support the establishment and administration of feeder fund structures, addressing regulatory, governance, and operational challenges, which enables firms to concentrate on their investment strategies without being bogged down by infrastructure issues. Furthermore, it offers secure, customizable environments that include comprehensive monitoring and reporting tools, along with consolidated tax documentation, enhancing user experience and operational efficiency. This unique approach not only fosters better investment decision-making but also promotes a more seamless integration of alternative investments into traditional portfolios.

CapIntel is an innovative, cloud-based platform designed for generating proposals and comparing investments, specifically aimed at enterprise wealth managers, financial advisors, and asset management teams. Its user-friendly drag-and-drop proposal builder allows users to create branded, interactive digital proposals that include customizable elements such as text, visuals, charts, and real-time performance comparisons. Financial advisors have the capability to import client holdings and measure them against either proprietary or custom models, while also being able to replicate and modify portfolios instantly, presenting their analyses in real-time, whether online or face-to-face. The platform is equipped with built-in compliance measures, automated tracking, and analytics to provide standardized workflows and enhance transparency. Additionally, it accommodates limitless product comparisons, offers comprehensive portfolio management tools for creating, saving, cloning, and managing models and contacts, and facilitates smooth integration of compliance and marketing resources for enhanced operational efficiency. This robust tool empowers advisors to deliver tailored, insightful presentations that align with their clients' specific financial needs.

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.

Aladdin Wealth™ stands as a premier platform that is shaping the future landscape of wealth management. Utilizing the advanced portfolio and risk assessment technologies trusted by BlackRock and esteemed institutions worldwide, we are revolutionizing wealth management practices and redefining the interactions between advisors and individual investors. Stay ahead in your industry with a wealth of comprehensive data that empowers you to spot trends and manage your resources effectively. Simplify the intricate needs of your clients through a holistic strategy that delivers pertinent and timely insights during each client interaction. Tailor portfolios to meet the distinct circumstances of each client while maintaining the ability to personalize on a large scale. Propel your business forward with robust tools designed to engage clients and support them in reaching their financial goals. The rapidity and thoroughness with which you comprehend your firm's dynamics are essential for success. Access Aladdin Wealth™ analytics that integrate all aspects of your enterprises, locations, and operations, providing a comprehensive overview in a single platform, ensuring that you can make informed decisions swiftly and efficiently. With our platform, your business can not only grow but thrive in an ever-evolving financial landscape.

AscendOS, created by Apex Fintech Solutions, is a cloud-native investment infrastructure platform that empowers fintech companies, broker-dealers, and wealth management firms to design, launch, and expand their digital investing offerings within a cohesive, real-time ecosystem. This platform offers a modular framework that consolidates essential financial operations—such as custody, clearing, trading, reconciliation, and investor account management—into a singular system, thereby removing the complications of using multiple, disparate systems. It provides immediate access to services through features like a preconfigured ledger, a trade execution engine, and an integrated data warehouse, allowing continuous visibility into account activities, balances, and transaction history without the delays of batch processing. Supporting a diverse array of asset classes, AscendOS also includes digital investment tools such as portfolio rebalancing, direct indexing, and model marketplaces, enabling firms to tailor investment solutions that meet their unique needs. In doing so, it not only enhances operational efficiency but also enriches the user experience for investors seeking personalized financial products.

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.

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.

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.

Sesame, created by Landytech, serves as a comprehensive investment management platform tailored for asset owners, managers, and advisors, offering them a suite of tools for effective data consolidation, analysis, and reporting. This platform allows users to gather data seamlessly from various custodians and asset classes, including intricate financial instruments, thus providing a cohesive overview of their investment portfolios. With its institutional-grade analytics, Sesame empowers users to evaluate performance, risk, and exposure, which supports more informed decision-making in investments. The platform's report builder features a user-friendly drag-and-drop interface that aids in producing visually appealing and customizable reports, which can be automated and scheduled for efficiency. Furthermore, Sesame incorporates monitoring features that allow users to set up personalized alerts for compliance violations and other significant occurrences, thereby reinforcing proactive risk management strategies. To enhance collaboration, the platform offers tools like task management and centralized document storage, which streamline operational workflows and boost overall productivity. By integrating these features, Sesame not only simplifies the investment management process but also helps users stay ahead in the ever-evolving financial landscape.

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.

In today's intricate and fiercely competitive investment environment, staying ahead of the curve is essential. Leveraging the right technology can significantly increase your chances of success. Introducing Advent Portfolio Exchange (APX), recognized as the first all-in-one solution for both client relationship management and portfolio management. As a key component of the robust Advent Investment Suite, APX integrates all aspects of your organization—front, middle, and back offices—into a cohesive platform. It offers tailored deployment options, whether installed locally or delivered via the cloud, with or without additional outsourcing services. With comprehensive support for composite management to ensure GIPS compliance, APX allows for the management of nearly every asset class on a unified technology platform. It adeptly manages standard investment vehicles such as equities, fixed income, mutual funds, foreign exchange, and derivatives, alongside alternative assets like private equity. This integration minimizes the need for manual processes, enhances accuracy, and provides a timely and thorough overview of portfolios, strategies, positions, and cash flow. Ultimately, APX empowers you to navigate the complexities of investment management with greater ease and efficiency.

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.

The innovative wealth technology platform provides access to essential resources and premier capabilities within the industry. This includes unparalleled advice, execution, monitoring, and reporting that distinguishes you from the competition. By fully digitizing your practice, you can obtain tools that allow you to prioritize your clients more effectively. Enhance the wallet share of your clients by granting them opportunities to invest in global stocks and ETFs. By sharing the success of renowned global brands, you can also unlock potential through diverse portfolio options. In India, an impressive 53% of individual wealth is tied up in fixed deposits and savings, as investors often seek a reliable name to safeguard their funds. To further increase your wallet share, consider offering corporate fixed deposits from one of India’s most trusted brands. This approach meets the rising demand from clients wishing to engage with the stock market. Furthermore, you can provide unique baskets of Indian equities that are executed with ease, ensuring your clients receive tailored solutions. It's essential to address your clients’ needs comprehensively, going beyond mere investment opportunities to foster lasting relationships.

WealthForce.ai is a cloud-native wealth management platform that adheres to BIAN standards and utilizes artificial intelligence to function as an enhanced Relationship Manager (RM) interface by integrating all client data into a single accessible location. This innovative platform has achieved significant results, including a 40% boost in the RM-to-customer ratio, an 80% decrease in the time required for portfolio reviews, and a 30% improvement in overall operational efficiency. By offering a comprehensive 360-degree perspective, it allows RMs and financial advisors to swiftly tailor and optimize portfolios to meet the specific needs of their clients. The platform is built on four essential pillars that leverage cognitive robotic process automation (RPA), artificial intelligence, and machine learning to streamline operational tasks, manage multi-asset operations, and provide a user-friendly dashboard for creating rules, launching campaigns, and assessing cost-effectiveness. Additionally, WealthForce.ai fosters a more personalized client experience, ultimately leading to stronger relationships between advisors and their clients.

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.

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.