Best Wealth Management Software in South America

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

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.

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

VestmarkONE®, a platform that simplifies the creation and management of highly-tailored portfolios, can help wealth management organizations and their advisors deliver better outcomes for investors. Our trust is earned by the most respected wealth management firms. Support hundreds of thousands of households. Reduce inefficient legacy systems, and allow advisor efficiency and scalable customization. You can tailor your implementation and adjust the dials to create a solution that meets your needs and objectives. You control the software and services you choose. Even the smallest relationships can benefit from sophisticated solutions. You can enable fixed income modeling, options strategies and UMAs.

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.

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.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.

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

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.

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.

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.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.

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

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.

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.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

A comprehensive front-office solution allows you to manage models, rebalance accounts and monitor portfolio drift. You can also adjust strategies faster and more efficiently. You can leverage a cloud-based solution to optimize your portfolio management, order creation and trading workflows, regardless of whether your firm manages individual wealth or institutional assets. Advent Genesis integrates with Moxy to provide seamless access from trading decisions to execution. You can expand into new markets, new areas, and new business lines with confidence. This will reduce operational risk and increase efficiency. You can drill down into the details with powerful dashboards that provide information such as status updates, exception and status updates, strategy drift, cash activity, and model level drift. Management views make it easy to organize and control oversight and controls, and review trade proposals before approving them for execution.

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.

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.

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

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

Better client and business outcomes Investments that meet the needs and preferences of each client. Superior service, both advisory and discretionary, that is scaleable and exceptional. You don't have to own the technology or expertise you need. From onboarding to daily operations. Financial professionals can rely on us for investment technology and services that simplify their work. Investment management is a straightforward business that focuses on helping clients achieve their goals and investing their money. We want to keep it that way. Evooq assists wealth and asset managers to strengthen their offerings and operations so they can achieve better results for their clients and businesses. Financial professionals can access investment technology and services that simplify their work. We are based in Switzerland and work with wealth management companies around the globe.

Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.