Wealth Management Software

The platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with our regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment.

WealthEngine provides predictive marketing analytics, audience development and wealth intelligence services to non-profit organizations, financial services, and luxury brands

Backstop Solutions Group's mission is to help the institutional investment industry use time to its fullest potential. They develop investment management software and financial CRM technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.

Elysys Wealth for Dynamics is a financial system for portfolio and investment managers. Built on Microsoft Dynamics NAV, Elysys Wealth is the next generation of intelligent business applications that enable organizations to grow, evolve, and transform.

With 5Series you will enjoy a great user experience, driven by the latest technology tailored to the needs of your business. TrustQuay 5Series can help reduce costs with increased automation, while improving your operational efficiency and reducing errors and costs associated with manual processing.

Axia is a web-based, omni-channel, MiFID II enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements.

ERI is an international company specialising in the design, development, distribution and support of the OLYMPIC Banking System - an integrated, real-time core banking and wealth management software package. OLYMPIC Banking System enables omnichannel access and streamlined processes, built on a fully integrated platform using modern Services Oriented Architecture (SOA) principles. It is 100% thin-client, offering a responsive, user-friendly web interface and a wide range of capabilities:

Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Comarch Wealth Management platform is a combination of functions supporting traditional, personal way of maintaining the bank-client relationship, as well as digital and innovative approach towards wealth management services and offerings. Personal investment advisory or discretionary portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending on your needs and business model, can deliver what suits you most.

Unity offers a seamless, omni-channel user experience to front- and middle-office wealth providers, as well as high-net-worth and institutional investors. It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements. The single platform, with robust data analytics and workflow, enables you to improve efficiencies and focus on value-added activities.