at Financial Technnology Year
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Portfolio Management Systems for Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Other Wealth Management
Orion Portfolio Management Platform
By: Orion Advisor Solutions
https://orion.com/tech/portfolio-management/
By: Orion Advisor Solutions
https://orion.com/tech/portfolio-management/
Comprehensive portfolio management system with trading tools, portfolio accounting, client billing, performance reporting, and client portal. Includes rebalancing capabilities and integrates with multiple custodians and fintech tools.
Refinitiv Wealth Management
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/wealth-management-solutions
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/wealth-management-solutions
Portfolio management solution with market data, analytics, client reporting, and compliance tools. Offers portfolio analysis, risk management, and digital client engagement capabilities for wealth managers.
SS&C Advent Portfolio Management
By: SS&C Technologies
https://www.ssctech.com/solutions/wealth-management
By: SS&C Technologies
https://www.ssctech.com/solutions/wealth-management
Complete portfolio management solution with performance reporting, client billing, CRM integration, and compliance tools. Offers real-time portfolio visibility, tax management, and comprehensive reporting capabilities.
FIS Wealth Management Solutions
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement
Portfolio management systems with comprehensive investment tracking, performance reporting, client relationship management, and financial planning tools. Supports multi-asset portfolios and offers digital client engagement capabilities.
Portfolio management platform with research, reporting, client management, and billing capabilities. Includes performance reporting, investment planning tools, and access to Morningstar's investment research and analytics.
Integrated wealth management platform with portfolio management, advisory tools, client engagement, and reporting capabilities. Supports complex investment strategies with automated portfolio monitoring and rebalancing.
Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
Black Diamond Wealth Platform
By: Black Diamond
https://www.blackdiamond.advent.com/platform/overview/
By: Black Diamond
https://www.blackdiamond.advent.com/platform/overview/
A comprehensive platform that offers portfolio management, performance reporting, and client portal features to streamline investment management processes for advisors.