Jay Solutions
Nordic consolidated wealth reporting platform (J-Ray) for family offices, private banks and asset owners
- Family offices
- Banks and trust companies
- Asset managers
Family-office technology4 integrationsCustom quote
Performance reporting
Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.
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Showing 25 of 25Most complete profiles first, then A to Z
KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- RIAs
- Family offices
- Banks and trust companies
Portfolio managementCustom quote
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
Portfolio management14 integrationsCustom quote
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio management1 integrationCustom quote
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experience4 integrationsCustom quote
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio management7 integrationsCustom quote
Flanks
Wealth data aggregation and enrichment platform for banks, family offices and external asset managers
- Banks and trust companies
- Family offices
- Asset managers
- Retirement plans
Integrations & operations14 integrations
Infront
European market data and wealth software for banks, portfolio managers and family offices
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
WIZE
Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
- Banks and trust companies
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio management5 integrationsCustom quote
AltruistIn the news
Self-clearing custodian and software platform for independent RIAs
- RIAs
Custody & clearing25 integrations
Clear StreetIn the news
Cloud-based clearing, custody, financing and execution for brokers and investors
- Broker-dealers
- Family offices
- Asset managers
Custody & clearingCustom quote
Escali
Nordic portfolio accounting and performance software for family offices and pension funds, now part of Hypergene
- Family offices
- Retirement plans
- Insurance
Portfolio management6 integrations
FA Solutions
Cloud front-to-back portfolio management platform for wealth managers, asset managers and banks
- Asset managers
- Banks and trust companies
Portfolio managementCustom quote
Fincite
Modular wealth management software (fincite cios) for banks, asset managers, advisors and family offices in Europe
- Banks and trust companies
- Asset managers
- Family offices
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
FIS WealthIn the news
Trust accounting and wealth systems for banks and investment firms
- Banks and trust companies
- Asset managers
Portfolio management6 integrationsCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & research8 integrationsFree tier, paid plans
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio management2 integrationsCustom quote
Panoramix
Billing and performance reporting software for RIAs
- RIAs
Portfolio management25 integrationsTiered
Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
Portfolio management5 integrations
WealthSpectrum
Portfolio accounting, reporting and front-to-back office platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
Performance reporting: questions to ask before you buy
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Performance reporting in the news
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