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Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. [2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [4]
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.
Eagle provides portfolio management, data management, [4] [5] investment accounting and performance measurement software to financial institutions. [6] [7] [8] The company uses a secure private cloud called Eagle Access [9] to host and provide ongoing support of the applications and systems infrastructure, thereby helping to reduce complexity and risk.
Advisor Engine: Advisor Engine is a complete wealth management software program that incorporates CRM solutions, performance reporting, digital onboarding and fee billing. It's tailored to RIAs ...
Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...
Adenza Group, Inc. is a software application provider specializing in capital markets, investment management, central banking, risk management, clearing, collateral and treasury & liquidity. Their integrated suite of trading and risk applications is used by banks and other financial companies.
The company's offerings cover retail, corporate, and investment banking, funds, cash management, trade, treasury, payments, lending, private wealth management, asset management, and business analytics. The company undertook a re-branding exercise in the latter half of 2008. As part of this, the corporate website was integrated with Oracle's ...
The company develops software used across the private banking sector, consumer finance, asset management companies, central banks, insurance and other financial services providers [2] covering insurance policy administration, asset portfolio management, regulatory reporting, collateral management, post-trade processing, low code application ...
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