Alternatives to Tindeco VISION
Compare Tindeco VISION alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Tindeco VISION in 2026. Compare features, ratings, user reviews, pricing, and more from Tindeco VISION competitors and alternatives in order to make an informed decision for your business.
-
1
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
2
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
3
Fusion Invest
Finastra
Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together. -
4
Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
5
WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
6
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
7
Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
8
eXeer
pointgroup
eXeer is a modular SaaS-based investment data management solution. eXeer enables investment managers to aggregate, analyze and visualize their investment data, and easily integrate new data feeds and third-party technology solutions into their operating model as and when they need. eXeer facilitates the integration of your existing tech stack and the inclusion of new technologies enabling you to create an operating platform tailored to match your needs. Automate your data collection from custodians, alternative investment managers, platforms, and market data providers. This is the key component of eXeer and acts as your investment platform's analytical brain. Our engine provides you with a 'single source of data truth'. Our core data analytics engine sits at the center of eXeer. Our suite of client engagement tools allows you to support your face-to-face communications with intuitive adaptable and flexible channels. -
9
Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
10
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
11
Nucoro
Nucoro
We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers. -
12
Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
13
Aladdin by BlackRock
BlackRock
BlackRock and hundreds of other investment professionals turn to the power of Aladdin to work smarter, not harder. More than investment software, Aladdin technology brings clarity and connectivity to the world’s financial ecosystem. Everything we do is guided by the conviction that investors need this clarity at every point in the investment process in order to make more informed decisions, scale efficiently and achieve better investment outcomes. In pursuit of this goal, we are relentlessly innovating and constantly evolving Aladdin technology. Aladdin Enterprise is a flexible, end-to-end operating system that brings clarity to investment professionals. Aladdin Wealth is an industry-leading platform powering the future of wealth management. Bringing together the market-leading capabilities of Aladdin for public markets and eFront for private markets sets a new standard in investment and risk management technology. -
14
The Archway Platform
SEI Family Office Services
In the early 2000s, SEI Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple, unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform. Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions, like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions, allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting. -
15
Fundment
Fundment
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard. -
16
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
17
Special Patient Manager
Special Patient Manager
We help company leadership implement their strategic vision by partnering with them, sharing their unique vision and working as a part of their team. We eat, drink and breathe the same air with them and continually ask how we can serve them better. Busy managers don't have time to stay on top of all of the latest advances in supply chain integration technology. But our team of consultants and programmers are always looking for new short-cuts that will benefit our clients. We pour over case studies and industry news to see how innovations and best practices in another industry can be adapted to serve our manufacturing and distribution clients. We’re confident that you’ll save three times your investment or make a 300% return in the first year, but we know you’ve heard many promises before. We won’t leave you feeling stuck or frustrated with a software investment you can’t use the way you’d hoped. We take the risk for you, investing in your vision for your company. -
18
SOLIAM
VERMEG
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance. -
19
Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
20
Jacobi
Jacobi
Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams. -
21
Axys
SS&C Advent
Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions. -
22
AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
23
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
24
Costars
corfinancial
A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered. -
25
Evooq
Evooq
Achieve better client and business outcomes. Investments that address the individual needs and preferences of any client. Scalable, exceptional service across both discretionary and advisory mandates. Access to expertise and technology capabilities without having to actually own them. From onboarding to everyday operations. We provide financial professionals with investment technology and services that make their work radically simple. Investment management is a simple business at its core: investing clients’ money and helping them achieve their goals. We aim to keep it like that. Evooq helps wealth and asset managers strengthen their offerings and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple. Based in Switzerland, we work with wealth and asset management companies all over the world. -
26
Constellation Vision
Constellation Financial Software
Vision Commerce offers 100% web-based lease and loan origination solutions for financial lending institutions. Vision automates critical business processes through features such as CRM, data collection, credit analysis, flexible pricing engines, task management, custom reporting, and so much more. To best accommodate unique business models and budgets, Vision is offered through several methods: as a SaaS solution, through a dedicated hosted method, or through a custom installation. Substantial return on investment (due to greater application turnover) Significant reduction in origination expense. Increase in workforce productivity. Offerings scale to meet customers’ business needs. Custom development platform. Rapid deployment of custom features. Access from your phone or tablet. Mobile-friendly user interface. Vendor, broker and lender portals. Simplified document workflow with our eSign module.Starting Price: $20000 one-time payment -
27
InvestSuite
InvestSuite
We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable. -
28
Landytech Sesame
Landytech
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity. -
29
Axia Suite
Profile Software
Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and cost calculations. Asset allocation, profitability, performance, and risk analyses. Internally & externally managed assets. Consolidated client and management reporting. Fees management. Automated integration with custodian banks and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All the functionality needed on a single, fully integrated platform. Saves time on limited and valuable resources by streamlining processes. Automated integration with custodian and market providers. -
30
Laevo IGNITE
Laevo
The investment in transforming your business is significant - infrastructure, the supply and value chains, partners, the community and your people. LaevoIGNITE enables you to design, connect and transform your business; to deliver your strategic vision. Through our methodology agnostic digital Project Management Office [dPMO], we want to help you change the way you manage this critical strategic investment; making projects agile, enjoyable, and transparent. With the ever-changing business landscape that we are facing, you need technology that will seamlessly track and report on one of your most significant areas of investment; the end-to end planning and delivery of project outcomes. With an understanding of your planned vs. actual costs, plus how you are tracking, LaevoIGNITE forecasts where you'll likely end up giving you greater data to drive your decisions!Starting Price: $25 per month -
31
Third Financial
Third Financial Software
Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client. -
32
Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
33
Dasseti
Dasseti
Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..). -
34
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
35
Objectway
Objectway
The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency. -
36
Global Wealth Platform (GWP)
SS&C Technologies
SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from trying to integrate disparate components for different processes from different vendors. Its flexible, modular architecture makes it highly customizable to unique workflow requirements. Built from the ground up as a cloud-based solution, GWP lowers your overhead, minimizes maintenance requirements and simplifies upgrades. -
37
WealthBlock
WealthBlock
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g. -
38
M2Advisor
M2Wealth
Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions. -
39
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
40
BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
41
Velocity Vision
Identiv
Velocity Vision is a unified, open-platform video management system (VMS) built to provide a data-enabled security solution delivering intelligence in a single-pane-of-glass view. This powerful, open API security platform works with existing investments and provides complete situational awareness. It integrates with renowned Hirsch Velocity Software for an end-to-end security solution with real-time threat detection and loss mitigation. Velocity Vision enables anywhere operations and leverages on-premises, cloud, hybrid, and mobile platforms. Velocity Vision is the future of open-platform VMS: it is a data-enabled, sophisticated decision-making tool. The problem in surveillance is not security, it is awareness. -
42
Strata
Strata
At Strata, our vision is to make investing in high-yield, Grade-A commercial real estate accessible, transparent, and seamless for all investors. We enable this through our fractional investment model, fully online investment experience, and end-end management. We leverage data and on-the-ground experience to identify and list only the best opportunities. Our investment process is completely transparent and comes with detailed reporting at every step of the way.We manage the asset from acquisition to exit. Investors enjoy a hands-off investment experience. Investing with Strata is completely online, no physical paperwork. Invest and track your portfolio anytime, from anywhere. Our investment process is completely transparent and comes with detailed reporting at every step of the way. We manage the asset from acquisition to exit. Investors enjoy a hands-off investment experience. -
43
AppVision™
Prysm Software
AppVision™ is a PSIM platform for security, safety and technical management systems. Open, scalable and neutral, it guarantees the integration and control of equipment and applications in a single interface. Whatever the size or complexity of the project, AppVision™ guarantees a return on investment. Through the transfer of skills provided by our trainers, our partners can deploy and develop the solution in complete autonomy. This independence thus guarantees that the solution meets the current and future needs of end clients. We are independant from the systems that we integrate. Our partners are thus free to choose their equipment. AppVision™ is 100% customizable, providing GUI features and extensions. Our partners realize these customizations in total autonomy. They can create their own OEM version to ensure that the platform best suits their market and their customers. We focus on the integration and interaction capacity of AppVision™. -
44
Kantar Sales Performance Platform
Kantar Retail
The Sales Performance Platform enables the automation of key commercial processes through end-to-end dedicated solutions. Use our Category Management solution to entice your shoppers, and achieve excellent sales results. Deliver a higher return on investment with the Trade Promotion Management and Optimization solution. Deliver the right vision of success and increase field efficiency with our Retail Execution solution. Use our Category Management solution to entice your shoppers, and achieve excellent sales results. Deliver the right vision of success and increase field efficiency with our Retail Execution solution. Deliver a higher return on investment with the Trade Promotion Management and Optimization solution. The Sales Performance Platform helps consumer goods companies throughout their commercial excellence journey by equipping them with recognized, best-in-class cloud-based solutions to manage key sales processes and deliver against key growth pillars. -
45
Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
46
Vision ERP
Proteus Technologies
Vision ERP adapts, as your business expands. Be it more users, multiple locations, complex business process or new lines of business, Vision ERP can meet these challenges even after you outgrow from a “SMB” enterprise to a “Large Enterprise”, without investing or migrating to a new “Enterprise” solution. Not just an ERP solution, but a productivity enabler equipped with a number of tools that not only make the ERP solution more meaningful but organize, facilitate and monitor your business to give you a distinctive business advantage. Vision interfaces are designed so that our users can do a lot without leaving a page. Navigations are intuitive with a host of user utilities like Dashboards Autosuggest, User filters, User Transaction tagging, Transaction comments, transaction drill-downs and many more. -
47
PureFacts Wealth Management
PureFacts Financial Solutions
No one understands financial services data better than PureFacts. We've helped our clients to grow revenue, manage costs and mitigate risks for over 20 years. Streamline processes, tailor the client experience and capture more revenue. Extract insight from data so you can focus your efforts and create more value. Explore solutions from one of the most innovative AI Fintech and Wealthtech companies in the world. Make onboarding, goals-based investing and decumulating remarkably smart and easy. Technology that helps you streamline processes, tailor the client experience and capture more revenue. Implement revenue programs that account for every dollar of value that you deliver. Do it with less overhead and more automated, accurate and repeatable workflows. A hosted, highly integrated, flexible, scalable and reliable platform that merges with your existing tech stack so you get seamless upstream and downstream data flows. -
48
Prospero Suite
FINARTIS
Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.Starting Price: $1760/month/user -
49
InvestAlert
InvestAlert
At InvestAlert, we believe in empowering retail investors by making investment tools accessible to everyone, presenting them in a clear, digestible way, and promoting fair access across all areas of society. Our business model contributes to leveling the playing field across all levels of financial experience while responding to calls from regulators to develop lower-cost, automated tools that allow retail investors to understand the risks they are taking and select suitable investments. Our solution combines the highest human expertise with the power of artificial intelligence to provide a comprehensive investment analysis for all market segments. Our vision is to transform retail investment by providing comprehensive, affordable, and reliable investment risk analysis fully tailored to each individual portfolio. -
50
InvestorVision
SS&C Intralinks
InvestorVision is a fund reporting solution developed by SS&C Intralinks to enhance communication between general partners and limited partners. It enables GPs to securely and efficiently share fund data, including financial reports, capital calls, distributions, and legal documents, through a responsive and intuitive web portal. The platform supports standardized ILPA templates, streamlining investor tracking and management across multiple funds, and offers features such as secure document management, customizable branding, and multilingual support. By providing timely and accurate reporting, InvestorVision fosters transparency and strengthens GP-LP relationships. In a competitive landscape, LPs expect the highest level of transparency from GPs. SS&C Intralinks is revolutionizing the way fund managers deliver reports and manage investor relationships with InvestorVision, our fast, intuitive fund reporting solution.
