Client Reporting Systems

Addepar is a global data and AI platform that aggregates financial information across all asset clas... more...

Connected wealth management software providing a unified view of client data across investments, ins... more...

Portfolio management, analysis, and performance reporting platform for wealth managers and private b... more...

Performance reporting, account aggregation, retirement goal tracking, client portal, and integration... more...

Integrated family office accounting and wealth management platform combining general ledger accounti... more...

Combines client engagement tools with portfolio reporting, providing real-time insights, compliance ... more...

Wealth data & analytics platform providing AI-powered portfolio analytics, consolidated wealth data ... more...

Integrated broker-dealer and custodian platform providing clearing, settlement, compliance, portfoli... more...

A user-friendly platform that enables families and advisors to manage holistic wealth, track perform... more...

Wealth management reporting platform that automates and streamlines client reporting, creating fully... more...

Portfolio management, client reporting, order management, risk analysis, and regulatory compliance. ... more...

FinFolio is a portfolio management software built for investment advisors, wealth managers, and fami... more...

Wealth management technology platform providing portfolio management, rebalancing, client reporting,... more...

Data integration and visualization platform for wealth managers and asset managers, providing custom... more...

Web-based software integrating CRM with portfolio analytics. Gives portfolio managers, advisors and ... more...

Robo-advisor and digital wealth management platform enabling automated portfolio management, client ... more...

Integrated wealth management platform serving asset managers including mutual funds, alternative inv... more...

A consolidated wealth management platform that delivers a single portfolio overview integrating priv... more...

Comprehensive portfolio accounting and performance measurement platform providing composite manageme... more...

Investment performance measurement and attribution software with automated data aggregation, multi-c... more...

A portfolio management and reporting platform that delivers ... more...

Pulse is a comprehensive portfolio management, fee billing and performance reporting platform design... more...

Automated financial reporting solution for wealth management firms and advisors. more...

more...

Secure wealth management platform providing mobile access for wealth managers, client-facing apps wi... more...

Cloud-based portfolio management and reporting solution designed for wealth managers, investment adv... more...

A modular software platform for wealth managers, private banks, and investment advisors. Provides cl... more...

Comprehensive wealth management platform integrating portfolio management, reporting tools, AML comp... more...

Enterprise wealth management platform that enables advisors and portfolio managers to manage clients... more...

Performance reporting for alternative investments. more...