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What is SOLIAM?

SOLIAM serves as a holistic core system that provides real-time investment oversight tailored for asset owners and wealth management professionals. By streamlining processes between the front and middle office, it supports multiple custodians and accounts, enhancing operational efficiency. This platform allows asset owners to effectively manage their positions, make informed financial decisions, and adhere to essential regulatory frameworks like MIFID II and Solvency II. Additionally, SOLIAM features a powerful ALM Engine and automated risk reporting functionalities. Wealth managers benefit from its customizable solutions that accommodate both advisory and discretionary processes, fiscal allowances, and a diverse array of financial instruments. With both versions, users experience improved operational efficiency, minimized risk exposure, and heightened scalability, all while ensuring compliance with regulatory standards. Ultimately, SOLIAM stands out as an indispensable tool that addresses the evolving needs of the investment management landscape.

What is Fusion Advisor?

Wealth Portal functions through the internet and is accessible via any web browser. This adaptable platform seamlessly connects with numerous systems, including custodial and broker/dealer setups. It offers users a unified access point for all their financial accounts, removing the hassle of navigating multiple websites. Additionally, the process of sharing confidential documents with clients has been simplified significantly, enabling users to securely transmit files of any size in just a few clicks. This efficient method not only boosts productivity but also safeguards the privacy of sensitive information. Ultimately, Wealth Portal transforms the way financial information is managed and shared.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

VERMEG

Date Founded

1993

Company Location

Netherlands

Company Website

vermeg.com

Company Facts

Organization Name

Fusion Advisor

Company Website

fusionadvisor.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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