Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Nexo Reviews & Ratings
    17,001 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,477 Ratings
    Company Website
  • Pipefy Reviews & Ratings
    588 Ratings
    Company Website
  • Infor M3 Reviews & Ratings
    152 Ratings
    Company Website
  • CompAccelerator Reviews & Ratings
    29 Ratings
    Company Website
  • Planview Portfolios Reviews & Ratings
    201 Ratings
    Company Website
  • Nextiva Reviews & Ratings
    12,510 Ratings
  • Bravo POS for Pawnbrokers Reviews & Ratings
    94 Ratings
    Company Website
  • QuantaStor Reviews & Ratings
    6 Ratings
    Company Website

What is Wealth in a Box?

Wealth in a Box represents a modern and adaptable system that incorporates technological solutions throughout the front, middle, and back offices to streamline wealth management, leading to increased efficiency and reduced costs. With its five-tiered structure, it is ideally suited for managers who are looking for sophisticated and agile wealth tech solutions, allowing them to deliver outstanding service to both high-net-worth and ultra-high-net-worth clients. This cutting-edge platform empowers firms to maintain a competitive edge in the market while successfully addressing the changing demands of their clientele and fostering stronger client relationships. As the financial landscape evolves, the ability to adapt and innovate becomes crucial for sustained success.

What is Global Wealth Platform (GWP)?

SS&C's Global Wealth Platform (GWP) is an advanced, cloud-based solution that streamlines the management of your investment activities by consolidating everything into a single platform backed by one vendor's database. This cutting-edge platform integrates your front, middle, and back offices, ensuring data consistency at every step of the investment process. With GWP, you can simplify the complexities that arise from coordinating various components from different providers for distinct tasks. Its flexible and modular structure allows for tailored adjustments to suit specific workflow requirements, providing a personalized experience. Furthermore, as a cloud-native option, GWP helps lower operational expenses, minimizes maintenance demands, and simplifies the upgrade process, thereby boosting overall productivity. The platform's robust integration features also enhance teamwork across departments, ultimately leading to superior investment results. By choosing GWP, firms can position themselves for enhanced agility and responsiveness in a dynamic market landscape.

Media

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

Valuefy

Date Founded

2010

Company Location

United Kingdom

Company Website

valuefy.com/wealth-in-box/

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com

Categories and Features

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

Popular Alternatives

Popular Alternatives

Contemi Wealth Intelligence Reviews & Ratings

Contemi Wealth Intelligence

Contemi Solutions
Contemi Wealth Intelligence Reviews & Ratings

Contemi Wealth Intelligence

Contemi Solutions
Apex AscendOS Reviews & Ratings

Apex AscendOS

Apex Fintech Solutions
Cheetah Wealth Management Reviews & Ratings

Cheetah Wealth Management

Accutech Systems
SOLIAM Reviews & Ratings

SOLIAM

VERMEG
WealthMapper Reviews & Ratings

WealthMapper

tietoevry
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software