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
    16,471 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,452 Ratings
    Company Website
  • Logility Reviews & Ratings
    378 Ratings
    Company Website
  • PolyPM Reviews & Ratings
    59 Ratings
    Company Website
  • Wallester Reviews & Ratings
    260 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    2 Ratings
    Company Website
  • Propel Reviews & Ratings
    190 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,160 Ratings
    Company Website
  • Resco Mobile App Development Toolkit Reviews & Ratings
    2 Ratings
    Company Website

What is WealthMapper?

Elevate the growth of your wealth management business with a comprehensive and adaptable platform. The WealthMapper platform equips you to leverage a strong network of partners within our ecosystem, enabling the launch of groundbreaking retail wealth management offerings. This modular digital toolkit utilizes state-of-the-art technology and distribution methods, thereby accelerating both innovation and time to market. WealthMapper allows you to deliver seamless services that present a complete picture of clients’ financial assets, their current accessibility, and suggested actions for improvement. We offer extensive wealth management solutions that range from customizable client-facing services to sophisticated and efficient back-office operations. For financial service providers, WealthMapper supports your growth ambitions with pre-integrated, premium solutions and services. For consumers, it acts as a vital resource to improve visibility, access, and actionable insights into their financial health, making it easier to make informed financial choices. Additionally, WealthMapper not only enhances operational efficiency but also fosters stronger client relationships through its user-centric design. Ultimately, WealthMapper emerges as a game-changing asset in the wealth management sector.

What is PriceMetrix?

PriceMetrix delivers insights grounded in data that are specifically designed for wealth management advisors and industry leaders. Utilizing the largest dataset in the retail wealth management arena, we enable firms in this sector to refine their operations in various aspects. Our platform integrates industry data with advanced business intelligence, ensuring users enjoy a streamlined experience. By partnering with financial advisors and wealth management organizations, we aim to enhance productivity, improve client interactions, and support informed decision-making, while also identifying new opportunities for growth. Moreover, we offer instant access to industry best practices, providing clients with essential information needed to build a strong and thriving wealth management practice. Ultimately, our mission is to revolutionize the operational methods of wealth management firms, helping them maintain a competitive edge in a dynamic market. This commitment to innovation and excellence positions our clients for long-term success and sustainability.

Media

Media

Integrations Supported

Coral

Integrations Supported

Coral

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25000.00/month
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

tietoevry

Company Location

United States

Company Website

www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.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

Bravura Sonata Reviews & Ratings

Bravura Sonata

Bravura Solutions

Popular Alternatives

Summit Reviews & Ratings

Summit

Summit Wealth Systems
Garradin Reviews & Ratings

Garradin

Bravura Solutions
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
Crowd Wealth AI Reviews & Ratings

Crowd Wealth AI

ProdCrowd AI
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
BITA Risk Reviews & Ratings

BITA Risk

corfinancial
enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services