Top Mobius Wealth Alternatives

Wealth management professionals can effortlessly oversee reports, billing, rebalancing, and client portals using a single application. This comprehensive solution addresses the complexities of wealth management through a user-friendly interface that includes dashboards and trading features. FinFolio distinguishes itself with its intuitive and straightforward design, catering to the diverse operational styles of registered investment advisors (RIAs) by allowing customization to meet individual requirements. The platform expands the possibilities of portfolio oversight by consolidating vital functions such as reporting, rebalancing, trading, billing, and a mobile-accessible client portal into one integrated system. Users have the flexibility to manage the platform themselves or entrust operations to FinFolio, with options for white-labeling that promote brand identity. For those who prefer a hands-on approach, FinFolio equips users with powerful automation tools to streamline tasks and enhance data accuracy. Additionally, its open API facilitates further customization and integration with third-party applications, ensuring that each wealth manager can create a personalized experience. This extensive versatility not only strengthens operations but also solidifies FinFolio's role as an essential tool in the wealth management arena, making it a go-to choice for professionals aiming for efficiency and effectiveness in their services.

Aleta is an advanced wealth management platform specifically designed for family offices, financial advisors, and wealth managers, effectively consolidating data from multiple custodians, asset types—such as private equity and real estate—and various currencies into an intuitive dashboard. By leveraging AI-powered analytics, interactive visualizations, and comprehensive transaction analysis, it boasts more than 100 banking integrations and over 15 years of experience in providing insightful reporting. The system simplifies the management of private-equity statements, making it easier to incorporate alternative assets into investment strategies. Furthermore, it includes ESG and impact metrics alongside traditional financial performance to encourage sustainable wealth management practices. Aleta has received accolades for its outstanding reporting and features a contemporary cloud-native architecture, a mobile app for easy access, and customizable white-label solutions, all built on a Microsoft infrastructure. To protect client data, Aleta implements robust security protocols, including SOC 2 certification, multi-factor authentication, and encryption, ensuring both safety and integrity. Its dedication to innovation and superior user experience cements Aleta's status as a leading option in the wealth management industry. With a focus on enhancing wealth management for future generations, Aleta is not just a service but a partner in achieving financial success.

Create unique digital solutions that are powered by real-time financial data and insights. You will have the opportunity to leverage a write-once, read-many data feed that encompasses all major custodians, while also utilizing pre-built, white-labeled capabilities for billing, reporting, and more. This approach allows you to open new channels for distribution and unlock your firm's complete growth potential. Improve your back-office operations through integrated portfolio management, automated reporting solutions, and simplified fee billing methods. As the sole fully API-first platform for multi-custodial software and data aggregation crafted specifically for developers, BridgeFT’s WealthTech API streamlines your development workflow and adapts to advancements in technology. This WealthTech-as-a-service platform offers a cohesive, open API that provides access to trade-ready, multi-custodial data, comprehensive analytics, and vital applications. Moreover, it enables the aggregation of assets held across various custodians and third-party applications, delivering a holistic view of your financial ecosystem. By adopting these forward-thinking solutions, firms are equipped to meet the evolving challenges of the financial sector more effectively. In doing so, they position themselves to thrive in a competitive landscape.

In today's banking landscape, a retail bank's ability to attract new clients hinges on its provision of an online banking portal, a trend that we anticipate will extend to the realms of insurance and investment banking as well. To address this need, we collaborated with industry professionals to create a comprehensive financial platform designed to streamline and automate back office functions, prioritizing the needs of the Investor. Our primary objective was to facilitate a secure and uncomplicated investing experience for those looking to grow their wealth. The platform features an aesthetically pleasing design and a sleek, modern user interface that navigates clients through each step of the process seamlessly. It is accessible across various devices, including desktops, mobiles, and tablets, allowing users to transition between them effortlessly using QR codes. Additionally, a chatbot is available to assist users, providing support throughout the onboarding journey. Our system allows for diverse promotional methods, utilizing text, images, or videos to showcase various offers. Furthermore, clients can download comprehensive documents associated with each respective offer, and during the onboarding process, they have the flexibility to select from multiple options tailored to their preferences. This multifaceted approach ensures that we cater to the diverse needs of our clientele while enhancing their overall experience.

MoneyWare serves as an all-encompassing Wealth Management platform that allows wealth managers to efficiently oversee their entire business operations, effectively merging front and back office functions and removing the necessity for multiple disconnected systems. This innovative platform is designed to address a wide variety of client demographics, encompassing ultra-high-net-worth individuals, affluent clients, and both individual and multi-family offices. The software suite is highly customizable and crafted to align with the specific requirements of its users, focusing on critical elements such as client management, financial advisory services, portfolio management, compliance, as well as detailed client reporting and accounting. Furthermore, solutions like MoneyWare provide a spectrum of services, including discretionary, non-discretionary, and advisory features, which enable wealth management firms to proficiently meet the varied financial demands of their clientele. By consolidating all these capabilities into a single platform, MoneyWare not only boosts operational efficiency but also simplifies workflows for professionals in the wealth management industry. This comprehensive approach ultimately leads to enhanced client satisfaction and stronger relationships built on trust and tailored service.

Private Wealth Systems is an esteemed cloud-driven solution tailored for ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants, offering unparalleled levels of precision, transparency, speed, and flexibility in the management and reporting of their investment portfolios. The platform intelligently aggregates data from over 400 global sources, seamlessly incorporating a diverse range of asset classes—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into a cohesive overview. Utilizing a proprietary ledger-backed data model, it guarantees the integrity of financial accounting while permitting dynamic structuring, grouping, and the addition of customized attributes at any analytical level. Users are empowered with real-time insights into performance metrics, benchmark evaluations, tax-lot gains and losses, detection of wash sales, and detailed drill-through analyses. Furthermore, the system prioritizes user experience, promoting smooth navigation and straightforward access to essential financial information. This combination of features makes it an indispensable asset for those overseeing substantial wealth and intricate investment strategies. The platform not only streamlines portfolio management but also fosters informed decision-making through its advanced analytical capabilities.

CapIntel is a cutting-edge, cloud-based solution tailored for the creation of investment proposals and comparison analysis, targeting enterprise wealth managers, financial advisors, and asset management teams. With its intuitive drag-and-drop interface, users can craft branded and interactive digital proposals, featuring customizable components such as text, visuals, charts, and live performance comparisons. Financial advisors can seamlessly import client holdings to evaluate them against both proprietary and personalized models, allowing for instant replication and modification of portfolios, which they can present in real-time, whether in a virtual setting or face-to-face. The platform includes integrated compliance features, automated tracking, and analytical tools to create standardized workflows and elevate transparency throughout the investment process. Moreover, it supports unlimited product comparisons and provides extensive portfolio management capabilities for creating, saving, cloning, and overseeing models and contacts. The integration of compliance and marketing resources is designed to boost operational efficiency, making it easier for advisors to manage their workflows. Ultimately, this powerful tool enables advisors to offer customized and insightful presentations that cater to the unique financial requirements of their clients, ensuring they are equipped to meet diverse investment needs effectively.

Copia Wealth Studios presents a mobile-focused wealth management solution that integrates AI-powered document processing, portfolio unification, customized planning, and operational automation, specifically designed for sophisticated investors, family offices, multi-family offices, institutions, and registered investment advisors. By consolidating information from various platforms, accounts, and documents, it offers users a real-time, comprehensive snapshot of their financial landscape, enabling them to protect their assets, boost portfolio performance, make informed decisions, visualize intricate entity and trust structures, predict capital needs, and streamline their operational tasks. The Copia suite includes sophisticated document processing features that effectively extract data from K-1 forms, capital call notices, and distribution statements, as well as tools for entity mapping, performance comparison of managers, automated reporting for both regular and on-demand requirements, natural language document queries, and stringent security protocols such as biometric two-factor authentication and encryption. This holistic strategy not only enhances the efficiency of wealth management practices but also prioritizes a robust level of security and operational effectiveness for all users. Furthermore, the platform’s commitment to innovation ensures that clients can adapt to the ever-evolving financial landscape with ease and confidence.

Strad Pro is a cloud-based CRM designed specifically for Family Offices, catering to professionals such as financial advisors, legal specialists, tax advisors, and insurance brokers, allowing them to provide a fully integrated virtual family office experience for clients at any wealth level. This platform offers a detailed view of clients’ assets, liabilities, and legal documents, complemented by a unified task management system, customizable workflows, and a secure storage for important documents. It also includes a collaborative portal that facilitates seamless communication between clients and advisors, along with marketing tools that can be customized for both online and print purposes. Furthermore, Strad Pro holds certification under SOC 2 Type 2, guaranteeing exceptional data security and confidentiality for its users. By utilizing Strad Pro, advisory teams can collaborate more efficiently, enhance their operational effectiveness, elevate the client experience, and expand their range of services by providing family office-style support. This advanced solution not only redefines how advisory professionals handle client relationships but also significantly improves the quality of service provided across the board, making it an essential tool for those in the industry. Thus, Strad Pro stands out as a transformative resource for wealth management professionals striving for excellence in client engagement and service delivery.

Cutting-edge Wealth Management solutions are accessible to a variety of financial entities including Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We take diverse input formats and protocols from various sources and convert them into a cohesive, standardized output format. This unified method enables our data formats to be 'reused' for developing new interfaces as necessary, significantly reducing the time needed to introduce new features. Through m2Data, financial institutions can provide their clients with a secure and standardized data service while minimizing disruption to daily operations. Additionally, m2Wealth is distinguished as one of the select providers that offer comprehensive EBICS capabilities. M2 has built 'connectors' with numerous European Banks and Custodians that have adopted EBICS as their primary connection protocol, facilitating global daily distribution. As more Banks and Custodians choose EBICS, M2 is proactively working alongside these institutions to further improve their offerings. By enhancing data management processes and strengthening connections, M2 equips financial organizations to thrive in a dynamic marketplace. This strategic approach not only boosts operational efficiency but also positions these institutions to swiftly adapt to changing client demands and industry trends.

Empowering wealth managers and their clients with innovative, secure, and cost-efficient wealth management software tailored for future demands. Discover a wide range of tools that simplify complex processes into intuitive experiences, ensuring each interaction enhances financial success. Performativ is committed to assisting clients across the entire wealth management spectrum. By providing a holistic front-to-back solution, Performativ showcases robust technological features that enrich the service experience. With smooth integrations with custodians, Performativ aids in reducing operational costs while boosting overall efficiency. It streamlines the management of large client portfolios through user-friendly tools, enabling significant time savings on routine tasks. Advisors gain the ability to create tailored reports that cater to their specific requirements, fostering improved communication and increasing client satisfaction. As a result, Performativ is a game-changer in the wealth management sector, equipping its clients with the tools necessary for sustained prosperity and growth. The firm’s innovative approach not only enhances service delivery but also sets new benchmarks in client relationship management.

Point provides a cloud-native platform focused on Investment Data Intelligence (IDI) specifically designed for professionals in wealth and asset management, including family offices, external asset managers, private banks, and advisory firms. This innovative platform adeptly consolidates and standardizes complex investment data such as custodial records, diverse platforms, AIFMs, direct investments, real estate, currency exchanges, and collectibles, functioning within multi-asset, multi-custody, and multi-currency environments. It delivers an independent Investment Book of Record (IBOR) that is updated daily, ensuring that users have access to the most current information. The system efficiently manages the secure intake of data while employing advanced analytics and AI-driven insights, offering detailed visual representations of portfolio performance, associated risks, and potential opportunities through customizable dashboards. With its open APIs and modular framework, the platform seamlessly integrates with front-office CRM systems, client interfaces, reporting solutions, and back-office applications, guaranteeing that data remains accurate, reconciled, and easily shared across different workflows. Consequently, users experience not only improved decision-making capabilities but also significant enhancements in operational efficiency when overseeing their investment portfolios. This comprehensive approach empowers professionals to navigate the complexities of modern investment landscapes with confidence and precision.

Global Wealth Enterprise Solution, commonly known as Global WealthES™ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthES™ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

The iPM Portal integrates portfolio management functionalities with CRM features, delivering users a detailed view of their portfolio information, including analytics and contact details for accounts, portfolios, and composites. Moreover, our wealth management reporting platform offers client access options that significantly improve the digital experience for end-users. This wealth management solution is equipped with customizable dashboards designed for individual, tailored, or aggregated accounts, making it adaptable to diverse user requirements. Among the various tools available are those for portfolio management and investment reporting, as well as onboarding capabilities for investment management. Users can take advantage of performance analytics and in-depth portfolio information, which includes metrics like rates of return, holdings, and transaction details relevant to investment managers. In addition, the client portal functions as a secure and user-friendly interface, allowing clients to conveniently access their account details while offering a web-based overview of reporting, transactions, and vital documents. This comprehensive methodology guarantees that both clients and managers are equipped with the necessary insights for making well-informed decisions, ultimately fostering a more productive investment environment. By prioritizing user experience, the platform enhances engagement and satisfaction.

1fs Wealth is a cutting-edge wealth intelligence platform that leverages AI technology and cloud infrastructure to assist high-net-worth individuals and family offices in efficiently managing a wide array of assets, including public and private investments, real estate, and digital collectibles, all through a unified interface. The platform prioritizes security with features such as multi-factor authentication, comprehensive role-based access controls, and advanced encryption methods. Users gain access to real-time market valuations, market feeds, specialized risk analysis tools, and metrics for evaluating asset distribution and geographical location. It also supports detailed succession planning, equipping future beneficiaries with necessary asset allocation strategies, documentation, and ownership insights. Enhanced collaboration features allow family members, advisors, and external specialists to work seamlessly together, utilizing thorough analytics, peer comparisons, and information related to carbon and ESG considerations. Furthermore, it includes smooth integrations like API connectivity, account aggregation via Plaid, and hedge fund benchmarks provided by Albourne indices, rendering it an all-encompassing solution for refined wealth management. This holistic strategy not only streamlines asset management but also empowers users to navigate the complexities of the constantly evolving financial environment with confidence. By leveraging these advanced tools and insights, users can effectively enhance their wealth management practices and achieve their financial goals.

Wealth management presents a myriad of challenges, including fostering client relationships, maintaining compliance, and handling tasks related to reporting and rebalancing. The Black Diamond® Wealth Platform enables you to dedicate the appropriate time needed to adeptly support your clients at every stage of their financial journey. Featuring intuitive dashboards, robust functionalities, seamless integrations, and exceptional service, it simplifies the delivery of a refined and modern client experience. Clients enjoy a tailored portfolio dashboard that provides immediate insights into performance metrics, expected income, allocation distributions, and activity overviews. Furthermore, the secure two-way document vault facilitates the efficient sending, storage, and auditing of vital documents, such as custodial statements. By integrating external account aggregation, you can accurately assess net worth and create detailed balance sheet reports, thereby improving financial transparency for clients. This comprehensive strategy ensures that both you and your clients remain well-informed and actively involved in the management process while fostering a sense of collaboration. Ultimately, the platform not only enhances operational efficiency but also strengthens the client-advisor relationship.

Greenlock functions as an independent wealth management platform that employs a Swiss-based zero-knowledge architecture, ensuring complete transparency and capital efficiency for both single-family and multi-family offices. The platform provides a wide array of services such as thorough fee benchmarking and reduction, performance audits, optimization of private equity and venture capital investments, real estate management, executive reporting, and core capital risk monitoring. By utilizing sophisticated analytics and net-of-fee evaluations, it uncovers hidden costs associated with banks, private equity, and hedge funds, empowering wealth owners to make well-informed, fee-sensitive decisions. Family offices gain the advantage of generating personalized, automated reports that can be customized to tackle aspects like risk, returns, fees, benchmarks, and non-bank assets. Greenlock integrates effortlessly with existing systems and operates without the sale of financial products or the management of client assets, ensuring that its incentives are entirely aligned with the interests of the owners. With over $2 billion in assets under management, the platform has consistently delivered notable fee reductions for its clients, underscoring its role as a valuable partner in wealth management. This unique capability enables Greenlock to remain agile and responsive to the changing demands of family offices in the current financial environment while continuously striving for excellence.

Designed to meet your specific needs while exceeding your expectations, our solution significantly enhances operational efficiencies for your wealth management firm by consolidating various platform relationships into a single, comprehensive multi-asset and multi-currency investment platform. Regain full control over your client offerings by promoting your brand, tailored investment solutions, and personalized platform fees. Say goodbye to the administrative burden and support tasks associated with other platform providers. We own and operate our technology, guaranteeing maximum automation throughout the platform. Our flexible APIs are essential for enabling prompt and electronic data exchanges with external partners, which effectively reduces the double-entry workload that your business would typically encounter. Furthermore, for wealth management firms utilizing Intelliflo Office as their back-office system, our platform offers a real-time, bidirectional interface for the smooth electronic transmission of all client-related information, greatly improving operational efficiency. This seamless integration not only streamlines workflows but also enriches the overall client experience by ensuring that information remains current and readily accessible at all times. Ultimately, our solution is designed to elevate your firm's capabilities and deliver superior service to your clients.

Explore a financial advisory platform that seamlessly merges dependability with personalization! Wealthbot embraces open-source principles, granting you complete control over your wealth management strategies. By utilizing Wealthbot's efficient automated onboarding system, you can save precious time for both yourself and your business. The platform boasts a unique automated rebalancing feature, which is crafted to help you effectively uphold your clients' risk preferences. Additionally, Wealthbot has engineered a customized custodian integration that empowers major banks to oversee cash management, ensuring that comprehensive physical and technical security protocols are implemented. You have the ability to design distinct portfolio models tailored to the individual requirements of your clients. Wealthbot allows you to assign a specific risk score to each client and offers a range of pre-constructed models that align with their financial objectives. By employing the same robust 128-bit encryption standard used by banks, Wealthbot guarantees the secure management of your clients' assets, with their funds held by your selected custodian and never directly accessed by our platform. With Wealthbot, you not only gain the flexibility and security necessary to enhance your wealth management services but also the peace of mind that comes from knowing your clients' financial well-being is in safe hands. Elevate your advisory practice today with this innovative solution!

Prospero, developed by FINARTIS (previously known as S.A.G.E.), provides an extensive array of solutions designed explicitly for the financial services sector, focusing particularly on family offices and independent asset management. In addition to wealth management, the suite encompasses fund administration and asset management services. This all-encompassing solution addresses every facet of transactional, financial, processing, and reporting needs across the financial industry, effectively bridging the gaps between front-office, middle-office, and back-office operations. By integrating these various functionalities, Prospero ensures a seamless and efficient workflow for financial institutions.

Comarch Wealth Management is a comprehensive platform that equips you to provide exceptional investment guidance to a diverse clientele, regardless of their evolving needs. Within minutes, you can determine the next steps to take, fostering continuous communication and building enduring relationships. Our system supports both clients and advisors in making informed investment choices methodically. Regardless of the volume of clients or their specific segments, the quality of your service will remain consistently high, irrespective of your advisors' experience levels. The platform enables you to grasp a client's entire investment landscape with just a quick look, facilitating precise recommendations within a single meeting. Accessibility is enhanced through features like a client app, virtual meetings, and collaborative investment ideas. Moreover, staying updated on market trends and client activities becomes simpler, ensuring you remain well-informed and responsive to changes. Ultimately, this approach not only streamlines processes but also strengthens the bonds with your clients.

Quantfolio operates as a versatile digital investment advisory platform and robo-advisory solution that leverages an API framework designed specifically for banks, wealth management firms, and fintech entities. This innovative system streamlines and improves a variety of functions, such as client onboarding, conducting suitability assessments, performing risk evaluations, generating automated proposals, ensuring compliance in documentation, and executing investments effectively. At its core, the Investment Engine allows organizations to embed their distinct investment philosophies through tailored workflows, while the robo-advisory component supports scalable self-service options that cater to both retail and mass-affluent clients. The order-execution feature ensures a seamless shift from strategic planning to actual trading, incorporating compliance safeguards that help reduce regulatory risks. Moreover, the platform integrates ESG considerations, enables white-label branding, and respects sustainability preferences in its operations, empowering institutions to deliver personalized, efficient, and compliant investment advice at scale. Moreover, Quantfolio stands out as an essential resource for financial organizations seeking to modernize and elevate their investment advisory offerings in a rapidly evolving market landscape.

Summit Wealth is an innovative technology company dedicated to developing advanced financial tools specifically designed for wealth management specialists and financial advisors. The firm creates user-friendly, data-driven platforms that enhance the efficiency of portfolio management, client communication, financial strategizing, and performance evaluation. By emphasizing intuitive design and seamless integration capabilities, Summit Wealth empowers financial experts to deliver personalized advice and superior service to their clients. Notably recognized for its commitment to both creativity and reliability, Summit Wealth enables organizations to optimize their operations, make strategic decisions, and achieve remarkable client outcomes in a demanding financial landscape. Their solutions are not just groundbreaking; they are crucial for maintaining a competitive edge in the current market, ensuring that financial professionals can adapt to evolving client needs and industry trends.

Leverage cutting-edge technology that embodies your unique investment strategies, core values, and data assets. Integrate your proprietary data, analytical frameworks, and impactful visualizations to create a persuasive story. Take advantage of the vast capabilities, efficiency, and strong security provided by a cloud-based open architecture, enabling the development of large-scale portfolios and collaborative efforts. Jacobi stands ready to elevate your investment approach through its contemporary, scalable cloud platform. Construct and evaluate portfolios aimed at specific goals within a unified visual environment. Deepen your analysis to understand the broader implications of your choices across various portfolios. Undertake and expand custom, forward-looking, and retrospective analyses while adeptly managing the risks associated with your portfolios. Foster active engagement with stakeholders, including clients, to promote their involvement. The platform offers sharp, customizable visualizations that can be tailored for branding purposes. Easily share access and permissions among teams and individuals to enhance collaboration. This methodology empowers both portfolio management and sales teams, ultimately leading to improved investment results. Additionally, the platform's user-friendly interface ensures that even those new to investing can navigate and utilize its features effectively.

Agilis Wealth Management is fundamentally focused on enabling you to adeptly oversee your clients’ financial assets while simultaneously encouraging growth for both your clients and your own practice. Understanding the necessity of developing strong relationships with clients, Agilis WM presents a unique platform that delivers a holistic 360° view of your investors, allowing for precise management. Our offerings include Portfolio Rebalancing that helps guide you back on track with tactical Trade Recommendations. With our Trade Order Management system, you can benefit from a streamlined process that enhances productivity and helps you adapt to the constantly shifting market conditions. Moreover, our Risk Management tools are designed to uphold compliance with regulatory and internal standards. We also provide vital Analytics for sound technical assessments, and our Model Portfolio feature allows you to either benchmark against indices or customize it to fit your unique models, ultimately improving your investment strategies and client satisfaction. By utilizing these powerful resources, you can elevate the level of service you provide to your clients, ensuring that their needs are met with excellence. This comprehensive approach not only benefits your clients but also positions you for long-term success in the industry.

In the current complex and competitive landscape of investments, maintaining a competitive edge is essential. Leveraging advanced technology can greatly enhance your probability of achieving success. Enter Advent Portfolio Exchange (APX), the pioneering all-in-one solution that merges client relationship management with portfolio oversight. As an integral part of the comprehensive Advent Investment Suite, APX effortlessly connects every aspect of your organization—from the front office to the back office—on a single, cohesive platform. It comes with flexible deployment options, whether it is set up on-premises or accessed through the cloud, with or without supplementary outsourcing services. Furthermore, APX features composite management capabilities that facilitate compliance with GIPS standards. This groundbreaking solution is designed to manage virtually all asset classes within a unified technological system. It adeptly handles traditional investment instruments such as equities, fixed income, mutual funds, FX, and derivatives, alongside alternative assets like private equity. By minimizing the need for manual input, APX improves accuracy and provides a real-time, comprehensive view of portfolios, strategies, positions, and cash flow, thus optimizing overall investment management. By integrating APX into your operations, you can elevate your investment strategies, ensuring you stay at the forefront of an ever-changing market landscape. This powerful tool not only streamlines processes but also empowers investors to make more informed decisions and adapt swiftly to market shifts.

We provide tailored data solutions that optimize your workflow, powerful analytics that drive exceptional performance, and insights that grant important perspectives. FactSet serves over 6,000 organizations within the financial sector, assisting them in addressing critical challenges such as minimizing technology costs, creating efficient workflows, mitigating risks, and implementing robust data governance throughout their operations. With a network of more than 160,000 investment professionals depending on our comprehensive data feeds, desktop analytics, web and mobile tools, as well as dedicated client support, we transform the way they discover, assess, and capitalize on market opportunities. Our unwavering commitment to quality ensures that clients are consistently prepared to maneuver through the intricate dynamics of their respective industries, ultimately fostering a proactive approach to their strategic initiatives. Additionally, our innovative solutions adapt to the evolving demands of the market, reinforcing our position as a leader in financial analytics.

WealthArc utilizes a powerful API engine designed to enhance the automation, integration, and synchronization of wealth data, which significantly reduces the time necessary for reporting, compliance, and other administrative tasks. Recognized for its excellence, this user-friendly platform enables wealth managers to fulfill client needs with remarkable efficiency and high-quality information. In the current environment, asset managers are increasingly aware of their clients' rising expectations for security, accessibility, and innovative digital solutions. Our state-of-the-art platform supports asset managers in their everyday activities by offering reliable portfolio management, governance, KYC, CRM, and reporting modules, along with various other functionalities. Additionally, WealthArc's advanced features enable Single and Multi Family Offices to dedicate more effort to cultivating trust-based relationships with their clients, which ultimately boosts client satisfaction and loyalty. By streamlining these critical functions, WealthArc not only enhances operational efficiency but also allows professionals to concentrate on providing personalized services and fostering deeper connections with their clientele. This transformative approach positions them to thrive in a competitive marketplace where client expectations are ever-evolving.

Enhance every aspect of your back-office functions using Garradin, Bravura’s comprehensive solution tailored for private wealth and portfolio management, which enables you to manage all your administrative tasks and reporting needs through a single, cohesive system. As a premier tool for private wealth and portfolio administration, Garradin is tailored to meet the diverse administrative requirements of various investment types, including retail and wholesale wealth management, trusts and estates, SMSFs, managed accounts, fund accounting, and tax obligations. Built on an open and scalable framework, Garradin provides a modular and customizable structure that delivers exceptional flexibility and operational efficiency, supporting the growth of your business. By consolidating your systems into one platform, your organization can create a proactive foundation focused on enhancing client satisfaction, driving business performance, and ensuring compliance. The Garradin platform not only optimizes your operations but also empowers you to utilize the most comprehensive private wealth management solution currently available, ultimately cultivating a more resilient and future-oriented business landscape. This strategic integration fosters a harmonious environment where efficiency and client-focused services thrive simultaneously.

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.