Wealth Management Software

Advent Portfolio Exchange (APX) is an integrated solution for portfolio management, performance measurement, accounting and reporting It brings together the work of the front, middle and back office, all in one place. APX enables investment managers to easily oversee portfolios and strategies for individuals, institutions and funds, and track holdings, transactions and performance while keeping control all along.

Aladdin Wealth is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are changing how advisors engage with individual investors and transforming wealth businesses. As a central processing system for investment management, Aladdin integrates and connects functions that help manage money. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and systems to help support a seamless investment process.

A single, global platform to help the world’s leading fund administrators, asset managers, insurance companies and pension funds achieve increased operational efficiency, whilst reducing risk. , Temenos Multifonds delivers the functionality, scalability and flexibility to address the demands of investors and the asset management industry today and tomorrow.

FNZ is a global FinTech platform which partners with many of the world’s leading financial institutions to transform the way they serve their wealth management customers. FNZ Platform-as-a-service offering is a unique combination of market leading technology, IT infrastructure and investment operations. Front office digital delivery is seamlessly integrated with back-office operations and in-region hosting and infrastructure.

Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals. Morningstar's expansive data and independent research help you unpack complexity and move with industry shifts, so your analysis is always clear, meaningful, and relevant.