SMART Business Suite

SMART Business Suite

Integraal Solutions
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About

Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

About

Leading private banks and financial firms use SMART for wealth management to drive their business, support their strategy and support their digital transformation. Data is everywhere and the biggest challenge is the quality of the data. Banking, and especially Wealth Management, is complex and requires being proactive, efficient and pragmatic. The quality of the data is essential and it must be admitted that not everything is perfect. Data is the result of our business processes: it highlights our strengths and weaknesses. We should not expect data to be perfect, it probably never will be, however, we should pay particular attention to key data that have a strong impact on the organization. A data culture cannot be improvised, it is built over time and requires a strong impetus from the management teams. Profitability management is based on the analysis of accounting and analytical transactions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Audience

Enterprises searching for a decision-making platform for their wealth management operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$195.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blueleaf
www.blueleaf.com

Company Information

Integraal Solutions
Founded: 2009
Switzerland
www.integraal-solutions.ch/en/smart-for-wealth-management-dashboards-private-banking-en/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Allvue

Allvue

Allvue Systems
Assetmax

Assetmax

Fimax AMS

Categories

Categories

Investment Management Features

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

Integrations

Avaloq Core
Everysk
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
MoneyGuide
Nitrogen
Oracle Cloud Infrastructure
PostgreSQL
RightCapital
Riskalyze
SQL Server
Talend Data Catalog

Integrations

Avaloq Core
Everysk
IBM Db2
IBM Netezza Performance Server
Microsoft Excel
MoneyGuide
Nitrogen
Oracle Cloud Infrastructure
PostgreSQL
RightCapital
Riskalyze
SQL Server
Talend Data Catalog
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Claim Blueleaf and update features and information
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Claim SMART Business Suite and update features and information