Advent Genesis
Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution.
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FamilyWealthGuru
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.
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Third Financial
Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client.
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Jacobi
Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams.
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