Wealth Management Software

Invest|Pro wealth management software allows front to-back-end management and investment administration of personal wrapped and un-wrapped wealth products. The system’s key features below provide users control of a multi-currency online investment portal, full investment administration functionality, and continuous oversight.

With our deep knowledge and experience of wealth management, investment management and private banking, CREALOGIX delivers proven and robust technology that not only underpins core activities, but also provides a roadmap for digital wealth management transformation – enabling your clients to interact how and when they want.

User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Advisor’s modules and functionalities are versatile and tailored to the needs of advisors, portfolio managers, financial planners, and investors.

ImpaQt Wealth is a comprehensive wealth management platform with a difference. In addition to offering award-winning risk management and portfolio optimization capacities, ImpaQt Wealth holistically integrates ESG preferences throughout the entire client lifecycle: from capture during onboarding, to application in portfolio construction and optimization, to visualization in reporting. Available via REST APIs, or wrapped in a sleek and intuitive UI, ImpaQt Wealth empowers wealth managers and their clients to make informed, impactful choices and target sustainable growth.

IMVS provide wealth management solutions to investment managers, discretionary fund managers, wealth managers, asset managers and financial advisers (IFAs) in order to relieve the administrative burden of managing money.

Evooq helps wealth and asset managers strengthen their offering and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple.

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems.

Avaloq Wealth automates a full, client-focused investment process to strengthen and streamline your advisory and discretionary business. A unified platform combines four applications tailored to your specialists. Investment analysts, portfolio managers, advisors and relationship managers collaborate via appealing interfaces that produce coherent strategies, personalized portfolios and timely advice for clients along a seamless investment journey. A unified data model ensures that data stays consistent, actions taken transparent and operational risk in check.

aixigo has the world's fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, financial planning, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers.

The platform allows brands to easily embed wealth management into their offering. Services can be tightly integrated into an existing journey, or offered standalone. The platform connects brands with our regulated and fintech ecosystem partners to deliver the end-to-end customer journey and fulfilment.