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| Vendors > Enterprise > Wealth Management | |||||||||||||||||||||||||
| Wealth Management | Related Links | ||||||||||||||||||||||||
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 Windham Portfolio Advisor Windham Global Solutions 200 Clarendon Street T26 Boston, MA 02116 Phone: (866) 533-5529 Email: info@windhamgs.com Website: www.windhamgs.com The Windham Portfolio Advisor® (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA’s intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham’s experienced client servicing team. Work with Windham for access to:
Top Activiti 470 Atlantic Avenue Boston, MA 02210-2205 Phone: (617) 273-8424 Email: info@activiti.com Website: www.activiti.com Activiti delivers enterprise distribution solutions that drive significant and measurable value to investment management firms, its sales and marketing team and clients. Activiti provides enterprise-class distribution solutions to investment management firms, including pure investment management businesses or firms connected to an investment bank, brokerage firm, insurance company or broker dealer. Activiti’s product suite enables firms to develop successful distribution businesses that extend their current business models from constrained, manual-based operations to profitable, scalable operations which can capitalize on competitive advantages. Top Adhesion Wealth Advisor Solutions Inc. 5935 Carnegie Blvd Charlotte, NC 28209 Phone: (888) 295-8351 Website: www.adhesionWealth.com Adhesion has been delivering wealth advisor solutions since 1999. Its WealthADV platform is a comprehensive managed investing service, providing complete Unified Managed Account, client reporting and back office solutions to RIAs to help them stay at the forefront of the market and grow successful practices. Top Atom Align Blaze Portfolio Systems 2105 N. Southport Avenue, Suite 200 Chicago, IL 60614 Phone: (888) 987-7999 Website: www.blazeportfolio.com BlazePortfolio provides streamlined technology applications to investment firms. Launched in 2005, BlazePortfolio has designed unique software for advisory firms to enhance the trading and household modeling process. The flagship application is Atom Align, a web-based, hybrid order management system designed for advanced household modeling and mutli-strategy, multi-custodian, and a multi-asset class approach to managing client portfolios. Top
Fincentric 13571 Commerce Parkway, Suite 200 Richmond, B.C., Canada V6V 2R2 Phone: (604) 278-6470 Website: www.fincentric.com Fincentric is a leading provider of core retail banking and customer value management software solutions. Our Wealthview™ suite of integrated, customizable solutions provide a single view of the customer. With our software, innovative financial institutions can leverage customer knowledge to deliver personalized service and product offers, and develop profitable customer relationships. Through strategic alliances with Microsoft, HP, Intel, and other international partners, many financial institutions in over 25 countries, use Fincentric's solutions. Top Fusion Advisor Wealth Portal 112 N. Curry Street Carson City, NV. 89703 Phone: (866) 944-8773 Website: www.fusionadvisor.com Website: www.wealthportal360.com Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to:
Top iBalanceTM softTarget Inc. 139, Dresden Avenue Montreal, Quebec H3P 3K1 Phone: (514) 340-1414 Email: info@softTarget.com Website: www.softTarget.com softTarget’s iBalanceTM Wealth Management platform integrates compliance management, portfolio modeling, strategic portfolio rebalancing, workflow automation and reporting. It drastically improves efficiency and control while helping reducing costs. It provides the ability to react quickly, precisely and consistently while delivering personalized and increasingly complex portfolio management services. You can achieve pre-trade / just-in-time compliance, family portfolio management, active tax management, etc. It can integrate with an existing back office system and feed the trading system of your choice, preserving your technology investments. Top  IMS (Investment Management System) Isis Financial Systems 14 Felton Street Waltham, MA 02453 Phone: (781) 209-02649 Email: sales@isisfs.com Website: www.isisfs.com Isis Financial Systems is a leading provider of portfolio-management and accounting software and services. Our solution - “IMS” provides mission-critical services to asset managers, hedge funds, mutual funds and pension plans. A robust multi-currency integrated application (front, middle, back office) IMS is designed to account for most any negotiable instrument (equities, fixed income, structured products), mutual funds (NAV), hedge funds and funds of funds. Portfolio management features include rules based modeling and compliance, performance measurement (GIPS, TWRR, IRR plus more), risk analytics and pre-trade and post trade scenario tools. IMS’ flexible reporting engine enhances customer service by enabling managers to quickly respond to customer requests with precise “on the spot” reporting and analysis. IMS services $100B AUM. Top Interface Software 1420 Kensington Road, Suite 320 Oak Brook, IL 60523 Phone: (630) 572-14000 Email: sales@inteface.com Website: www.interface.com InterAction is a client relationship management solution that empowers financial services firms to transform their scattered data into Relationship Intelligence — a firm-wide asset that reveals the unique and complex connections between people, companies, relationships, experience and expertise. Relationship Intelligence empowers professionals to leverage who and what they know to uncover new revenue opportunities and close deals. Deal makers, analysts, asset managers and other financial professionals can quickly and easily mine InterAction's Relationship Intelligence for competitive advantage. Top IPS AdvisorPro® 9130 S, Dadeland Blvd., Suite 1625 Miami, Florida 33156 Phone: (330) 724-7145 Email: sales@IPSAdvisorPro.com Website: www.IPSAdvisorPro.com IPS AdvisorPro® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS). IPS templates addressing eight specific client types, and corresponding questionnaires for gathering pertinent client information for IPS preparation, are included. The tool provides flexible options which allow users to craft the content and flow of the templates to describe their unique processes and procedures, and further tailor every client IPS they create. Compliance officers and administrators are offered the ability to restrict the editing and removal of any IPS content by other users, helping to ensure consistent deliverables among firms, and from client to client. And, users can efficiently edit their investment policy, and with one click, broadcast those changes to all previously created IPSs in preparation for impending client meetings. Developed by practicing financial advisors Norm Boone, CFP® and Linda Lubitz Boone, CFP®, authors of Creating an Investment Policy Statement: Guidelines and Templates (FPA Press, 2004), IPS AdvisorPro® is helping over 1500 users to systematize and standardize their investment process. Current integrations include MoneyGuidePro™ Financial Planning Software and Redtail Technology (CRM). Top
InvestEdge, Inc. 1151 Freeport Road, Suite #396 Pittsburgh, PA 15238 Phone: (800) 830-1839 Email: info@investedge.com Website: www.investedge.com InvestEdge is a leading provider of wealth management solutions to banks, trust companies, brokerage firms, and financial advisors. Through an integrated wealth management platform, InvestEdge automates key front office functions including portfolio management, performance measurement, investment reporting, compliance monitoring, CRM, and knowledge management. The results? Dramatic improvements in the productivity of investment managers, increased assets from existing and prospective clients, and simplification of the IT environment. Top
Investment Technologies 320 East 72 St., Suite 9C New York, NY 10021 Phone: (212) 724-7535 Email: info@investmenttechnologies.com Website: www.investmenttechnologies.com Investment Technologies is a software development firm specializing in sophisticated investment solutions for the bricks-and-mortar and online financial services industries. We are specialists in desktop and web-based application design and deployment, as well as being skilled with institutional-quality investment technology that includes portfolio optimization, investment-performance and risk measurement, behavioral finance, Monte Carlo simulation, personal risk assessment, individual retirement planning, reporting on capital-market performance, and forecasting future asset and fund returns. Delivery of these solutions ranges from development of an entire private-labeled platform incorporating all these technologies, standalone desktop applications, to licensing of individual components for integration into your existing platform. The technology can be private labeled or co-branded with IT. Top NorthStar 50 Fremont Street San Francisco, CA 94105 Phone: (415) 344-6100 Email: info@northstar.com Website: www.northstar.com NorthStar is a leading provider of wealth management and asset management solutions for the financial services industry including leading retail brokerage firms, global private banks, trust companies, commercial banks, asset management providers, insurance companies, and other service providers to Registered Investment Advisors (RIAs). NorthStar's customers have over $1.7 trillion in assets under management. NorthStar's enterprise advisory offering is based on extensive work with leading global financial services institutions. The resulting solution set enables financial services institutions to extend their advisory capabilities, deliver on their strategic imperatives, and operate profitable advisory businesses. Top RiskMetrics Group 44 Wall Street, 22nd Floor New York, NY 10005 Phone: (212) 981-7475 Email: americas@riskmetrics.com Website: www.riskmetrics.com RiskMetrics Group provides financial analytics and wealth management solutions to hundreds of financial institutions, corporations and central banks worldwide. Since 1994, RiskMetrics Group research has set the standard for financial risk management. RiskMetrics Group analytics, data and services enable users to measure and manage risk, and to communicate that risk to managers, clients, investors, shareholders and regulators. Formerly a division of JP Morgan, RiskMetrics Group became an independent company in 1998. The company is headquartered in New York City, with seven offices worldwide, including London, Tokyo and Singapore. Top Sanchez 40 Valley Stream Parkway Malvern, PA 19355 Phone: (610) 296-8877 Website: www.sanchez.com Sanchez is a global leader in developing and marketing scalable and integrated software and services that provide banking, customer integration, brokerage and wealth management solutions. Top Smartleaf, Inc. 840 Memorial Drive, 3rd Floor Cambridge, MA 02139 Phone: (617) 491-6669 Email: sales@smartleaf.com Website: www.smartleaf.com Smartleaf makes software for financial firms that manage individual investor accounts. Smartleaf's offering, Smartleaf Portfolio Manager, provides an integrated workflow solution for the customized management of individual portfolios, enabling financial institutions to grow by providing highly effective and personalized private wealth management at low cost. Top Sungard WealthStation 4 Triad Center, Suite 700 Salt Lake City, UT 84180 Phone: (800) 752-6637 Email: online@sungard.com Website: www.online.sungard.com SunGard's WealthStation™ is a comprehensive, highly-scalable, web-based wealth management workstation designed to help financial advisors manage and monitor the diverse assets and increasingly complex portfolios of their clients. WealthStation provides firms with the tools they need to aggregate, allocate, optimize, plan, and monitor their clients' holistic portfolio and estate needs on a continual real-time basis. It also offers robust and fully integrated collaboration, workflow and report generation tools, helping firms and advisors improve their level of service and strengthen their most valuable asset - their client relationships. Built from the ground-up using the latest technology, WealthStation ultimately brings together SunGard's 20 years of experience in asset allocation, portfolio optimization, financial planning, data consolidation, market data and rules-based decision making to provide a truly integrated, enterprise-class offering. Top Ticoon Technology 56 The Esplanade, Suite 404 Toronto, Ontario M5E 1A7 Phone: (416) 513-9524 Email: info@ticoon.com Website: www.ticoon.com Ticoon enables financial institutions to arm their advisors with an integrated, web-based solution that stimulates stronger, more profitable client relationships and drives the financial institution's competitive advantage. Ticoon's Wealth Management Platform has been designed to meet the needs of the wealth management industry and focuses on these key fundamentals: Achieving Total Data Consolidation, Promoting Communication & Collaboration, Providing Rich Data Analysis Tools & Reporting and Driving Sales & Marketing Campaigns. Top x.eye incorporated 2425 Matheson Blvd. East, 4th Floor Mississauga, ON L4W 5K4 Canada Phone: (416) 601-9833 Email: info@xeye.com Website: www.xeye.com x.eye Incorporated is a global provider of wealth management technology solutions to the financial services industry. x.eye’s .wealth.manager™ was developed to provide financial institutions with a highly scalable, enterprise-wide wealth management platform, and a suite of best-of-breed business solutions that help firms leverage technology, lower costs, increase revenue and better manage the needs of their ever demanding client base. x.eye.wealth.manager provides the tools to holistically manage clients' financial needs and seamlessly service client relationships across the multiple-channels of diverse financial institutions. |
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