Wealth Management

All Listings

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.

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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.

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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

IMS is a robust multi-currency real time portfolio management and accounting solution. A scalable, integrated real time application, it is designed to accurately account for and track most any negotiable and non-negotiable instrument. Participant accounting for mutual funds (NAV) and fund unitization are an integral part of the system. Accounting features: projects cash flows and valuations enabling “what if” analysis, provides a complete history of all activity, integrated audit controls and powerful query/reporting capabilities. Portfolio features: integrated portfolio modeling, performance measurement (AIMR/TWRR), compliance (rule 2a7 and UCITS), portfolio analysis scenario tools, yield curve analysis and full tax reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.