Client Reporting Systems for Wealth Management
Platforms that generate personalized reports and statements for wealth management clients.
Other Wealth Management
Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
Portfolio management, trading and rebalancing, performance reporting, fee billing, and client communications. The platform offers customizable reporting with dynamic data visualization.
Portfolio management, client reporting, order management, risk analysis, and regulatory compliance. The reporting module offers customizable templates, branding options, and automated delivery.
Portfolio management, client reporting, fee calculation, order management, and compliance monitoring. The reporting solution offers customizable templates, automated generation, and digital delivery.
Portfolio analysis, performance reporting, investment advisory, and client communications. The reporting module offers customizable templates, interactive visualizations, and omnichannel delivery.
Investment Café is an end-to-end portfolio management platform allowing wealth managers to report on investments, track performance, and manage data in real time.
Offers data integration and visualization tools for wealth managers, providing customizable reports and dashboards that consolidate portfolio and market data for clients.
Client reporting and performance monitoring tool that offers customized client reports, real-time performance data, and comprehensive insights to improve client engagement and satisfaction.
Aladdin is an integrated investment platform that provides portfolio management, risk management, and reporting tools, enabling wealth managers to manage investments across various asset classes efficiently.
