And, with three Financial Services Cloud releases per year, users stand at the forefront of wealth management innovation. This means ongoing access to new features and enhancements designed to help advisors grow their business and remain competitive against emerging FinTechs. Wealth management is a broad term and the advising landscape is changing drastically to meet the changing needs of its clients. FIN/S is established with a powerful workflow engine so as to streamline all business processes with easy-to-create workflows. It provides all the major features that managers and officers need so as to be efficient in their daily tasks while at the same time it reduces operational and settlement risks.


Transformational, front-to-back operating system that enables seamless, fully-integrated solutions for asset…… Linedata Longview for Wealth Managers provides the most sophisticated tools necessary to meet today’s wealth management requirements. Designed for ease of use in one integrated platform, it offers a single, consolidated view through a configurable and flexible portfolio management dashboard. Linedata Longview for Wealth Managers leverages all of the Front…… Solving the diverse and ever-evolving array of client challenges related to the effective management and support of complex wealth is not solely a matter of technology or service alone. SEI Archway couples enterprise-grade, proprietary, state-of-the-art technology with a superior level of client service and support to offer the industry’s only fully-integrated accounting, investment management and reporting solution.

Tailored, tech-forward wealth management software.All on a single platform.

Take advantage of the wealth of insight and information available from industry experts in Bank Systems & Technology Online Buyer’s Guide. From product listings with links to vendor product pages to free white papers and press release downloads, you are sure to find the knowledge you need. Create new ways to help your clients achieve their investment goals. Interface directly with custodians for a higher volume of transactions, including those global players in the industry . Setup audit trails and logs according to your internal compliance rules.

Enhance investment experiences and get approvals 25x faster

At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. I happen to think that Financial Planning Magazine does a great job with their annual tech survey, and I included one of their charts above, which happens to be from 2018. I have to give a shout out to organizations that try to provide this data.

Technology Services

Charles River’s Wealth Management Solution helps wealth managers, private banks and financial advisors support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business. Comprehensive multi-asset/multi-currency functionality supports tailored portfolio strategies such as separately managed accounts and unified managed accounts . Traditional investment, performance and risk assumptions are being challenged as never before. To succeed in these uncertain economic times, financial institutions need a proven technology partner that delivers wealth management solutions that address the need for proactive investment management, planning and portfolio administration. CGI Wealth360TM is a comprehensive suite of solutions that help wealth…… Partnered with 70+ financial institutions Award-winning digital wealth management solutions Your one-stop-shop digital wealth management platform Financial institutions are rapidly embracing FinTech to enhance their product offerings.