Our platform streamlines your admin, connecting to all leading back-office and data services, allowing…… Automated modules embedded in the platform amplify operational efficiency, which results in cost reduction, saved time, and an additional business generation. CWM’s proprietary end-to-end advisory process – from client onboarding, through relationship nurturing, to reporting will make your job much easier. Below is a snapshot of some of the trends — driven by cutting-edge technologies — that will reshape the wealth management industry. We’ll explore trends driven by artificial intelligence in this article. We have already covered chatbots in our previous article Conversational AI in Capital Markets.


Combining back office efficiency with front office differentiation, WealthSuite offers sophisticated portfolio management…… The Saffron Robo Solution is a B2B client lifecycle management tool for private client, IFAs, wealth and asset management companies which is deployed via a secure cloud based infrastructure and an intuitive web or app interface. Our solution allows our clients to deliver fully customisable robo advisory, goal planning and risk profiling…… Since 2004, our team has developed over a half dozen custom portfolio management systems covering all asset classes and supporting a wide range of investment strategies. Ruby is the product of all these years of experience working with portfolio managers and their COOs to provide solutions to their specialized challenges,……

JUMP Wealth Management

Leverage user-centric and client-ready software created and tested with more than 200 wealth management specialists. Increase your productivity with automatic identification of new sales opportunities. Save your portfolio managers’ time by automating manual processes and compliance tasks. A comprehensive Reporting, Analytics and Business Intelligence product allowing banks to be more efficient and profitable by providing robust, banking specific, financial, profitability, customer, and digital analytics. “Best wealth management software in the market! Absolutely loved it.”