The Best Wealth Management Softwares in Europe
Uncover the finest wealth management software solutions available in the European market with our comprehensive list. Streamline your financial operations and enhance your investment strategies with cutting-edge technology designed for wealth management professionals. From innovative tools for portfolio analysis to robust reporting capabilities, our directory showcases the top software providers that can elevate your financial planning and decision-making. Navigate the European wealth management landscape with confidence by exploring our carefully curated selection of the best software options available.
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Compare The Best Wealth Management Softwares in Europe
5 Companies Available in The Best Wealth Management Softwares in Europe
Limina Financial Systems
https://limina.comCompany description
Limina Investment Management Solution (IMS) is a Front-to-Middle Office Solution that let investment managers focus on what matters: producing investment returns with minimal operational risk. The open platform help Asset Managers overcome fragmented workflows and increase confidence in data and oversight. Limina was founded by former investment managers that set out to create a solution to the challenges they faced. The solution now offered by Limina is engineered in Sweden and delivered by industry experts globally.
Company size
1-10
Headquarters
Sweden
Total funding
$5,361,140
Year founded
2014
Revenue
$0-$1M
Momentum Score
Top Competitors
Velmie
HedgeGuard
Topaz Digital
Elysys
corfinancial
Ryedale
Performativ - Wealth Management Software
https://performativ.comCompany description
Performativ makes it easier for financial services companies to deliver high-quality reporting on financial and non-financial metrics. By leveraging proprietary data models and open banking-based technology, Performativ connects banks and custodians with investors and asset managers. Small firms that were previously unserved by the market’s currentvendors can now deliver best-in-class reporting.With a couple of clicks financial institutions can: * provide clients and investment managers aggregated, real-time portfolio information in a white-labeled universe. * customize contracts and rebalancing proposals * streamline regulatory reporting * make sure they are up to date with locally relevant KYC/AML guidelines; * charge and verify fees for investment management services;* monitor and set up alerting regimes for the client and investment managers;and much more.As the only provider in the space, we are completely agnostic of other back-office systems (featuring a proprietary AI-powered integrations with custodians and brokers). Investment firms can select only the relevant part of our offering that compliments their business. Also we allow full control through a state-of-the-art API.
Company size
10-50
Headquarters
Denmark
Total funding
$6,964,000
Year founded
2020
Revenue
$1M-$10M
Momentum Score
Top Competitors
Velmie
Asora Technologies Limited
Topaz Digital
ERI
KeeSystem
corfinancial
Aisot Technologies
https://aisot.comCompany description
aisot’s AI Insights Platform enables asset managers, financial advisors, and brokers to optimize existing portfolios or construct new, fully personalized portfolios and turn them into tradable securities. Built by a dedicated team of scientists and engineers, aisot currently covers both traditional assets and cryptocurrencies.
Company size
10-50
Headquarters
Switzerland
Total funding
$2,439,000
Year founded
2019
Revenue
$1M-$10M
Momentum Score
Top Competitors
Performativ - Wealth Management Software
corfinancial
ERI
Axyon AI
Profile Software
QPLIX
Company description
FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. They partner with banks, insurers and asset managers to help consumers achieve their financial goals. FNZ's technology, transaction and custody services enable their clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace that are efficient, flexible, transparent and scalable, supporting market, demographic and regulatory trends worldwide.
Company size
1,000-10,000
Headquarters
United Kingdom
Total funding
$1,400,000,000
Year founded
2004
Revenue
$250M-$500M
Momentum Score
Top Competitors
Comarch
Comarch
Objectway
InvestCloud
Sopra Banking Software
Profile Software
HedgeGuard
https://hedgeguard.comCompany description
HedgeGuard provides Crypto portfolio management software and middle office services to help you launch and grow your crypto funds.
Company size
1-10
Headquarters
France
Total funding
$8,114,000
Year founded
2006
Revenue
$0-$1M
Momentum Score
Top Competitors
Limina Financial Systems
Velmie
FINARTIS Group SA
corfinancial
Topaz Digital
Amunditechnology
Wealth Management Software Topic Landscape
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