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

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Limina Financial Systems

https://limina.com

Company 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

61

Top Competitors

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Velmie

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HedgeGuard

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Topaz Digital

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Elysys

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corfinancial

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Ryedale

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Performativ - Wealth Management Software

https://performativ.com

Company 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

60

Top Competitors

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Velmie

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Asora Technologies Limited

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Topaz Digital

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ERI

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KeeSystem

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corfinancial

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Aisot Technologies

https://aisot.com

Company 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

44

Top Competitors

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Performativ - Wealth Management Software

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corfinancial

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ERI

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Axyon AI

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Profile Software

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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

44

Top Competitors

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Comarch

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Comarch

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Objectway

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InvestCloud

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Sopra Banking Software

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Profile Software

Company 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

36

Top Competitors

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Limina Financial Systems

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Velmie

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FINARTIS Group SA

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corfinancial

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Topaz Digital

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Amunditechnology

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