Advent Portfolio Exchange
Advent Portfolio Exchange
SS&C Technologies

Advent Portfolio Exchange

Composite Score
8.0 /10
CX Score
8.4 /10
10 Reviews
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Advent Portfolio Exchange (APX) is an integrated solution for portfolio management, performance measurement, accounting and reporting It brings together the work of the front, middle and back office, all in one place. APX enables investment managers to easily oversee portfolios and strategies for individuals, institutions and funds, and track holdings, transactions and performance while keeping control all along.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Aladdin Wealth
Aladdin Wealth
BlackRock

Aladdin Wealth

Composite Score
7.8 /10
CX Score
8.2 /10
14 Reviews
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Aladdin Wealth is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are changing how advisors engage with individual investors and transforming wealth businesses. As a central processing system for investment management, Aladdin integrates and connects functions that help manage money. From portfolio management and trading to compliance, operations, and risk oversight, Aladdin brings together people, processes, and systems to help support a seamless investment process.

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Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
Morningstar Direct
Morningstar Direct
Morningstar, Inc.

Morningstar Direct

Composite Score
7.6 /10
CX Score
7.7 /10
10 Reviews
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Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals. Morningstar's expansive data and independent research help you unpack complexity and move with industry shifts, so your analysis is always clear, meaningful, and relevant.

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Pros

  • Helps Innovate
  • Efficient Service
  • Client Friendly Policies
  • Client's Interest First

Products below are ineligible for awards due to insufficient recent reviews

FNZ Platform
FNZ Platform
FNZ Group

FNZ Platform

Composite Score
7.4 /10
CX Score
7.9 /10
7 Reviews
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FNZ is a global FinTech platform which partners with many of the world’s leading financial institutions to transform the way they serve their wealth management customers. FNZ Platform-as-a-service offering is a unique combination of market leading technology, IT infrastructure and investment operations. Front office digital delivery is seamlessly integrated with back-office operations and in-region hosting and infrastructure.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
INDATA
INDATA
INDATA

INDATA

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3 Reviews
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Optimize and simplify the investment process for global investment managers through the provision of sophisticated and state-of-the-art software solutions in the most flexible and cost-effective way. Using a cloud-native approach and innovative technology, INDATA’s mission is to be the partner of choice for any investment manager reviewing or upgrading trade order management systems, portfolio accounting, data warehouse/stand-alone reporting, or front-to-back office investment management software.

FinFolio
FinFolio
FinFolio

FinFolio

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2 Reviews
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FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.

Axys
Axys
SS&C Technologies

Axys

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2 Reviews
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Wealth management is a relationship-based business. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure.

Finastra
Finastra
Finastra

Finastra

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2 Reviews
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Finastra offers the most comprehensive portfolio of end-to-end lending solutions in the market - across syndicated, commercial, consumer, and mortgage lending. Finastra delivers a consistent, frictionless digital borrower experience for a range of businesses, corporations and consumer, whilst improving customer onboarding, increasing transparency and streamlining back-office operations. As well as reducing complexity, cost and manual processes, Finastra’s solutions provide a single platform to deliver efficiency and a clear return on investment

Temenos Multifonds
Temenos Multifonds
Temenos Group

Temenos Multifonds

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2 Reviews
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A single, global platform to help the world’s leading fund administrators, asset managers, insurance companies and pension funds achieve increased operational efficiency, whilst reducing risk. , Temenos Multifonds delivers the functionality, scalability and flexibility to address the demands of investors and the asset management industry today and tomorrow.

aixigo Software Platform
aixigo Software Platform
aixigo AG

aixigo Software Platform

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1 Review
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aixigo has the world's fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, financial planning, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers.