Portfolio Management, Rebalancing, Client Interface Solutions

Discover the best software solutions to offer your clients a better user experience. Manage more clients and portfolios with less resources

How to Select Portfolio Management Software

There are many portfolio management software solutions on the market, and investors or entities can choose the one that best fits their needs (or business). Consider the following factors when researching and making your decision.

Broker integration

Check if the software solution already integrates your bank or broker to not upload information manually.

Used technology

You may want to consider a SaaS or On-Premise solution depending on the level of control you want to have over the software.

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Included Functionalities

Analyze which objectives you want the software to cover and select accordingly.

Digitalization in Wealth Management

Read Deloitte's report that explores how technology can improve customer experience in wealth management companies. Learn about the importance of offering online services (with fewer face-to-face meetings) and using customer information to better understand their need

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