features WealthSpectrum in the Family Office Software Roundup

$300B+ assets managed on WealthSpectrum

Serving over 250 investment and wealth managers with 20 years of track record.

SOLUTIONS

All-in-one Integrated Front, Mid and Back office

Portfolio Manager
Wealth Manager and RIA
Family Office
Alternative Investment Fund
Multi-Currency Fund

All-in-one Integrated front-mid-back office makes a difference

WealthSpectrum can help you achieve greater efficiency, enhance compliance and elevate client experience:
Reduce duplication of efforts, Increase efficiency and productivity.
Reduce communication overheads by reflecting data changes across functions.
Enhance compliance and reduce the risk of errors or regulatory violations.
Elevate client experience by providing access to clients at their fingertips.

WealthSpectrum can be deployed in cloud or on-premise with out of the box integration and security features.

Deployment

Cloud ready with flexible deployment options - on premise, private cloud and managed cloud.

Security

Enterprise grade security features - 3 tier architecture, SSO, MFA and IP whitelisting.

Integrations

API integrations with CRM, Client Onboarding Systems and Trade Execution Platforms.

$300B+

Assets
Managed

250+

Investment Managers

20

Years in Production

Schedule a Demo?