Portfolio Management
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional financial software tools, Asset-Map provides a holistic view of a household's financial picture that empowers humans to easily comprehend, discuss, and make smarter financial decisions now and in the future.
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients.
RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction ratings*. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so advisors can spend less time on creating plans and more time with their clients.
An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations.