Home > Products > Banking Systems > Wealth Management

Wealth Management

Product	Costs	Number Of Users	Client Locations	Review/Comments
Advent Portfolio Exchange® (APX)	0-5000000	N/A	North America	Unknown
Advent Tamale RMSTM	0-5000000	N/A	North America	Unknown
AllocationADVISOR	Available on request	N/A		Unknown
BancMate	undisclosed	N/A	Asia	Unknown
Cognizant Retail Banking	Available upon request	N/A	North America	Unknown
Composer Business Integration Server	Available on request	N/A		Unknown
converg-e™	0-50000	N/A	North America	Unknown
Core Banking System NovoDoba	Negotiable	N/A	Europe	Unknown
Cubis 8, v. 2007-10-01-200	undisclosed	N/A	Europe	Unknown
Expersoft PM1e	Available on request	N/A		Unknown
focus:360° wealth management	Available on request	N/A		Unknown
GBST`s ComposerWeb™	Available on request	N/A		Unknown
Global One	undisclosed	N/A		Unknown
iBalanceTM	Available on request	N/A	North America	Unknown
LOANET	undisclosed	N/A		Unknown
Microgen 5Series	Available on request	N/A		Unknown
OneWealth™	Available on request	N/A		Unknown
Private Wealth Management	Available on Request	N/A		Unknown
Prospero	Undisclosed	N/A		Unknown
Quantifacts Q4 Wealth Management	Available on request	N/A		Unknown

On our website you can find 6000 products from 3157 companies

Announce your products/ services on RFPConnect.com! Listing Costs $250 per/year Get listed today!

Featured Vendor

PriceMetrix Inc.

PriceMetrix is a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunit ...

VISIT VENDOR PAGE >>

Version Control

FRSGlobal − Front Runner in Risk Mgmt and Regulatory Reporting

Steve Husk, CEO of FRSGlobal, discusses the factors financial institutions are faced with in order to equip themselves against the current regulatory environment.

View ISSUE >>

Whitepaper

Canadian GAAP Conversion to IFRS Navigating the New Waters

The adoption of IFRS for Canadian companies is in full swing. As of January 1, 2010, Canadian companies are required to file financial statements under IFRS. Although Canadian GAAP and IFRS are similar, there are three main differences that have posed a challenge for companies: effectiveness testing, hedge accounting eligibility, and fair value measurement. While not an exhaustive list, these issues have posed the greatest challenge for Canadian corporations during the first quarter of 2010. The following paper clarifies some of the differences in hedge accounting between Canadian GAAP and IFRS and shares best practices for hedge accounting to help Canadian corporations navigate through the transition.

View ISSUE >>

Research Paper

Buying a Phone System? Compare the 94 Business Phone Systems in one chart

With this Spring 2010 Edition of the Phone System Comparison Chart quickly see differences between brands like Avaya, Mitel, Cisco, ShoreTel, 8x8, Panasonic, etc and compare over 94 phone systems by 52 brands for small to big business.

View ISSUE >>

Don't miss out!

We're constantly updating RFPConnect.com with the latest news and research from hundreds of leading technology vendors.

Mandate Monitor

New Bank Relies On Fiserv's On-Demand Universal Banking

Provider:	Fiserv
Client:	UniBank & Trust Inc
Mandate value:	Undisclosed

POST YOUR MANDATE

MORE MANDATES

RFPConnect Jobs

Compliance Manager- Broker Dealer
Mar 04, 2011

Supply Chain Program Manager
Mar 04, 2011

MS Dynamics Business Consultant
Mar 03, 2011

POST YOUR JOB

MORE JOBS

RFP Exchange

POST YOUR RFP MORE RFPs

Full name	*
Your E-mail	*
Publisher	*
Title	*
Description
File upload	*

Home	Join Us	About Us
News	Media Kit	Contact Us
Provider Directory	Newsletters	Feedback
Events	Research Papers	Privacy Policy
RFP Exchange	Version Control	Site Map
Mandate Monitor	White Papers	Terms of Use
Simple ERP tool	Glossary

Digital Network

---------- Add Publication / Whitepaper Form ----------

Wealth Management

Featured Vendor

PriceMetrix Inc.

FRSGlobal − Front Runner in Risk Mgmt and Regulatory Reporting

Canadian GAAP Conversion to IFRS Navigating the New Waters

Buying a Phone System? Compare the 94 Business Phone Systems in one chart

Sponsored Vendors

Don't miss out!

Mandate Monitor

New Bank Relies On Fiserv's On-Demand Universal Banking

RFPConnect Jobs

RFP Exchange

Digital Network