Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for wealth management” at Euromoney Private Banking Awards 2025. Marco Bizzozero ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

Unique among software solutions, QPLIX’s platform offers an all-encompassing view of both liquid and illiquid asset classes. With a focus on portfolio management and reporting, QPLIX provides the ...

“Zephyr's asset and wealth management software has been a reliable and innovative mainstay in the financial services industry. Even though technology provides tools that help investors to manage ...