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Your wealth management firm needs investment management software. What’s the best tool for the job?

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If you run a wealth management firm, you know how important it is to provide your clients with the best investment advice and portfolio management. But how do you keep track of all the data, transactions, performance, and risks involved in managing multiple accounts and assets? You need a reliable and efficient investment management software that can help you streamline your operations, optimize your strategies, and enhance your customer service. But what's the best tool for the job? Here are some factors to consider when choosing an investment management software for your firm.

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1 Features and functionality

The first thing to look for in an investment management software is the features and functionality that suit your needs and goals. You want a software that can handle the complexity and diversity of your investment products, such as stocks, bonds, mutual funds, ETFs, derivatives, and alternative assets. You also want a software that can automate and simplify your workflows, such as data aggregation, portfolio analysis, rebalancing, trading, reporting, and compliance. Additionally, you want a software that can integrate with other systems and platforms, such as your CRM, accounting, and custodian services.

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Karim Farah

Accounts payable Team lead at CMA CGM
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Consider Black Diamond Wealth Platform, Advent Portfolio Exchange (APX), Envestnet | Tamarac, Morningstar Direct, or SS&C Advent Geneva for investment management software based on your firm's needs and scalability.

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2 User experience and interface

The second thing to look for in an investment management software is the user experience and interface that match your preferences and expectations. You want a software that is easy to use, navigate, and customize, without compromising on functionality and security. You also want a software that has a clear and intuitive design, with visual aids and tools that can help you communicate your insights and recommendations to your clients. Furthermore, you want a software that is responsive and adaptable, with options for mobile access, cloud storage, and scalability.

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3 Cost and value

The third thing to look for in an investment management software is the cost and value that fit your budget and ROI. You want a software that offers a fair and transparent pricing model, with options for subscription, license, or fee-based services. You also want a software that delivers a high value proposition, with features and benefits that outweigh the costs and risks. Moreover, you want a software that has a proven track record, with positive reviews and testimonials from other wealth managers and clients.

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4 Support and service

The fourth thing to look for in an investment management software is the support and service that ensure your satisfaction and success. You want a software that provides a reliable and secure performance, with minimal downtime, errors, and bugs. You also want a software that offers a comprehensive and timely support, with options for online, phone, or email assistance, as well as training, documentation, and updates. Additionally, you want a software that has a dedicated and professional service team, with experts who can understand your needs and solve your problems.

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5 Innovation and vision

The fifth thing to look for in an investment management software is the innovation and vision that keep you ahead of the curve and the competition. You want a software that leverages the latest technology and trends, such as artificial intelligence, machine learning, big data, and blockchain. You also want a software that anticipates and adapts to the changing needs and demands of the market, the industry, and the clients. Furthermore, you want a software that shares your vision and values, with a mission to help you grow your business and achieve your goals.

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6 Comparison and evaluation

The sixth and final step when selecting an investment management software is to compare and evaluate different options. Research reviews, ratings, and feedback from users and experts. Test and trial different software by requesting demos, samples, and free trials. Ask yourself questions such as: How does the software meet your specific needs and goals? How does it compare to other similar or competing software? How does it add value to your firm and your clients? How does it support and service your firm and your clients? How does it innovate and evolve with your firm and your clients? By considering these factors and questions, you can find the best investment management software for your wealth management firm.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Your wealth management firm needs investment management software. What’s the best tool for the job?

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1 Features and functionality

2 User experience and interface

3 Cost and value

4 Support and service

5 Innovation and vision

6 Comparison and evaluation

7 Here’s what else to consider

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