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Wealth Management

Bobsguide Product List: Wealth Management / Family Office
  • WealthExpert and WealthExpert Lite
  • Bluedoor - Distribution Platform
  • Pensions and Actuarial Services (PAS) Tools
  • Spectrum Wealth
  • GaleForce CRM for Wealth Management
  • IMSplus Investment Management Platform
  • Financial Simplicity Portfolio Manager
  • Financial Simplicity Portfolio Express
  • NEXFI Tracker PM
  • xanite PCS
  • xanite OSB
  • xanite WMS
  • Soliam
  • SS&C Wealth Management
  • IWF Corporate Practices Workstation
  • Valordata Feed (VDF)
  • StockReports+
  • Thomson Reuters eXimius
  • Reuters Wealth Manager
  • Thomson Reuters Proposal Generation

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