
Comarch Wealth Management
Wealth management software
Comarch Wealth Management platform stems from a unique combination of functions supporting traditional, personal way of maintaining the bank-client relationship as well as digital and innovative approach towards wealth management services and offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending on your needs and business model, we can deliver what suits you most.
1993
Poland
- Investment-management
- English
- German
- Polish
Industries
- Investment-management
Licensing & Deployment
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
Support
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Media


Comarch Wealth Management Core Features
Focus of Wealth Management Feature
- Accounting Management
- Asset Reporting
- Client Portal
- Financial Planning
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Valuation & Risk Management
Comarch Wealth Management Pricing
Pricing Type
- Contact Vendor
Preferred Currency
- EUR (€)
Free Version
- No
Payment Frequency
- Quote Based
