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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.
Comarch SA
1993
Poland
  • Investment-management
1 Industry
  • English
  • German
  • Polish
3 Languages
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

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
Focus of Stock Portfolio Management Feature
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Comarch Wealth Management Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • EUR (€)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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