Comarch Wealth Management

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Poland HQFounded 1993

Deployment

WindowsMacLinux

Best for

Medium

Overview

About Comarch Wealth Management

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.

At a glance

Software information

Industries served, licensing and the support Comarch Wealth Management provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (3)
EnglishGermanPolish
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Capabilities

Comarch Wealth Management features

The full feature set, grouped by module.

Wealth Management Software

  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Valuation & Risk Management

Stock Portfolio Management Software

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

Plans

Comarch Wealth Management pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
EUR (€)

Media

Screenshots & video