Global Wealth Platform

United States HQFounded 1986

Deployment

WindowsMacLinux

Best for

Large

Overview

About Global Wealth Platform

SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from trying to integrate disparate components for different processes from different vendors.

Its flexible, modular architecture makes it highly customizable to unique workflow requirements. Built from the ground up as a cloud-based solution, GWP lowers your overhead, minimizes maintenance requirements and simplifies upgrades.

At a glance

Software information

Industries served, licensing and the support Global Wealth Platform provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Global Wealth Platform features

The full feature set, grouped by module.

Wealth Management Software

  • Asset Reporting
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Order Management

Investment Management Software

  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Reporting
  • Risk Management

Plans

Global Wealth Platform pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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