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Global WealthES

Write a Review|Unclaimed profile
United States HQFounded 1999

Deployment

WindowsMacLinux

Best for

Medium

Overview

About Global WealthES

Global Wealth Enterprise Solution (Global WealthES™) is a comprehensive and integrated Wealth Management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight through processing, which creates tremendous scale & efficiency.

At a glance

Software information

Industries served, licensing and the support Global WealthES 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 WealthES features

The full feature set, grouped by module.

Wealth Management Software

  • Accounting Management
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management

Investment Management Software

  • Accounting Management
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Portfolio Management
  • Reporting
  • Risk Management

Plans

Global WealthES pricing

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

Media

Screenshots & video

Global WealthES screenshot

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