Proven wealth management software for financial institutions

End-to-end investment lifecycle management for savings and investments across all asset classes that covers all Nordic markets plus extended reach into Europe. Expect unparalleled support for local requirements, and world-class speed and efficiency. 

Functions include post trading and transfer agent functions, fund distribution, order management, trade and execution management, and insurance.

A modular, easy-to-use portfolio management capability, pre-integrated with Wealth Core through open APIs.

• Professional investment management: A dedicated portfolio management layer for investment professionals including portfolio construction, mandate management, rebalancing, and portfolio oversight.
• Portfolio control and analytics: consolidate holdings, exposures, performance, cash positions, and portfolio metrics to support investment governance, and decision-making.
• Scalable investment operations: Manage portfolios and investment processes efficiently across institutions, while enabling regulatory compliance, transparency and operational control.

This is where Wealth Core connects with the wider financial ecosystem to empower administrators, advisors, and customers through a seamless, modular platform.

• Market-based wealth capability: a wealth management layer for:client-facing investment services, 360-degree portfolio views, advisory journeys, and reporting.
• Balance-sheet and reserve risk: Manage risk across balance sheet and investment reserve books, with clearer views of exposures, limits, and exceptions.
• Investment book consolidation: consolidate positions, valuations, cash, transactions, and portfolio views across custodians, institutions, and internal investment sources.

• Play and learn module
• Pre-built toolkit
• Pre-built widgets
• Automated customer engagements
• Automated customer onboarding
• Robo advisory
• Micro-savings
• Workflow management and automation
• Portfolio and analytics
• Reporting
• Goal-based savings