About WMS-Technology
WMS-Technology is a specialized wealth management software designed to provide comprehensive asset control and client insights for financial professionals.
WMS-Technology Details
Vendor
WMS-Technology
Year Launched
Location
Overgoo 15 2266 JZ Leidschendam Netherlands
Deployment
cloud, web browser
Training Options
Countries Served
All Countries.
Languages
English
Users
Financial Analysts, Portfolio Managers, Executives, Investment Bankers, Traders, Wealth Managers
Industries Served
Investment Management, Wealth Management, Financial Services, Asset Management
Tags
Investment Management, Rapper Software, Audified, Wealth Management, Portfolio Management, Compliance Tools
WMS-Technology's In-App Market Place
Does WMS-Technology have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), SGD ($)
Pros & Cons
- Provides real-time portfolio reconciliation ensuring accurate financial data visibility
- Offers continuous risk monitoring helping managers proactively address exposures
- Supports automated market data feeds ensuring up-to-date pricing information
- Includes compliance tools like CDD checks improving regulatory adherence
- Enables FIX connectivity streamlining order execution and trade processes
- FIX-based order routing may require technical expertise to configure and maintain properly
- Real-time Watchdog alerts could generate excessive notifications without customization controls
- Dependence on SIX Financial Data limits flexibility in choosing alternative data providers
- Lack of customizable dashboards may restrict tailoring insights to specific client needs
- Portfolio rebalancing workflows may not support highly complex multi-asset strategies
WMS-Technology's Support Options
Email Address
support@wms-technology.comContact
085-4000995