INDUSTRY ISVs SmartCOMM is used by leading wealth management firms to create sophisticated With over USD$1 trillion of assets now administered on the platform, documents like investment proposals, personal investment reports, and statements. WealthConnect provides a front and middle office platform to wealth managers, We support multiple brands, languages and legal terms. SmartCOMM also investment managers and family offices. A simplified replacement for multiple incorporates charts, graphs, images and more while enabling omnichannel output – systems, it delivers advanced functionality and a new, intuitive user interface to all through one or a few templates. revolutionise the delivery of financial products and services. It delivers over six releases per year, licensed to over 6,000 users (with over 1.5 million clients) across Learn More > the US, UK and Australia. Learn More > Synaptic is a revolutionary set of adviser tools enabling compliant and suitable advice. Built on the Synaptic Research foundations, Synaptic Pathways enables advisers to profile both client and investment risk and produce research reports covering switching, cost & charge comparison and ex-ante presales. It is truly research redefined, enabling customers to manage holdings and valuations, and conduct ex-post reviews. Learn More > EMEA ISV Industry Booklet — Wealth Management 5
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