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Wealth Management Platforms
Portfolio Management
Product
Global wealth management platform offering technology and administration services for banks.
Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.
Headquarters
Edinburgh, United Kingdom
Wakefield, Massachusetts
Company size
5,001-10,000 employees
501-1,000 employees
Source updated
Oct 29, 2026
Oct 29, 2026
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Wealth Management Platforms
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