Wealth Management Platform
by Adminis · Wealth and investment platforms · Wellington, New Zealand
Consolidated wealth platform providing portfolio management, analytics and reporting across multiple currencies and asset classes.
What Wealth Management Platform does
- consolidated asset view across portfolios
- multi-currency support
- analytics and reporting
- portfolio management
- performance reporting
- investment accounting
- registry services
- custody services
What Wealth Management Platform is used for
- managing client investment portfolios
- comprehensive wealth reporting
- better investment decision-making
- providing investment advice to clients
Who Wealth Management Platform is for
- Private banks
- Fund managers
- Wealth advisers
- Financial advisers
- High net worth individuals
About Adminis
End-to-end fund administration, custody, PIE fund hosting, and wealth platform for fund managers and financial advisers in New Zealand, with $25B across 230+ funds.
Adminis in the vendor registry: its products, features and similar vendors.
Also by Adminis
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- Fund Hosting (Adminis Funds Limited): A licensed managed investment scheme service that allows offshore and domestic managers to launch and operate PIE-compliant funds in New…
- Wealth Platform for Financial Advisers: A cloud-based portfolio management and reporting platform for New Zealand financial advisers, providing custody, multi-asset trading…
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More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.