activebank Wealth Manager is our flagship product within our Wealth Management suite. It is a sophisticated, easy-to-use, flexible portfolio management system that enables our customers to acquire, manage and retain clients throughout the wealth management lifecycle.

activebank Orchestrate is a business process optimization, integration and reporting tool that helps organisations optimize the value of their existing systems and data investments. It is an extremely effective application for client reporting reducing a normally lengthy, manual process to a swift, fully automated procedure.

activebank Personal Investment Platform enables the administration of multiple types of private client investments such as pensions, PEPs, ISAs, savings plans, Child Trust Funds, unit trusts and OEICs, within the same software environment.

For further information on our wealth management solutions go to the Wealth web site