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Private Wealth Daily

Outsourced back office

Data aggregation, integration hubs and middleware, workflow automation and outsourced back office.

12 vendors · Updated October 26, 2026

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Showing 12 of 12Most complete profiles first, then A to Z

Avaloq

Core banking and wealth management platform for private banks

  • Banks and trust companies
  • Asset managers

Portfolio management2 integrationsCustom quote

SEIIn the news

Wealth technology, outsourced operations, custody and investment programs

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Integrations & operationsCustom quote

Upvest

Investment API for brokerage, settlement and custody in Europe and the UK

  • Banks and trust companies

Custody & clearingCustom quote

Abacus

Managed IT and cybersecurity services for investment and financial firms

  • RIAs
  • Broker-dealers
  • Family offices
  • Asset managers

Compliance & riskSubscription

itSynergy

Managed IT and cybersecurity services for registered investment advisers

  • RIAs

Compliance & riskCustom quote

Ohpen

Cloud core banking and investment administration platform for European institutions

  • Banks and trust companies

Integrations & operations1 integration

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

  • RIAs
  • Family offices
  • Banks and trust companies
  • Broker-dealers

Integrations & operations

Tick two to four vendors, then compare them side by side.

Outsourced back office: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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Outsourced back office in the news

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