Comarch Financial Services provides advanced IT solutions for financial services organizations, as well as investment and pension funds.

Our greatest achievement is maintaining a satisfied client base in more than 31 countries around the world. Since we were established, it has been our main objective to enable businesses to optimize their profitability.

The solutions we provide for the financial market are typified by high-quality, high-performance and considerable flexibility. Our wide product portfolio allows for the precise selection of software that meets clients’ expectations, preferences and capabilities.

The combination of our extensive familiarity with clients’ objectives with industry trends and technologies, we can efficiently optimize specific business areas of any financial organization by delivering precise, customizable tools.

Solutions cover wealth and asset management processes and are targeted for both internal and external users within multiple activity areas.

We are aware that usability of everyday operations is crucial for end-users, so we focus on the look and feel of business solutions at both the design and implementation stage.

Our software solutions have been designed to manage the complete spectrum of investment advisory processes, including financial planning, robo-advisory, bank-client communication, portfolio management and risk calculations, allowing advisors to build relationships with their clients.

Comarch Wealth Management

Comarch Wealth Management is a multi-module platform dedicated to banks, wealth managers and investment companies to support wealth management processes in the form of personal advisory services on investment products or model portfolios as well as self-service advisory, addressing two sides of the chain – relationship managers representing the personal advice mode and end-customers allowing them for self-service processes in the online channel.

The competitive edge of Comarch Wealth Management stems from a unique combination of functionality which supports a variety of wealth management areas in compliance with regulations and institution’s internal policies.

Comarch Asset Management

Comarch Asset Management delivers value to investment and pension funds, asset managers and insurance companies. It supports the processes of asset management, fund valuation and bookkeeping as well as portfolio risk and performance measurement and regulatory reporting. Solution improves daily work of both investment and risk professionals without forgetting about the functions that improve work of back-office employees like fund accountants and compliance department.

Financial software specialists

Founded in 1993 in Kraków, Poland, Comarch prides itself on being one of the leading software houses in Europe with over 6500 employees worldwide and thousands of successful projects carried out for major global brands.

With more than two decades of industry experience, Comarch Financial Services specializes in developing state-of-the-art software and IT solutions for major global financial institutions.

The Financial Services sector developed through collaborations with clients and institutions its specialist systems were built for, starting from projects in Poland and ending with international delivery. It is a story of considerable undertaking and brave choices. However, it is mainly about the people with a desire to succeed and set new industry benchmarks that are ultimately responsible for establishing the strong position Comarch holds in today’s financial industry.

Comarch Financial Services is a business sector within the Comarch Capital Group.

Learn more about Comarch for Wealth Management

Contact us

Email: finance@comarch.com

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