Founded in 1986, Wealth Management Systems Inc. (WMSI) is a specialized provider of enterprise-level software solutions for the financial services industry. The company focuses on developing comprehensive platforms for trust accounting, portfolio management, custody, and participant recordkeeping. Their flagship product, The WMSI System, is a fully integrated, real-time platform designed to support the complex needs of banks, trust companies, and other financial institutions by automating operations and ensuring regulatory compliance.

Founded in

United States