Best Wealth Management software
25 tools with AI-ranked alternatives, pricing, pros and cons.
Logix Financial Planning
Logix Financial Planning is financial planning software for advisers managing client advice, modelling and documentation workflows....
WealthERP
WealthERP is a cloud-based wealth management and back-office platform for Indian mutual fund distributors, financial advisors,...
AdvisorZen App
AdvisorZen is a practice-management and client-relationship platform for independent financial advisors. It centralizes advisor workflows, client...
AllInvestView
AllInvestView is an online investment portfolio tracker designed to bring holdings from multiple accounts into one...
INDATA Front-Middle-Back-Office
INDATA Front-Middle-Back-Office is an integrated investment management platform for asset managers, wealth managers, family offices, and...
Sarwa
Sarwa is a UAE-based digital investment platform for individuals seeking automated portfolios, self-directed trading, and other...
Alinea
Alinea is an investing and financial-planning platform designed primarily for women and first-time investors. It combines...
BPRISE
BPRISE is a digital engagement and advisory platform for banks, insurers, wealth managers, and other financial...
Envestnet Platform
Envestnet Platform is an enterprise wealth-management technology ecosystem for financial advisors, asset managers, and institutions. It...
Valuefy
Valuefy is a wealth management and investment analytics platform for banks, asset managers, wealth managers, and...
SS&C Chorus
SS&C Chorus is a cloud-based operating platform for asset managers, wealth managers and other financial-services firms....
Everleagues
EverLeagues is a private digital platform for families, family offices, and trusted advisors to communicate, share...
WealthElite.in
WealthElite is an India-focused online wealth-management and investment service for individuals seeking mutual funds and other...
Portfolio 360
Portfolio 360 is a cloud-based portfolio management platform for wealth managers, financial advisors, and asset managers....
Advent Portfolio Exchange (APX)
Advent Portfolio Exchange is an investment portfolio accounting, performance measurement, and reporting platform for wealth managers,...
Croesus Advisor
Croesus Advisor is wealth-management software for financial advisors, portfolio managers, and investment firms. It combines portfolio...
Wealthtender
Wealthtender is an online platform for discovering and evaluating financial advisors, coaches, and personal finance resources....
Wealthyhood
Wealthyhood is a UK investing app for individuals who want to build diversified portfolios of stocks...
Flanks
Flanks is a wealthtech platform that aggregates, normalizes, and analyzes financial data for private banks, wealth...
Atlas Planning
Atlas Planning is a digital financial-planning service for people who want structured guidance on savings, investments,...
MoneyMade
MoneyMade is an online platform for discovering and evaluating alternative investments such as real estate, startups,...
Ripsaw Wealth Tools
Ripsaw Wealth Tools is a comprehensive wealth management software that offers advanced financial planning tools and...
Wealthsimple USA
Wealthsimple is an online investment management service that offers a range of automated investment portfolios designed...
Broadridge Advisor Portal
Broadridge Advisor Portal is a web-based workspace for financial advisors to access client, account, portfolio, and...
fi360 Toolkit
fi360 Toolkit is a fiduciary investment selection and monitoring platform for financial advisors, wealth managers, and...