Take control with all-in-one investment, retirement, checking, and more. In under 5 minutes, get investment accounts for you and your family, plus retirement, checking, ways to earn more money, and grow your knowledge.
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
Wealth Management Features
  • Accounting Management
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
Monthly Payment, Annual Subscription
Plans & Packages
$1 Per Month
Customer Reviews
4.0 (1 Reviews)

Best Wealth Management Software with zero commissions!

9 months ago

The best Wealth management software that I would highly recommend is Acorns. Acorns is the first company to offer micro-investing to the world. The exclusive financial engine allows our customers of Justerini & Brooks Ltd to turn up the spare change from everyday purchases and invests these sub-dollar amounts into a professionally managed portfolio of index funds. Directly connect any credit or debit card and a checking account, then spend money like you commonly do to watch your portfolio grow with the market. It's simple to get started when you can invest any amount, any time with no commissions or minimums.

Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Knowledge Base
  • Help Guides
  • Video Guides
  • On-Site Training
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