Best Wealth Management Software

Wealth Management Software

When it comes to wealth management, timings, data, and analysis are three crucial factors. In that regard, digital solutions have proficiently affected traditional wealth management systems. If you require such services, GoodFirms presents wealth management software for agencies, accountants, investors, and even commoners to employ. These sophisticated wealth management systems are intended to help them not just devise fitting speculation and retirement plans but to draw customers better too. As the markets expand their arena, there are literally thousands of wealth management software available. But how to find the best one? For such users, below listed wealth management solutions are provided with software offerings, vendor details, and client reviews, for you to analyze and choose the best-fitted wealth software.

List of Best Wealth Management Software for Individuals (20 Software)

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  • Sage Intacct

    Cut invoice-to-payment time 50%

    Sage Intacct is 100% invested in meeting the needs of financial professionals, 100% focused on customer success, and 100% committed to the cloud. That’s who we are, and always will be. Thousands of organizations rely on Sage Intacct’s best-in-class cloud ERP software, which is part of the Sage Business Cloud, to deliver the efficiencies and insights that keep them on the fast track of growth, ... learn more about Sage Intacct

    "Great company to work with"
    Ashley O'Connor, Financial Analyst/Administrative Assistant at Performance Software Corporation
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    Free Trial
    30 days
    Entry Level Price
    Contact Vendor
  • DocuSign

    Get to "yes" faster.

    DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. ... learn more about DocuSign

    "Excellent product - ease of use"
    Ryan Connell
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    Free Trial
    30 days
    Entry Level Price
    $10 per Month
  • Oranj

    The first free wealth management platform for financial advisors.

    Oranj is focused on creating the world's best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals, and empowering investors to make smart financial decisions, connect with financial professionals, and pursue better investing outcomes. To achieve this, Oranj builds software for servicing, collaborating, managing, and connect... learn more about Oranj

    "Best wealth management software in the market! Absolutely loved it."
    Anet Patterson , VP of Marketing Communications at Highway Title Loans
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    Free Trial
    Available
    Entry Level Price
    Free version
  • FIS Wealth and Retirement

    Empowering Clients to Drive New Growth

    To drive new growth, firms require flexible and scalable wealth management solutions to extend and enhance their current wealth market offerings. Offering wealth management technology and support solutions that enhance transparency, collaboration, and consistency, FIS helps firms stand out by providing a better customer experience to attract, grow and nurture customer relationships.... learn more about FIS Wealth and Retirement

    "One of the best automated wealth management solution for my company!"
    Damon Routzhan, Founder & CEO at Concrete Candles
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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Personal Capital

    Get To Know Your Money.

    Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing li... learn more about Personal Capital

    "Easy to Use and Highly recommended wealth management tool."
    Brack Nelson, Marketing Manager at Incrementors Web Solutions
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    Free Trial
    Available
    Entry Level Price
    Free version
  • Acorns

    Helps you save & invest

    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.... learn more about Acorns

    "Best Wealth Management Software with zero commissions!"
    Hew Blair, Chairman & Buying Director at Justerini & Brooks Ltd
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    Free Trial
    N/A
    Entry Level Price
    $1 per Month
  • Morningstar Advisor Workstation

    Expand Your Potential for Growth

    Simplify your research and reporting process with Morningstar Advisor Workstation. Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Walkthrough the process behind your recommendations so potential clients can see what’s possible and how you’ll help them reach their goals. Exceed your clients’ expectations and... learn more about Morningstar Advisor Workstation

    "Highly recommend this easy-to-use and web-based WMS software."
    Lucas Robinson, CMO at Crediful
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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Advisor Engine

    We drive growth.

    Our solutions are designed based on decades of enterprise technology experience. Whether we are helping an upstart advisory firm or a global financial institution, we believe that three core groups must be served in an integrated way – clients, advisors and home office personnel... learn more about Advisor Engine

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Eze OMS

    Portfolio Management

    It provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of your trade ideas and make informed investment decisions.... learn more about Eze OMS

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • inStream

    Better Financial Planning. Better Wealth Management.

    inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships.... learn more about inStream

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    Free Trial
    30 days
    Entry Level Price
    $149 per Month
  • FinFolio

    Wealth management Simplified.

    FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.... learn more about FinFolio

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Black Diamond

    Where advisors and clients connect.

    Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations ... learn more about Black Diamond

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Troika

    Wealth management software designed for you.

    Troika is capable of managing entities that hold investment and assets, such as estates, charities, HNW individuals, Family Limited partnerships and offshore companies. It can improve your trust management by reducing your administrative burden, reducing your exposure to risk and ensuring compliance.... learn more about Troika

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Planview Enterprise One

    Translate strategy into results.

    Accelerate strategic execution with Planview Enterprise One by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.... learn more about Planview Enterprise One

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Addepar

    Get a clearer financial picture—at every level.

    Addepar is the first performance reporting platform that easily handles all of your assets, connecting your financial goals and objectives with real world actionable insights. It is secure, scalable, and fast—freeing you up to spend more time on what matters most: investment analysis, building trusted relationships and growing your business.... learn more about Addepar

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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
  • Salesforce Financial Services

    Unify the financial services experience and unlock loyalty with Financial Services Cloud.

    Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization. The Financial Services Cloud and its... learn more about Salesforce Financial Services

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    Free Trial
    30 days
    Entry Level Price
    Contact Vendor
  • wealthbot

    An automated financial advisor platform you can trust & customize!

    wealthbot is based on open source principles and gives you total control over your wealth management solution.... learn more about wealthbot

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    Free Trial
    Available
    Entry Level Price
    Free version
  • Elysys Wealth

    Boost your wealth management with the Microsoft Dynamics 365 Business Central leading edge

    From day one Elysys Wealth makes portfolio management, Cash management, accounting and reporting easier and faster all from one end-to-end integrated investment accounting software. The financial services industry is tough, fast-moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. T... learn more about Elysys Wealth

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    Free Trial
    Available
    Entry Level Price
    Contact Vendor
  • 4Degrees

    Intelligent relationship management for deal-driven teams

    The 4Degrees CRM identifies the right connections to focus on, works with you to strengthen those relationships, and activate your network when you need it. Automatically track your relationships & deals with actionable intelligence to help you move them forward.... learn more about 4Degrees

    "Best tool with user-friendly features!"
    Lisa Arlington, Founder at Gifts Nerd
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    Free Trial
    N/A
    Entry Level Price
    Contact Vendor
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