Best Wealth Management Software

Sage Intacct is a leading accounting software designed to increase business efficiency and drive growth by automating day-to-day accounting processes. The software offers greater insight that helps businesses make current and long-term ... read more about Sage Intacct

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 ... read more about DocuSign

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 ... read more about 4Degrees

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 ... read more about Oranj

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, ... read more about FIS Wealth and Retirement

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 ... read more about Personal Capital

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.

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 ... read more about Morningstar Advisor Workstation

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 ... read more about Advisor Engine

Eze Investment Suite provides you with portfolio management solutions designed to create a seamless handoff of investment ideas between portfolio managers, traders, and investment committees. It is fully integrated applications that provide ... read more about Eze Investment Suite

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 ... read more about inStream

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 ... read more about FinFolio

NaviPlan empowers firms to cater their services to any client, from simple goal-based to advanced cash flow planning. Alongside its precise calculation engine, NaviPlan offers a wide range of functionality, including comprehensive ... read more about NaviPlan

The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make ... read more about Black Diamond

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 ... read more about Troika

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.

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 ... read more about Addepar

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, ... read more about Salesforce Financial Services

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

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 ... read more about Elysys Wealth

Croesus is Wealth management solutions. User-friendly, high performance, and innovative, our portfolio management software Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Access a ... read more about Croesus

Archway Platform delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family ... read more about Archway Platform

Comarch Wealth Management platform stems from a unique combination of functions supporting traditional, personal way of maintaining the bank-client relationship as well as digital and innovative approach towards wealth management services and ... read more about Comarch Wealth Management

Macroaxis is the world's leading portfolio optimization platform, used by fintech enthusiasts and investment professionals around the globe. Our platform enables investors to generate efficient long-term portfolios in any economic environment across ... read more about Macroaxis

Family Wealth Guru provides you with accurate real-time view of your investment portfolio without minimal manual work. FamilyWealthGuru offers Portfolio Aggregation with Automatic Mark-to-Market. An unbeatable combination of data security, zero manual ... read more about FamilyWealthGuru

WeAdvise provides of white-label technology for wealth management. Our solution enables established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty ... read more about WeAdvise

FNZ is the global platform opening up wealth. We partner with the entire industry to make wealth management accessible to more people. This new approach makes wealth more transparent, sustainable and personal, ... read more about FNZ

Flanks is automatically connect to any custodian entity to aggregate your client’s wealth into your platform. Automated feeds to custodians, fund administrators and proprietary data warehouses and allows for data management through ... read more about Flanks

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It ... read more about MoneyWare

SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP ... read more about Global Wealth Platform

Global Wealth Enterprise Solution (Global WealthES™) is a comprehensive and integrated Wealth Management solution for large and medium sized financial institutions enabling them to manage their business most efficiently. The platform entails ... read more about Global WealthES

Ideal Wealth & Funds is one stop solution for all investment management needs. Industry standard end to end investment management solution for multiple business lines under a single roof. Given its large ... read more about iDEAL Wealth & Funds

Liquidity Calendar is an online platform to better help you manage liquidity and redemption terms and requests. This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be ... read more about Liquidity Calendar