Best Wealth Management Software

Sage Intacct is invested in meeting the needs of financial professionals, focused on customer success, and 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, from their firs... learn 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 on practically any device, from almost anywhere, at any time. ... learn 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 actionable intelligence to help you move them forward.... learn 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 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

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

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

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

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

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

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 first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposu... learn 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 clients want. Better financial planning means better wealth management and better client relationships. Deliver Efficient & Proactive communications with Timely & Relevant insights into your clien... learn 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 a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.... learn 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 planning centered on detailed tax analysis, advanced estate planning, modeling various alternative plan scenarios, and an optional client portal. It is also flexible eno... learn 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 it easy to deliver a sophisticated, modern client experience. Manage your client’s complete wealth picture with our purposeful suite of tools and best-of-breed integrations... learn 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 administrative burden, reducing your exposure to risk and ensuring compliance.... learn 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.... learn more about Planview Enterprise One

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

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

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

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

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 variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committe... learn 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 offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and h... learn 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 offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending ... learn 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 multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wea... learn 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 work, no more spreadsheets and slice & dice capability. Ideally suited for Family Offices, External Asset Managers and Fund Managers. ... learn more about FamilyWealthGuru