Best 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.

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List of Best Wealth Management Software for Individuals

  • 1. Sage Intacct

    The Leader in Accounting and Financial Management Software.
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    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

    "We are extremely satisfied with the Sage Intacct."
    Amber Kong, Content Strategist at Credit Donkey
    Entry Level Price
    Contact Vendor
    Free Trial
    30 Days
    11%

    Category Focus

    Wealth Management Software
  • 2. DocuSign

    Get to "yes" faster.
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    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
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    50%

    Category Focus

    Wealth Management Software
  • 3. 4Degrees

    Intelligent relationship management for deal-driven teams
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    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
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Wealth Management Software
  • 4. Oranj

    The first free wealth management platform for financial advisors.
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    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
    Entry Level Price
    Free version
    Free Trial
    Available
    100%

    Category Focus

    Wealth Management Software
  • 5. FIS Wealth and Retirement

    Empowering Clients to Drive New Growth
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    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
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Wealth Management Software
  • 6. Personal Capital

    Get To Know Your Money.
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    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
    Entry Level Price
    Free version
    Free Trial
    Available
    50%

    Category Focus

    Wealth Management Software
  • 7. Acorns

    Helps you save & invest
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    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
    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    50%

    Category Focus

    Wealth Management Software
  • 8. Morningstar Advisor Workstation

    Expand Your Potential for Growth
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    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
    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Wealth Management Software
  • 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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Wealth Management Software
  • 10. Eze Investment Suite

    Reimagine the single platform experience with the leading cloud-based ecosystem.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    20%

    Category Focus

    Wealth Management Software
  • 11. inStream

    Better Financial Planning. Better Wealth Management.
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    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

    Entry Level Price
    $149 Per Month
    Free Trial
    30 Days
    50%

    Category Focus

    Wealth Management Software
  • 12. FinFolio

    Simplify your back office.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    30%

    Category Focus

    Wealth Management Software
  • 14. Black Diamond

    Where advisors and clients connect.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Wealth Management Software
  • 15. Troika

    Wealth management software designed for you.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Wealth Management Software
  • 16. Planview Enterprise One

    Translate strategy into results.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Wealth Management Software
  • 17. Addepar

    Get a clearer financial picture—at every level.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    100%

    Category Focus

    Wealth Management Software
  • 18. Salesforce Financial Services

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

    Entry Level Price
    Contact Vendor
    Free Trial
    30 Days
    50%

    Category Focus

    Wealth Management Software
  • 19. wealthbot

    An automated financial advisor platform you can trust & customize!
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    wealthbot is based on open source principles and gives you total control over your wealth management solution.... learn more about wealthbot

    Entry Level Price
    Free version
    Free Trial
    Available
    100%

    Category Focus

    Wealth Management Software
  • 20. Elysys Wealth

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

    Entry Level Price
    Contact Vendor
    Free Trial
    Available
    100%

    Category Focus

    Wealth Management Software
  • 21. Croesus

    Portfolio management software adapted to your reality.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    50%

    Category Focus

    Wealth Management Software
  • 22. Archway Platform

    Wealth Management Technology and Outsourced Service Solutions.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    40%

    Category Focus

    Wealth Management Software
  • 23. Comarch Wealth Management

    Wealth management software
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    60%

    Category Focus

    Wealth Management Software
  • 24. Macroaxis

    The worlds most powerful wealth optimization platform.
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    0%

    Category Focus

    Wealth Management Software
  • 25. FamilyWealthGuru

    You work hard building your wealth FamilyWealthGuru puts you on Top of the Game
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    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

    Entry Level Price
    Contact Vendor
    Free Trial
    N/A
    0%

    Category Focus

    Wealth Management Software
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