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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.

Rankings updated: Jul 18, 2025
38 Software

List of Best Wealth Management Software for Individuals

  • Sage Intacct

    4.6 21 Reviews Verified

    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

    Sage Intacct Reviews

    We are extremely satisfied with the Sage Intacct. reviewed by: Amber Kong, Content Strategist at Credit Donkey
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    10% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Hospitality
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Reviews
    What User‘s Say
    Sage Intacct is a great solution that has the capability for managing accounts payable
    Kaloyan Dimitrov, Resume Expert/Career Expert at Enhancev
    One of the best software ever!
    Jatin Kumar at Software Advice
    One of the best software for digital solution!
    Jill Sandy, Home Renovator & Founder at Constant Delights
    Review Summary

    We Enhancev use Sage Intacct. It is a web-based enterprise resource planning (ERP) solution that features the capability for managing accounts payable. Invoice processing, approval workflows, and payment processing are some of the functions that are available through it. A general ledger, accounts receivable management, and cash management are some of the additional functionalities included in this aspect of financial management. Sage Intacct can provide a comprehensive solution for financial management since it supports more than 350 third-party tools.

    Kaloyan Dimitrov
    Kaloyan Dimitrov, Resume Expert/Career Expert at Enhancev

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Visit website

  • DocuSign

    5.0 3 Reviews Verified

    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

    DocuSign Reviews

    Game changer when getting a signature on a contract!! reviewed by: Rich Martinez
    Entry Level Price
    $10 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    25% in Wealth Management Software

    Features
    • Asset Reporting
    • Data Import/Export
    • Portfolio Management

    Key Details
    Industries
    • Accounting
    • Commercial-real-estate
    • Financial-services
    • Human-resources
    • Insurance
    • Legal-services
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies
    • On-Site Training

    Reviews
    What User‘s Say
    Excellent product - ease of use
    Ryan Connell
    Makes life easier
    Ann M. Frank
    Review Summary
    Easy to use for clients and providers - excellent customer service as well.
    Ryan Connell
    Ryan Connell

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month
    Visit website

  • 4Degrees

    5.0 1 Review

    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

    4Degrees Review

    Best tool with user-friendly features! reviewed by: Lisa Arlington, Founder at Gifts Nerd
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Wealth Management Software

    Features
    • Accounting Management
    • Client Portal
    • Data Import/Export
    • Fund Management
    • Investment Tracking
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Oranj

    4.5 1 Review

    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

    Oranj Review

    Best wealth management software in the market! Absolutely loved it. reviewed by: Anet Patterson , VP of Marketing Communications at Highway Title Loans
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Wealth Management Software

    Features
    • Attendance Tracking
    • Asset Reporting
    • Online Application
    • Data Import/Export
    • Financial Planning
    • Loyalty Program
    • Portfolio Management
    • Patient Records

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs
    • Webinars
    • Whitepapers

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Free
    Vendor pricing page
    Visit website

  • FIS Wealth and Retirement

    4.5 1 Review

    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

    FIS Wealth and Retirement Review

    One of the best automated wealth management solution for my company! reviewed by: Damon Routzhan, Founder & CEO at Concrete Candles
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Attendance Tracking
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Purchase Management
    • Loyalty Program
    • Portfolio Management
    • Patient Records

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Personal Capital

    4.0 1 Review

    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

    Personal Capital Review

    Easy to Use and Highly recommended wealth management tool. reviewed by: Brack Nelson, Marketing Manager at Incrementors Web Solutions
    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    34% in Wealth Management Software

    Features
    • Asset Reporting
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Acorns

    4.0 1 Review

    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.

    Acorns Review

    Best Wealth Management Software with zero commissions! reviewed by: Hew Blair, Chairman & Buying Director at Justerini & Brooks Ltd
    Entry Level Price
    $1 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Wealth Management Software

    Features
    • Accounting Management
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management

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

    Packages
    Pricing Type
    • Flat Rate
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $1 Per Month
    Visit website

  • Morningstar Advisor Workstation

    4.0 1 Review

    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

    Morningstar Advisor Workstation Review

    Highly recommend this easy-to-use and web-based WMS software. reviewed by: Lucas Robinson, CMO at Crediful
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Banking
    • Financial-services
    • Investment-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Advisor Engine

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Loyalty Program
    • Portfolio Management
    • Patch Scanning

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Eze Investment Suite

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in Wealth Management Software

    Features
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Portfolio Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • inStream

    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

    Entry Level Price
    $149 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Wealth Management Software

    Features
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $149 Per Month
    Visit website

  • FinFolio

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    30% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • RightCapital
    • Calendly
    • Freshchat
    • PieSync
    Visit website

  • Black Diamond

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Wealth Management Software

    Features
    • Asset Reporting
    • Client Portal
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Blogs
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page

    Integration
    Integrated With
    • RightCapital
    • SS&C Chorus
    • Box
    • eMoney
    Visit website

  • Troika

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Client Portal
    • Online Application
    • Data Import/Export
    • Order Fulfillment
    • Loyalty Program
    • Portfolio Management
    • Patch Scanning

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Planview Enterprise One

    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.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Asset Reporting
    • Client Portal
    • Online Application
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Order Fulfillment
    • Loyalty Program
    • Performance Measurement
    • Portfolio Management
    • Patch Scanning

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Addepar

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Asset Reporting
    • Client Portal
    • Online Application
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Order Fulfillment
    • Loyalty Program
    • Performance Measurement
    • Portfolio Management
    • Patch Scanning

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Blogs
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Salesforce Financial Services

    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

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    50% in Wealth Management Software

    Features
    • Attendance Tracking
    • Client Portal
    • Online Application
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Loyalty Program
    • Performance Measurement
    • Portfolio Management
    • Patient Records

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Case Studies
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • wealthbot

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

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    100% in Wealth Management Software

    Features
    • Attendance Tracking
    • Client Portal
    • Online Application
    • Data Import/Export
    • Investment Tracking
    • Loyalty Program
    • Portfolio Management
    • Patient Records

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • Web-based
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Free
    Payment Frequency
    • Free
    Vendor pricing page
    Visit website

  • Elysys Wealth

    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

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Asset Reporting
    • Online Application
    • Data Import/Export
    • Financial Planning
    • Purchase Management
    • Loyalty Program
    • Performance Measurement
    • Portfolio Management
    • Patient Records

    Key Details
    Licensing & Deployment
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Case Studies
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Croesus

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Wealth Management Software

    Features
    • Asset Reporting
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Archway Platform

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Comarch Wealth Management

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Client Portal
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Macroaxis

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    0% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Financial Planning
    • Investment Tracking
    • Order Management
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Capital-markets
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • FamilyWealthGuru

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    0% in Wealth Management Software

    Features
    • Accounting Management
    • Asset Reporting
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • WeAdvise

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Asset Reporting
    • Client Portal
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • FNZ

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Asset Reporting
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Flanks

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Wealth Management Software

    Features
    • Accounting Management
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • MoneyWare

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    60% in Wealth Management Software

    Features
    • Client Portal
    • Financial Planning
    • Fund Management
    • Investment Tracking
    • Performance Measurement
    • Portfolio Management
    • Valuation & Risk Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Global Wealth Platform

    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

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Wealth Management Software

    Features
    • Asset Reporting
    • Data Import/Export
    • Financial Planning
    • Investment Tracking
    • Order Management

    Key Details
    Industries
    • Investment-management
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

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