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.

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17 Software
List of Best Wealth Management Software for Individuals
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List of Best Wealth Management Software for Individuals

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Sage Intacct
1

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, ... read more about Sage Intacct

Ashley O'Connor
“Great company to work with”
Ashley O'Connor, Financial Analyst/Administrative Assistant at Performance Software Corporation
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30 Days
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Advisor Engine
2

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... read more about Advisor Engine

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Eze OMS
3

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.... read more about Eze OMS

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inStream
4

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.... read more about inStream

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30 Days
$149/Month
FinFolio
5

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.... read more about FinFolio

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Personal Capital
6

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... read more about Personal Capital

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Available
Free version
NaviPlan
7

NaviPlan

Comprehensive financial planning.

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... read more about NaviPlan

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Black Diamond
8

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 ... read more about Black Diamond

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Troika
9

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.... read more about Troika

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Planview Enterprise One
10

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.... read more about Planview Enterprise One

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Addepar
11

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.... read more about Addepar

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DocuSign
12

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. ... read more about DocuSign

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30 Days
$10/Month
Oranj
13

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... read more about Oranj

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Available
Free version
Salesforce Financial Services
14

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... read more about Salesforce Financial Services

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30 Days
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wealthbot
15

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.... read more about wealthbot

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Available
Free version
Elysys Wealth
16

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... read more about Elysys Wealth

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Available
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FIS Wealth and Retirement
17

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.... read more about FIS Wealth and Retirement

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