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

  • Sage Intacct

    The Leader in Accounting and Financial Management Software.
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    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 decisions effectively. Besides this, the software is well-known for its account payable, accounts receivable, and time & expense features. Several industries opt fo ... read more about Sage Intacct

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    30 Days
    11% in Wealth Management Software
  • 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

    $10 Per Month
    30 Days
    50% in Wealth Management Software
  • 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. ... read more about 4Degrees

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    50% in Wealth Management Software
  • 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 ... read more about Oranj

    Free version
    Available
    100% in Wealth Management Software
  • 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. ... read more about FIS Wealth and Retirement

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    N/A
    100% in Wealth Management Software
  • 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

    Free version
    Available
    50% in Wealth Management Software
  • 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. ... read more about Acorns

    $1 Per Month
    N/A
    50% in Wealth Management Software
  • 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 ... read more about Morningstar Advisor Workstation

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    50% in Wealth Management Software
  • Advisor Engine

    We drive growth.
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    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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    N/A
    100% in Wealth Management Software
  • 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 ... read more about Eze Investment Suite

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    N/A
    20% in Wealth Management Software
  • 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 ... read more about inStream

    $149 Per Month
    30 Days
    50% in Wealth Management Software
  • 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. ... read more about FinFolio

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    N/A
    30% in Wealth Management Software
  • 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 ... read more about Black Diamond

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    N/A
    40% in Wealth Management Software
  • 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. ... read more about Troika

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    N/A
    100% in Wealth Management Software
  • 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. ... read more about Planview Enterprise One

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    N/A
    100% in Wealth Management Software
  • 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. ... read more about Addepar

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    100% in Wealth Management Software
  • 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 ... read more about Salesforce Financial Services

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    30 Days
    50% in Wealth Management Software
  • 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. ... read more about wealthbot

    Free version
    Available
    100% in Wealth Management Software
  • 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 ... read more about Elysys Wealth

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    Available
    100% in Wealth Management Software
  • 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 ... read more about Croesus

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    N/A
    50% in Wealth Management Software
  • 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 ... read more about Archway Platform

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    40% in Wealth Management Software
  • 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 ... read more about Comarch Wealth Management

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    N/A
    60% in Wealth Management Software
  • 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 ... read more about Macroaxis

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    N/A
    0% in Wealth Management Software
  • 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. ... read more about FamilyWealthGuru

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    N/A
    0% in Wealth Management Software
  • WeAdvise

    AN EASY-TO-INTEGRATE SOLUTION FOR DIGITAL AND HYBRID BUSINESS MODELS
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    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 with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requir ... read more about WeAdvise

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    N/A
    100% in Wealth Management Software
  • FNZ

    FNZ is the global platform opening up wealth.
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    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, empowering millions of people to grow their wealth the way they want it. We work with trusted wealth management brands who share our ambition to create digital, hyper-personalized and inn ... read more about FNZ

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    N/A
    100% in Wealth Management Software
  • Flanks

    Global Wealth Data Orchestrator.
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    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 the application. We track the most granular transactions and holdings level detail across any asset class, including alternatives, in any currency across the most com ... read more about Flanks

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    N/A
    100% in Wealth Management Software
  • MoneyWare

    Strengthen client relationships and optimize operations with an integrated technology platform.
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    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 enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software ... read more about MoneyWare

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    N/A
    60% in Wealth Management Software
  • Global Wealth Platform

    An integrated wealth solution to streamline your entire investment process.
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    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 bridges your front, middle and back offices and ensures consistency of data across all phases of the investment process. With GWP, you no longer have issues arising from tryi ... read more about Global Wealth Platform

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    N/A
    50% in Wealth Management Software
  • Global WealthES

    Global Wealth Enterprise Solution.
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    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 end-to-end features, tightly coupled to deliver straight through processing, which creates tremendous scale & efficiency. ... read more about Global WealthES

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    50% in Wealth Management Software
  • iDEAL Wealth & Funds

    One stop solution for all investment management needs.
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    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 customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analy ... read more about iDEAL Wealth & Funds

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    50% in Wealth Management Software
  • Liquidity Calendar

    THE ONLY SOURCE OF TRUTH TO TRULY UNDERSTAND YOUR LIQUIDITY.
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    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 redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Hedge Fund Investors to Bette ... read more about Liquidity Calendar

    $199 Per Month
    N/A
    50% in Wealth Management Software
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