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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.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Sep 9, 2026
42 Software

List of Best Wealth Management Software for Individuals

  • Sage Intacct

    4.622 ReviewsVerified

    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

    Sage Intacct is a great solution that has the capability for managing accounts payablereviewed by: Kaloyan Dimitrov, Resume Expert/Career Expert at Enhancev
    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
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    10% in Wealth Management Software
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  • DocuSign

    5.03 ReviewsVerified

    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
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  • 4Degrees

    5.01 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
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    50% in Wealth Management Software
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  • Indraaj

    5.01 Review

    Indraaj is an all-in-one accounting software in UAE designed to help businesses manage their finances with accuracy, compliance, and efficiency. Since 2012, Indraaj has supported companies across multiple industries with VAT-compliant accounting, ... read more about Indraaj

    Indraaj Review

    Streamlined our entire workflowreviewed by: Jerry John
    Entry Level Price
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    Free Trial
    15 Days
    Pricing Type
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    0% in Wealth Management Software
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  • KeepBudget

    5.01 Review

    KeepBudget is a free wealth management platform designed to help you monitor and grow your financial well-being. Track your net worth by managing bank accounts, cash, investments, crypto, real estate, loans, and ... read more about KeepBudget

    KeepBudget Review

    Simple and Convenient Personal Finance Managementreviewed by: Mohamed Fawzi, Account Manager at Ebhar Digital Innovation
    Entry Level Price
    $0 One-time
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    25% in Wealth Management Software
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  • Oranj

    4.51 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
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  • FIS Wealth and Retirement

    4.51 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
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    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • Personal Capital

    4.01 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
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  • Acorns

    4.01 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 ... read more about Acorns

    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
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  • Morningstar Advisor Workstation

    4.01 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
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    Free Trial
    N/A
    Pricing Type
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    34% in Wealth Management Software
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  • 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 served in an integrated way – clients, advisors and home office personnel

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • 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 first-class asset management functionality to streamline the investment lifecycle. Our solutions give you the insight you need to view profit & loss and exposures, assess the impact of ... read more about Eze Investment Suite

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    20% in Wealth Management Software
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  • 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 clients want. Better financial planning means better wealth management and better client relationships. Deliver Efficient & Proactive communications with Timely & Relevant insights into your clients’ financial goals ... read more about inStream

    Entry Level Price
    $149 Per Month
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    50% in Wealth Management Software
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  • 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 a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    30% in Wealth Management Software
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  • 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 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.

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    40% in Wealth Management Software
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  • 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 administrative burden, reducing your exposure to risk and ensuring compliance.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • 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
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    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • 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 up to spend more time on what matters most: investment analysis, building trusted relationships and growing your business.

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • 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, 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 asset management software ... read more about Salesforce Financial Services

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
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    50% in Wealth Management Software
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  • 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
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  • 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 under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal ... read more about Elysys Wealth

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
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    100% in Wealth Management Software
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  • 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 variety of performance tools and functions to boost your productivity and provide unequaled service to your clients. Skilled advisors are committed to providing their clients with the very ... read more about Croesus

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    50% in Wealth Management Software
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  • 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 offices and advisors to wealthy families and individuals better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate ... read more about Archway Platform

    Entry Level Price
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    Free Trial
    N/A
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    40% in Wealth Management Software
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  • 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 offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending on your needs and business model, we ... read more about Comarch Wealth Management

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    60% in Wealth Management Software
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  • 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 multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Macroaxis is Investment ... read more about Macroaxis

    Entry Level Price
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    Free Trial
    N/A
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    0% in Wealth Management Software
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  • 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 work, no more spreadsheets and slice & dice capability. Ideally suited for Family Offices, External Asset Managers and Fund Managers.

    Entry Level Price
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    Free Trial
    N/A
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    0% in Wealth Management Software
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  • 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 with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements. WeAdvise is an independent B2B provider our objective ... read more about WeAdvise

    Entry Level Price
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    Free Trial
    N/A
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    100% in Wealth Management Software
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  • 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, 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 ... read more about FNZ

    Entry Level Price
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    Free Trial
    N/A
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    100% in Wealth Management Software
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  • 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 the application. We track the most granular transactions and holdings level detail across any asset class, including alternatives, in any currency across the most complex of ownership structures. ... read more about Flanks

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    100% in Wealth Management Software
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  • 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 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 suite ... read more about MoneyWare

    Entry Level Price
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    Free Trial
    N/A
    Pricing Type
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    60% in Wealth Management Software
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  • 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 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 ... read more about Global Wealth Platform

    Entry Level Price
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    Free Trial
    N/A
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    50% in Wealth Management Software
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  • Global WealthES

    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.

    Entry Level Price
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    Free Trial
    N/A
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    50% in Wealth Management Software
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  • iDEAL Wealth & Funds

    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 ... read more about iDEAL Wealth & Funds

    Entry Level Price
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    Free Trial
    N/A
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    50% in Wealth Management Software
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  • Liquidity Calendar

    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 Better ... read more about Liquidity Calendar

    Entry Level Price
    $199 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Wealth Management Software
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FeatureSage Intacct4.6DocuSign5.04Degrees5.0Indraaj5.0KeepBudget5.0Oranj4.5FIS Wealth and Retirement4.5Personal Capital4.0
All features (13 features)
Accounting Management
Asset Reporting
Client Portal
Compliance Management
Data Import/Export
Financial Planning
Fund Management
Investment Tracking
Order Management
Performance Measurement
Portfolio Management
Valuation & Risk Management
AI Features
Total supportedout of 13 features8/133/137/1312/136/134/134/137/13
Full supportNot supported
Feature scores: supported = 1, not supported = 0

What the matrix tells you

Which Wealth Management Software products lead on features, and where the rest fall short.

Feature-count leaders

Indraaj leads with 12 of 13 features supported.

  • Indraaj12 / 13
  • Comarch Wealth Management9 / 13
  • Sage Intacct8 / 13
  • Acorns8 / 13
  • Morningstar Advisor Workstation8 / 13

Most features (6-10)

Solid all-rounders just behind the leaders - strong picks if a top choice does not fit your budget or stack.

  • FinFolio8 / 13
  • WeAdvise8 / 13
  • 4Degrees7 / 13
  • Personal Capital7 / 13
  • Black Diamond7 / 13

Watch-outs - missing table stakes

These products support the fewest features - confirm they cover your must-haves before shortlisting.

  • Hubmee1 / 13
  • Troika3 / 13
  • DocuSign3 / 13
  • wealthbot4 / 13
  • FIS Wealth and Retirement4 / 13

Related Feature Matrices

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