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.
List of Best Wealth Management Software for Individuals
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple ... read more about Asora
Entry Level PriceContact vendorFree TrialN/APricing TypeFlat Rate33% in Wealth Management SoftwareFeatures
- Accounting Management
- Asset Reporting
- Financial Planning
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
Key Details
Industries
- Financial-services
Licensing & Deployment
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
Support
- Email
- Chat
- 24x7 Support
Knowledge Base
- Help Guide
- Video
- Blog
Packages
Pricing Type
- Flat Rate
Preferred Currency
- USD ($)
Free Version
- No
Payment Frequency
- Quote Based
Hubmee is an innovative all-in-one digital management solution crafted to simplify and centralize the complexities of everyday life. Catering to busy individuals and families, Hubmee consolidates essential life management tools into a single, intuitive platform. Users can effortlessly organize their finances, property, vehicles, tasks, documents, education, and work history without the need to juggle multiple applications. Hubmee also provides a ... read more about Hubmee
Entry Level PriceContact vendorFree Trial7 DaysPricing TypePer User0% in Wealth Management SoftwareFeatures
- Accounting Management
Key Details
Industries
- Accounting
- Computer-software
- Consumer-services
- Insurance
- Utilities
Licensing & Deployment
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
Support
- Email
- Chat
- Everyday
Training
- In-person
Packages
Pricing Type
- Per User
Preferred Currency
- USD ($)
Free Version
- Yes
Free Trial
- 7 Days Trial(Credit card required)
Payment Frequency
- Monthly Payment
AdvisorZen.AI is a cutting-edge platform designed specifically for wealth advisors looking to elevate their practice to the next level. Our system integrates artificial intelligence to automate routine processes, giving you more time to focus on building relationships with clients and centres of influence. From client inquiries, thought leadership, practice management, market research, and beyond, our AI assistants help you work ... read more about AdvisorZen AI
Entry Level PriceFree versionFree TrialAvailablePricing TypeFree50% in Wealth Management SoftwareFeatures
- Financial Planning
- Investment Tracking
- Performance Measurement
- Valuation & Risk Management
- AI Features
Key Details
Industries
- Executive-office
- Financial-services
- Investment-management
- Management-consulting
- Writing-editing
Licensing & Deployment
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
Support
- Email
- 24x7 Support
Training
- Documentation
Knowledge Base
- Help Guide
Packages
Pricing Type
- Free
Preferred Currency
- USD ($)
Payment Frequency
- Monthly Payment
XYMMETRY is a cloud-based financial risk management platform for B2B companies in Chile, Colombia, and Mexico. It enables finance teams to identify vulnerabilities, track key financial indicators, and generate alerts and recommendations using real-time data. The platform combines advanced analytics, intuitive dashboards, and automation tools to reduce exposure to operational, credit, and market risks. With customizable modules and integrations with ... read more about XYMMETRY
Entry Level PriceContact vendorFree Trial7 DaysPricing TypePer User50% in Wealth Management SoftwareFeatures
- Accounting Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
Key Details
Industries
- Automotive
- Electrical-electronic-manufacturing
- Financial-services
- Import-export
- Industrial-automation
- Logistics-supply-chain
- Oil-energy
- Retail
Licensing & Deployment
- Proprietary
- Cloud Hosted
- Web-based
- Windows
- Mac
- Linux
Support
- Email
- Chat
- Phone
- 24x7 Support
Training
- Webinar
- In-person
Knowledge Base
- Tutorials
Packages
Pricing Type
- Per User
Preferred Currency
- USD ($)
Free Version
- Yes
Free Trial
- 7 Days Trial(Credit card required)
Payment Frequency
- Annual Subscription
Why Owner.One? Owner.One solves a critical problem: the lack of a secure, structured, and autonomous system for managing and transferring personal wealth data. Traditional methods—paper documents, scattered digital files, or reliance on third parties—are prone to errors, delays, and security risks. Owner.One's goal was to create a solution that empowers individuals to maintain control over their asset information and ensure ... read more about Owner.One
Entry Level PriceContact vendorFree TrialAvailablePricing TypeUsage Based100% in Wealth Management SoftwareFeatures
- Asset Reporting
- Client Portal
- Compliance Management
- Data Import/Export
- Financial Planning
- Valuation & Risk Management
- AI Features
Key Details
Industries
- Venture-capital
Licensing & Deployment
- Proprietary
- On Premises
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
Support
- Email
- 24x7 Support
Training
- Documentation
Packages
Pricing Type
- Usage Based
Preferred Currency
- USD ($)
Free Version
- No
Free Trial
- Available Trial(Credit card required)
Payment Frequency
- Monthly Payment
- Annual Subscription
WealthForce.ai is a wealth management platform that provides relationship managers with a comprehensive 360-degree view of customer portfolios. The software embeds AI-powered tools at key touchpoints throughout both relationship manager and client journeys, structured around four core pillars: hyper automation with cognitive RPA capabilities, personalisation for tailored customer experiences, holistic customer care for superior experience, and compliance management with customizable ... read more about WealthForce.ai
Entry Level PriceContact vendorFree TrialN/APricing TypeContact Vendor100% in Wealth Management SoftwareFeatures
- Client Portal
- Compliance Management
- Data Import/Export
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
- AI Features
Key Details
Industries
- Banking
- Financial-services
Licensing & Deployment
- Proprietary
- Cloud Hosted
- On Premises
- Web-based
- iPhone/iPad
- Android
Support
- Email
- Phone
- 24x7 Support
Training
- Webinar
- In-person
- Documentation
Packages
Pricing Type
- Contact Vendor
Preferred Currency
- USD ($)
Free Version
- No
Payment Frequency
- Monthly Payment
- Annual Subscription
- Quote Based
- One-Time Payment
Integration
Integrated With
- eMACH AI
JezzMoney is a modern wealth management platform built to help financial advisors simplify multi-asset client servicing and scale AUM. It automates daily operations so you can focus on building stronger client relationships. Wealth Management Capabilities: • Multi-Asset Family Portfolios: Consolidated tracking across Mutual Funds, Direct Equity, PMS, AIFs, Fixed Deposits, and Insurance. • Goal-Based Investment Modules: 50+ financial calculators to ... read more about JezzMoney
Entry Level PriceFree versionFree TrialAvailablePricing TypeFree40% in Wealth Management SoftwareFeatures
- Asset Reporting
- Client Portal
- Compliance Management
- Data Import/Export
- Financial Planning
- Order Management
- Portfolio Management
- Performance Measurement
Key Details
Industries
- Financial-services
- Investment-management
Licensing & Deployment
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
Support
- Email
- Chat
- Phone
- Weekdays
Training
- Webinar
- In-person
- Documentation
Knowledge Base
- Best MFD Software Review
- Goal-Based Investing Guide
Packages
Pricing Type
- Free
Integration
Integrated With
- BSE StAR MF / NSE
- CAMS / KFintech
Meerath is a digital legacy and estate planning platform that helps individuals and families organize and protect their legacies. Users can document assets and liabilities, manage beneficiaries and trusted members, prepare wills, and store records in an encrypted digital vault. Its AI-powered guidance supports estate planning, organizes personal and financial records, explores inheritance scenarios, and identifies gaps in legacy plans. ... read more about Meerath
Entry Level PriceContact vendorFree TrialN/APricing TypePer Feature100% in Wealth Management SoftwareFeatures
- AI Features
- Asset Reporting
- Financial Planning
Key Details
Industries
- Individual-family-services
Licensing & Deployment
- Proprietary
- On Premises
- Web-based
- iPhone/iPad
- Android
Support
- Email
- 24x7 Support
Packages
Pricing Type
- Per Feature
Preferred Currency
- USD ($)
Free Version
- No
Payment Frequency
- Monthly Payment
- 1
- 2
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