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
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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
Entry Level PriceContact vendorFree Trial30 DaysCategory Focus10% 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
Entry Level Price$10 Per MonthFree Trial30 DaysCategory Focus34% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in Wealth Management Software -
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
Entry Level PriceFree versionFree TrialAvailableCategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% 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
Entry Level PriceFree versionFree TrialAvailableCategory Focus50% in Wealth Management Software -
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
Entry Level Price$1 Per MonthFree TrialN/ACategory Focus50% 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
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
Eze Investment Suite
Reimagine the single platform experience with the leading cloud-based ecosystem.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
Entry Level PriceContact vendorFree TrialN/ACategory Focus20% in Wealth Management Software -
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
Entry Level Price$149 Per MonthFree Trial30 DaysCategory Focus50% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus30% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus40% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree Trial30 DaysCategory Focus50% in Wealth Management Software -
wealthbot is based on open source principles and gives you total control over your wealth management solution. ... read more about wealthbot
Entry Level PriceFree versionFree TrialAvailableCategory Focus100% in Wealth Management Software -
Elysys Wealth
Boost your wealth management with the Microsoft Dynamics 365 Business Central leading edgeFrom 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
Entry Level PriceContact vendorFree TrialAvailableCategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus40% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus60% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus0% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus0% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
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
Entry Level PriceContact vendorFree TrialN/ACategory Focus100% in Wealth Management Software -
MoneyWare
Strengthen client relationships and optimize operations with an integrated technology platform.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
Entry Level PriceContact vendorFree TrialN/ACategory Focus60% in Wealth Management Software
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