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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![Hubmee]()
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 ... read more about Hubmee
Entry Level PriceContact vendorFree Trial7 DaysPricing TypePer User0% in Wealth Management SoftwareFeatures
- Accounting Management
Key Details
Industries
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Accounting
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Computer-software
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Consumer-services
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Insurance
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Utilities
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
Support
- Email
- Chat
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Everyday
Training
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In-person
Packages
Pricing Type
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Per User
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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7 Days Trial(Credit card required)
Payment Frequency
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Monthly Payment
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![AdvisorZen AI]()
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 ... 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
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Executive-office
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Financial-services
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Investment-management
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Management-consulting
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Writing-editing
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
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Linux
Support
- Email
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24x7 Support
Training
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Documentation
Knowledge Base
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Help Guide
Packages
Pricing Type
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Free
Preferred Currency
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USD ($)
Payment Frequency
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Monthly Payment
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![XYMMETRY]()
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 ... 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
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Automotive
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Electrical-electronic-manufacturing
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Financial-services
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Import-export
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Industrial-automation
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Logistics-supply-chain
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Oil-energy
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Retail
Licensing & Deployment
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Proprietary
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Cloud Hosted
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Web-based
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Windows
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Mac
-
Linux
Support
- Email
- Chat
- Phone
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24x7 Support
Training
-
Webinar
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In-person
Knowledge Base
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Tutorials
Packages
Pricing Type
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Per User
Preferred Currency
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USD ($)
Free Version
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Yes
Free Trial
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7 Days Trial(Credit card required)
Payment Frequency
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Annual Subscription
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![Owner.One]()
Why Owner.One? Owner.One solves a critical problem: the lack of a secure, structured, and autonomous system for managing and transferring personal wealth data. Traditional methods—paper documents, scattered digital files, or reliance on ... read more about Owner.One
Entry Level PriceContact vendorFree TrialAvailablePricing TypeUsage Based100% in Wealth Management SoftwareFeatures
- Asset Reporting
- Client Portal
- Compliance Management
- Data Import/Export
- Financial Planning
- Valuation & Risk Management
- AI Features
Key Details
Industries
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Venture-capital
Licensing & Deployment
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Proprietary
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On Premises
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
-
Linux
Support
- Email
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24x7 Support
Training
-
Documentation
Packages
Pricing Type
-
Usage Based
Preferred Currency
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USD ($)
Free Version
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No
Free Trial
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Available Trial(Credit card required)
Payment Frequency
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Monthly Payment
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Annual Subscription
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![WealthForce.ai]()
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 ... 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
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Banking
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Financial-services
Licensing & Deployment
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Proprietary
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Cloud Hosted
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On Premises
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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
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No
Payment Frequency
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Monthly Payment
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Annual Subscription
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Quote Based
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One-Time Payment
Integration
Integrated With
- eMACH AI
- 1
- 2
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