Best Wealth Management Software - Page 4
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Compare the Top Wealth Management Software as of April 2025 - Page 4
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1
Equisoft/plan
Equisoft
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future. An intuitive user experience guides the collection of assets, liabilities, income, and expenses in one place. Retirement and insurance needs projections help you cover every possible variable. Accept, reject or modify platform-generated recommendations to save time and effort. Use the regularly updated or customized assumptions to align with your firm's policies. Our report templates can be customized to speak directly to your client’s needs. Add detailed, personalized content to every section of the report. -
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Equisoft/analyze
Equisoft
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows. -
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EY Nexus for Wealth and Asset Management is a business transformation platform that accelerates innovation, unlocks value in ecosystems and powers frictionless customer experiences. It helps you push the boundaries of new ideas and services faster to meet your customers’ needs. EY Nexus features a constantly evolving suite of technology components that are quick to build and easy to adapt. These components fit seamlessly into existing systems and channels to address key customer needs. You can also evolve your products and services using the core EY Nexus platform, which is a versatile, cloud-ready framework with ready-to-use building blocks of technology assets that sits within a curated partner ecosystem. Access to a comprehensive dashboard that is updated in near real-time, financial advisors can quickly see when customers are missing their personal investment targets and adjust their portfolios accordingly.
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Tonic
Tonic
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services. Key Features: Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions. Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process. Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs. Tonic KYC: All your KYC (Know Your Customer) needs on one platform -
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Performativ
Performativ
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients. -
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WealthOS
WealthOS
Our modular architecture and unified API provides all the building blocks to assemble, test and deploy your digital wealth products at pace. We provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels. We reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition. We help you cater to the evolving needs of a multi-generational clientbook, through product expansion and omni-channel servicing. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform. -
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Thomson ONE Wealth
LSEG Data & Analytics
Today’s dynamic and fast-paced business environment requires an efficient and nimble advisory. Thomson ONE Wealth is a complete front-to-back-office workflow solution that enables firms to scale and adapt with ease and agility. Keep abreast of market developments, so when an unexpected event unfolds, you can quickly assess the potential impact on your book of business. Enjoy unsurpassed depth and breadth of LSEG content to find patterns and create simple talking points. Use the wealth tools to create winning investment proposals, or the book management and client reporting tools to find actionable insights and strengthen existing relationships. Stay on top of the market with Thomson ONE Anywhere to remain connected while on the go. With Thomson ONE, firms can combine client data, market data and their own applications to unify workflow. -
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Fundamental Portal
Fundamental Portal
Fundamental Portal is your ultimate solution for transforming the investment management experience for real estate GPs, owner/operators, fund managers, and more. Our cutting-edge platform offers a streamlined approach to capital raising, providing users with professional, secure, and simple interfaces in order to facilitate efficient investor interactions. Fundamental Portal ensures a seamless experience for both investors and capital raisers: 🚀 Facilitates quick soft commitments 📈 Enables funds to be raised in minutes 🔄 Streamlines distribution workflows 📄 Allows real-time document sharing But that's not all. As an add-on, Fundamental Admin complements Fundamental Portal with comprehensive back-office support. Say goodbye to administrative burdens as Fundamental Admin was created to allow fund managers to focus on capital raising and growth.Starting Price: $1500/yr -
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Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
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Dimply
Dimply
Dimply has built a platform that enables financial institutions to build fully branded and compelling fintech solutions, that can harness all the data in their partners’ ecosystem, and then intelligently surface relevant and personalized experiences that adapt to a customer’s changing circumstances. Our mission is to help people think and feel better about money, and in doing so, power a healthier financial future for them, and for the world. A new-generation customer experience platform, designed specifically for financial services. We allow you to leverage any data source available to deliver hyper-personalised digital experiences, regardless of complexity, at scale. Build and deploy customer experiences to engage, inform, and transact with your customers effortlessly. Bring your own data in real time to orchestrate the next experience for your customers. Deliver consistently perfect on-brand experiences dropped straight into your apps. -
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Landytech Sesame
Landytech
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity. -
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Fundment
Fundment
We've built Fundment to transform your investment and at-retirement capabilities, helping you help clients achieve what they want with their money. Powerful advisory portfolio management capabilities and access to an extensive MPS marketplace, for however you run portfolios. Our modern technology includes automated account opening, digital drawdown, and straight-through processing, helping you work efficiently and productively. We have a history of anticipating advisers' needs; listening to what you want and responding to it. Faster migrations with bulk client data uploads and illustrations, plus digital document processing. Integrations with your preferred back-office and cashflow model providers. Agile and nimble technology is driven by your needs, not by the competing demands of providers using the same third-party technology. Get faster migrations with bulk client data uploads and digital documents and processing as standard. -
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WealthERP
Ampsys Consulting Pvt Ltd.
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations. -
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WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
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Assetmax
Fimax AMS
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud. -
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Agilis Investment Management
Agile Financial Technologies
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models. -
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Avaloq Core
Avaloq
Build your entire front-to-back office choosing from 70+ modules designed to serve the needs of every client segment. Your key operations (from accounts and payments to legal and risk) are handled swiftly, reliably, and in a compliant manner. Scale your operations quickly with our unified data model guaranteeing consistency throughout your organization, and implement core banking in as little as six months with standardized configuration. Enable your clients to trade cryptocurrencies themselves or provide your investment office with all the tools required to add digital assets to traditional client portfolios. Transform your banking capability with a core platform that saves time and money while reducing risk. Offer crypto trading for your clients and your advisors. -
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Digitising and streamlining your processes to achieve operational efficiency that anticipates your clients’ needs. Automated and streamlined processes give private bankers and wealth managers the flexibility to tailor their services to their customers’ needs. Providing options for alternative investments (REITs, SRIs, ESG investing, private equity, philanthropy, cryptocurrencies, etc.) is key to customer retention and acquisition in a market landscape where opportunities for diversified investment services evolve quickly. The relationship between clients and wealth managers has changed profoundly as face-to-face interaction is no longer the preferred option. However, bespoke investment recommendations, based on risk profiling, life goals and preferences, remain a high-value requirement. Providing sophisticated and personalised omnichannel digital services throughout the customer lifecycle has become crucial to meeting their convenience and time-saving expectations.
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TS Imagine
TS Imagine
TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence. -
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AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
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Pacer
SS&C Technologies
Pacer® is a multi-currency portfolio management solution designed for global investment managers with large transaction volumes, serving predominantly global institutional or private clients. It gives you a comprehensive, integrated platform for managing securities, transactions, positions, cash, income, corporate actions, and all record keeping. With global multi-currency capabilities, you can track transactions and portfolios and re-value in any currency. Pacer simplifies and accelerates even the most challenging global portfolio accounting processes. Comprehensive portfolio accounting: Manage your portfolios with a proven solution that meets all of the needs of your business streams. Real-time data: Gain timely access to worldwide securities data via the SS&C-owned Securities Valuation Corporation (SVC). Robust web-based reporting: Get real-time portfolio data anywhere with browser access. Cost-effective, scalable architecture. -
22
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
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Dasseti
Dasseti
Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..). -
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AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
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Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse. -
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Allvue
Allvue Systems
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. -
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Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
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Co-Pilot
FIX Flyer
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless. -
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Bincentive
Bincentive
Bincentive is a digital asset management platform. We aim to provide the latest trading and security experiences, and is committed to bridging traditional finance to digital assets. Everyone deserves a chance to profit like a professional through simple, safe, and innovative wealth management products. Bincentive’s real time transactions are audited by reputable accounting firms. We have served over 10 world-renowned exchanges and institutions, providing strategies and product services. Our diversified wealth management products are suitable for all investors. -
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Aladdin by BlackRock
BlackRock
BlackRock and hundreds of other investment professionals turn to the power of Aladdin to work smarter, not harder. More than investment software, Aladdin technology brings clarity and connectivity to the world’s financial ecosystem. Everything we do is guided by the conviction that investors need this clarity at every point in the investment process in order to make more informed decisions, scale efficiently and achieve better investment outcomes. In pursuit of this goal, we are relentlessly innovating and constantly evolving Aladdin technology. Aladdin Enterprise is a flexible, end-to-end operating system that brings clarity to investment professionals. Aladdin Wealth is an industry-leading platform powering the future of wealth management. Bringing together the market-leading capabilities of Aladdin for public markets and eFront for private markets sets a new standard in investment and risk management technology.