Alternatives to ReportWa
Compare ReportWa alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ReportWa in 2026. Compare features, ratings, user reviews, pricing, and more from ReportWa competitors and alternatives in order to make an informed decision for your business.
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1
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
2
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
3
Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
4
Advisor360°
Advisor360°
Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business. -
5
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
6
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. -
7
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. -
8
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
9
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. -
10
Auria
Auria
Auria is a modern wealth-management platform built for ultra-high-net-worth families, single-family offices, multi-family offices, and their advisors. It unites essential capabilities, portfolio management, performance reporting, CRM, secure document management, data aggregation, and multi-entity view, into a single, seamless interface, enabling firms to consolidate asset data from public markets, private equity, real estate, art/collectibles, loans, and liabilities, then visualise a holistic “family view” across generations and entities. The platform’s “Wealth Blueprint” tool maps complex ownership structures, trusts, and family-owned entities; its reporting engine supports bespoke reports and a configurable client portal; and its CRM and workflow features support notes, tasks, and interactions in one system. Designed to replace spreadsheet-based and fragmented tech stacks, Auria emphasises scalability, clarity, and consolidation of data sources. -
11
Black Diamond Wealth Platform
SS&C Advent
From client relationships to compliance, reporting to rebalancing, the world of wealth management is complex and demanding. 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. Provide access to a configurable portfolio dashboard and give your clients a personal, on-demand look at performance, projected income, allocations, activity summary, and more. The two-way, secure document vault makes sending, storing, and auditing files—such as custodial statements—a seamless experience. Outside account aggregation provides the ability to review net worth information and create detailed balance sheet reporting. -
12
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 -
13
BITA Risk
corfinancial
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition. -
14
Aleta
Aleta
Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.Starting Price: Free -
15
Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
16
Ortec Finance
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more. -
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Copia
Copia
Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.Starting Price: $895 per month -
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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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WealthArc
WealthArc
WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship. -
20
Global WealthES
Fi-Tek
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) 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. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device. -
21
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
22
Greenlock
Greenlock
Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients. -
23
Fintso
Fintso
The cutting-edge wealth tech platform creates access to valuable industry resources and industry-leading capabilities. Advice, execution, monitoring, and reporting that truly sets you apart. Completely digitize your practice and get the tools that enable you to focus on your clients. Increase the share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favorite global brands, unlocking opportunities for you through portfolio diversification. 53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering corporate FDs from one of the most respected brands in India. Address the growing need of clients to access the stock market. Unique baskets of Indian equities for your clients are executed seamlessly. Take care of your clients’ needs beyond investments.Starting Price: Free -
24
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
25
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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Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
27
MoneyWare
Miles Software (EbixCash)
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 is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
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iPM Portal
INDATA AI
iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents. -
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Aladdin Wealth
BlackRock
Aladdin Wealth™ is an industry-leading platform powering the future of wealth management. Built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally, we are transforming wealth businesses and changing how advisors engage with individual investors. Be on top of your business with comprehensive and insightful data that allows you to identify trends and manage effectively. Uncomplicate complex client needs with a holistic approach that brings relevant, timely insights to every client engagement. Meet the unique circumstances of every client while personalizing portfolios at scale. Accelerate and scale your business with powerful tools to engage clients and help them achieve their objectives. The speed and depth at which you understand what’s happening in your firm are critical. Interact with Aladdin Wealth™ analytics that spans your businesses, locations, and functions, all in one place. -
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Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
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Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
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Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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Sofistic.AI
Sofistic.AI
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language. -
36
AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
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Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
38
CapIntel
CapIntel
CapIntel is a modern, cloud‑based proposal-generation and investment comparison platform tailored for enterprise wealth managers, financial advisors, and asset management teams. It features an intuitive drag‑and‑drop proposal builder that enables branded, interactive digital proposals—complete with customizable text, visuals, charts, and real‑time performance comparisons. Advisors can import client holdings, compare them against house or custom models, duplicate and adjust portfolios on the fly, and present findings live online or in person. Embedded compliance guardrails, automated tracking, and analytics ensure standardized workflows and transparency. It supports unlimited product comparisons, portfolio management tools (create, save, clone, manage models and contacts), and seamless integration of compliance and marketing materials. -
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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. -
40
DigiPrima
DigiPrima
We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes. -
41
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
42
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
43
Blueleaf
Blueleaf
Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.Starting Price: $195.00/month -
44
Costars
corfinancial
A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered. -
45
M2Advisor
M2Wealth
Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions. -
46
SIMON
SIMON Markets
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository. -
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Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
48
WealthBlock
WealthBlock
WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g. -
49
VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
50
Axys
SS&C Advent
Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions.
