Alternatives to Summit
Compare Summit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Summit in 2026. Compare features, ratings, user reviews, pricing, and more from Summit competitors and alternatives in order to make an informed decision for your business.
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1
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
2
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 -
3
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 -
4
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. -
5
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. -
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
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. -
8
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. -
9
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. -
10
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. -
11
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
12
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. -
13
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. -
14
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. -
15
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. -
16
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 -
17
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. -
18
SOLIAM
VERMEG
SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance. -
19
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 -
20
inStream
inStream Solutions
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. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.Starting Price: $137.00/month/user -
21
Evooq
Evooq
Achieve better client and business outcomes. Investments that address the individual needs and preferences of any client. Scalable, exceptional service across both discretionary and advisory mandates. Access to expertise and technology capabilities without having to actually own them. From onboarding to everyday operations. We provide financial professionals with investment technology and services that make their work radically simple. Investment management is a simple business at its core: investing clients’ money and helping them achieve their goals. We aim to keep it like that. Evooq helps wealth and asset managers strengthen their offerings and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple. Based in Switzerland, we work with wealth and asset management companies all over the world. -
22
Prospero Suite
FINARTIS
Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.Starting Price: $1760/month/user -
23
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. -
24
Fusion Advisor
Fusion Advisor
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size. -
25
KidBrooke OutRank
KidBrooke
Quickly build innovative, reliable, and secure wealth experiences by accessing our financial simulation engine through versatile APIs, already powering wealth services in a number of financial institutions. OutRank powers seamless financial decision-making based on the simulations of the personal balance sheets of your customers. The holistic customer journey enables your financial advisors or customers to consider all aspects of personal finances developing over a lifetime while making a financial decision. OutRank API enables pensions providers to build the next-generation pension journeys both for accumulators and decumulation. Depending on your business model, it empowers your advisors or customers to navigate through the intricacies of retirement planning by delivering seamless financial decision-making tools. Our APIs are designed by experienced domain experts, ensuring the quality of the underlying models. -
26
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. -
27
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. -
28
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. -
29
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. -
30
Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
31
Range
Range
Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.Starting Price: $1,475 per year -
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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. -
33
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 -
34
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 -
35
Crowd Wealth AI
ProdCrowd AI
Crowd Wealth AI is a cutting‑edge AI and wealth management product that revolutionizes financial planning and portfolio management through two integrated AI solutions, Wise Wealth AI and Wealth Lens AI. Wise Wealth AI delivers personalized financial planning tailored to both individuals and organizations by analyzing data to generate actionable recommendations, performing investment trend analysis with data‑backed growth strategies, optimizing portfolio diversification through tailored asset allocation, continuously monitoring performance and adjusting strategies based on market trends, and presenting insights via interactive AI‑powered dashboards. Wealth Lens AI provides visual financial insights into trends and portfolio performance, employs predictive modeling to forecast market changes, tracks comparative wealth metrics across demographic and organizational groups, and identifies emerging investment opportunities in new markets. -
36
InvestSuite
InvestSuite
We strongly believe that cooperation between traditional financial institutions and fintechs generates mutual benefit. Both have advantages and aspirations that are complementary, making it worthwhile to form partnerships. Providing a range of digital investment products creates an opportunity to cross-sell to existing clients and access new client segments. However, developing new proprietary investment solutions is very time consuming and expensive, especially in a context of fee pressure and high regulatory complexity. This has made it hard for brokers to develop and launch these innovative products to spark new growth. Most wealth managers are proud of their existing investment approach and expertise. Yet costs and margins are under severe downwards pressure, which is driving the industry-wide challenge to systematically transform and modernize existing business models to remain profitable. -
37
OneVest
OneVest
We deliver wealth, as a service. Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise. Enabling modern wealth management delivery. From modernizing legacy programs to launching them for the first time, OneVest helps you get to market faster. Embed wealth services into your platform and get up-and-running without the overhead. Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform. Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications. Our developer-friendly API allows you to create a customized wealth management experience. Leverage OneVest's wealth platform as your own without needing to build it all yourself. Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly. Seamlessly deliver wealth management in conjunction with your existing back office. -
38
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. -
39
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. -
40
SMART Business Suite
Integraal Solutions
Leading private banks and financial firms use SMART for wealth management to drive their business, support their strategy and support their digital transformation. Data is everywhere and the biggest challenge is the quality of the data. Banking, and especially Wealth Management, is complex and requires being proactive, efficient and pragmatic. The quality of the data is essential and it must be admitted that not everything is perfect. Data is the result of our business processes: it highlights our strengths and weaknesses. We should not expect data to be perfect, it probably never will be, however, we should pay particular attention to key data that have a strong impact on the organization. A data culture cannot be improvised, it is built over time and requires a strong impetus from the management teams. Profitability management is based on the analysis of accounting and analytical transactions. -
41
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. -
42
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 -
43
Macroaxis
Macroaxis
Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. 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 wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis. -
44
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. -
45
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. -
46
ReportWa
Hexaview
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting. -
47
Mobius Wealth
Profile Software
Mobius Wealth is a top-quality mobile wealth management app that integrates with your back-end system, allowing you to provide your clients with a compelling digital experience across all communication channels (web and mobile). Mobius Wealth uses data from your existing systems (wealth/investment management/trading platforms, market-data feeds) and compiles them into a single, attractive presentation, following the highest security standards. It is a native mobile with a front-end platform that can connect to any back-end system for the financial services sector. Portfolio monitoring and drill-down capabilities: holdings, performance, transactions. Full portfolio analytics and comparisons to model portfolios. Improved client service by allowing both RMs/FAs and clients to access information. White-labeled to promote the organizations’ specific brands and services to clients. Compliant with the highest web and mobile application security standards. -
48
Nucoro
Nucoro
We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers. -
49
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. -
50
VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
