AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio management1 integrationCustom quote
Client portals
Client portals, onboarding and account opening, e-signature and document vaults, and client communications.
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Showing 25 of 25Most complete profiles first, then A to Z
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planning13 integrationsPer seat
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experience4 integrationsCustom quote
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio management7 integrationsCustom quote
Infront
European market data and wealth software for banks, portfolio managers and family offices
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Wavvest
AI-based operating platform for independent advisors, starting from financial planning and adding CRM and accounting
- RIAs
Financial planning1 integration
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
eMoney AdvisorIn the news
Cash-flow and goals-based financial planning software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
FA Solutions
Cloud front-to-back portfolio management platform for wealth managers, asset managers and banks
- Asset managers
- Banks and trust companies
Portfolio managementCustom quote
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experience4 integrationsCustom quote
Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experience13 integrationsCustom quote
Moneytree Software
Goals-based and cash-flow financial planning software for advisors
- RIAs
- Broker-dealers
Financial planning9 integrationsPer seat
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experience3 integrationsPer seat
QPLIX
Wealth platform for family offices, wealth managers and private banks: reporting, accounting, trading
- Family offices
- Asset managers
- Banks and trust companies
Family-office technology23 integrations
Seccl
Embedded investment platform and custody for UK advice firms and fintechs
- RIAs
Custody & clearing7 integrations
Strad
Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers
- RIAs
- Family offices
- Insurance
Family-office technology5 integrationsTiered
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experience17 integrationsPer seat
Wealth Access
Data unification and client portal platform for bank wealth units
- Banks and trust companies
Integrations & operations2 integrationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operations1 integrationCustom quote
Client portals in the news
- eMoney Advisor
Michael Kitces: AI's main effect will be deeper client engagements
- AssetBook
CircleBlack names Robertson Stephens COO Vikram Chugh as CEO
- Asset-Map
Nearly 40% of retirement investors want a detailed income plan, Cerulli finds
- Wavvest
A software vendor admits the software slice is too thin
- FusionIQ
Wealth tech's margin moves to the governed record
- FusionIQ
Blank Form Ds are options on a distribution rail that hasn't arrived