Avaloq
Portfolio management
Core banking and wealth management platform for private banks
- Built for
- Banks and trust companies, Asset managers
- Pricing · Region
- Custom quote · Europe
- Works with
- Aladdin Wealth (BlackRock), OpenWealth API standard
Outsourced back office
Data aggregation, integration hubs and middleware, workflow automation and outsourced back office.
- 13 vendors
- Updated October 26, 2026
- Free, editorial
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13 Outsourced back office vendors
Most complete profiles first, then A to Z · No company pays to be listed or for where it appears
F2 Strategy
Integrations & operations
Technology consulting, outsourced CTO and operations services for wealth firms
- Built for
- RIAs, Banks and trust companies, Family offices, Broker-dealers
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
SEI
Integrations & operations
Wealth technology, outsourced operations, custody and investment programs
- Built for
- Banks and trust companies, RIAs, Broker-dealers, Asset managers
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
Sowell Management
TAMP & managed accounts
TAMP and RIA platform for independent financial advisors
- Built for
- RIAs
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
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Upvest
Custody & clearing
Investment API for brokerage, settlement and custody in Europe and the UK
- Built for
- Banks and trust companies
- Pricing · Region
- Custom quote · Europe
- Works with
- None listed yet
Abacus
Compliance & risk
Managed IT and cybersecurity services for investment and financial firms
- Built for
- RIAs, Broker-dealers, Family offices, Asset managers
- Pricing · Region
- Subscription · US
- Works with
- None listed yet
Dynamic Advisor Solutions
TAMP & managed accounts
RIA platform, outsourced operations and TAMP for independent advisors
- Built for
- RIAs
- Pricing · Region
- Basis points on assets · US
- Works with
- Schwab, Fidelity, Raymond James, Orion
EncorEstate Plans
Financial planning
Estate document creation and trust funding service for financial advisors
- Built for
- RIAs
- Pricing · Region
- Per transaction
- Works with
- None listed yet
itSynergy
Compliance & risk
Managed IT and cybersecurity services for registered investment advisers
- Built for
- RIAs
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
Ohpen
Integrations & operations
Cloud core banking and investment administration platform for European institutions
- Built for
- Banks and trust companies
- Pricing · Region
- Europe
- Works with
- ABN AMRO Clearing Bank
PCR Insights
Integrations & operations
Custodial and alternative investment data aggregation for wealth firms
- Built for
- RIAs, Family offices, Banks and trust companies, Broker-dealers
- Pricing · Region
- US
- Works with
- None listed yet
RedBlack
Portfolio management
Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.
- Built for
- RIAs, Family offices
- Pricing · Region
- US
- Works with
- CAIS
Ren
Financial planning
Donor-advised fund and charitable giving platform for wealth firms
- Built for
- RIAs
- Pricing · Region
- Custom quote
- Works with
- None listed yet