Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accounts1 integrationSubscription
Portfolio management
Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.
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Showing 40 of 50Most complete profiles first, then A to Z
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio management6 integrationsCustom quote
AdvisorBOB
Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts
- RIAs
Portfolio managementPer seat
AllocateRite
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio management7 integrationsCustom quote
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio management1 integrationCustom quote
Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio management2 integrationsCustom quote
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
GeoWealth
TAMP and UMA technology platform for RIAs
- RIAs
TAMP & managed accounts10 integrationsCustom quote
Interactive BrokersIn the news
Global brokerage and custody platform for RIAs and other institutions
- RIAs
- Broker-dealers
Custody & clearingPer transaction
MSCI Wealth Manager
Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI
- RIAs
- Family offices
Data & research1 integrationCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Upvest
Investment API for brokerage, settlement and custody in Europe and the UK
- Banks and trust companies
Custody & clearingCustom quote
Adaptive
Options analytics for advisors: downside-protection hedges, covered-call income and risk analysis on client portfolios
- RIAs
Data & researchTiered
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio management5 integrationsCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
AltruistIn the news
Self-clearing custodian and software platform for independent RIAs
- RIAs
Custody & clearing25 integrations
BaySys Technology BARS
BARS fee billing and reporting software for advisory firms, with custodial interfaces for Advent APX/Axys
- RIAs
Portfolio management2 integrationsCustom quote
Betterment Advisor SolutionsIn the news
Custody and automated portfolio platform for independent RIAs
- RIAs
Custody & clearingBasis points on assets
BITA
Index construction, calculation and direct indexing technology for asset managers, wealth managers and ETF sponsors
- Asset managers
Clear StreetIn the news
Cloud-based clearing, custody, financing and execution for brokers and investors
- Broker-dealers
- Family offices
- Asset managers
Custody & clearingCustom quote
ETNA RIA Platform
White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers
- RIAs
- Broker-dealers
FinTurkIn the news
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- RIAs
CRM9 integrationsTiered
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
FIS WealthIn the news
Trust accounting and wealth systems for banks and investment firms
- Banks and trust companies
- Asset managers
Portfolio management6 integrationsCustom quote
FundCount
Accounting and investment reporting software for family offices and funds
- Family offices
- Asset managers
Family-office technologySubscription
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experience4 integrationsCustom quote
Index One
Self-service platform to design, back-test, calculate and distribute custom indices, including for direct indexing
- RIAs
- Asset managers
Portfolio managementTiered
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & research8 integrationsFree tier, paid plans
LemonEdge
Fund and partnership accounting software for private markets and family offices
- Family offices
- Asset managers
Family-office technology1 integration
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
NDEX Systems
Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices
- RIAs
- Family offices
- Asset managers
Integrations & operations6 integrations
Ohpen
Cloud core banking and investment administration platform for European institutions
- Banks and trust companies
Integrations & operations1 integration
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio management2 integrationsCustom quote
Panoramix
Billing and performance reporting software for RIAs
- RIAs
Portfolio management25 integrationsTiered
Portfolio management: questions to ask before you buy
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Portfolio management in the news
- AssetMark
Only 17% of firms make the referral ask a defined step
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Altruist
Client cash moving to T-bills is a custody contract fight
- Orion
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- Betterment Advisor Solutions
Betterment survey: 75% of advised investors use AI
- Altruist
Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship