Rebalancing and trading

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

Performativ

Cloud wealth management operating system for European wealth managers, family offices and private banks

• Family offices
• Asset managers
• Banks and trust companies
• RIAs

Portfolio management14 integrationsCustom quote

55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management6 integrationsCustom quote

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

Avaloq

Core banking and wealth management platform for private banks

• Banks and trust companies
• Asset managers

Portfolio management2 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

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

WIZE

Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices

• RIAs
• Family offices
• Asset managers
• Banks and trust companies

Portfolio management

Adaptive

Options analytics for advisors: downside-protection hedges, covered-call income and risk analysis on client portfolios

• RIAs

Data & researchTiered

additiv

Digital wealth management orchestration platform for banks and insurers

• Banks and trust companies

Client experienceCustom quote

AdvisorEngineIn the news

CRM, portfolio management and TAMP platform for advisory firms

• RIAs

CRM

AltruistIn the news

Self-clearing custodian and software platform for independent RIAs

• RIAs

Custody & clearing25 integrations

Alwy

All-in-one advice, onboarding, CRM and fund trading platform for Nordic advisors, fund companies and brokers

• RIAs
• Asset managers
• Insurance

Client experienceFree tier, paid plans

AutoCIO

AI portfolio construction and optimisation platform from Arabesque AI for institutions and wealth advisors

• Asset managers
• RIAs
• Banks and trust companies

Portfolio managementTiered

Betterment Advisor SolutionsIn the news

Custody and automated portfolio platform for independent RIAs

• RIAs

Custody & clearingBasis points on assets

ETNA RIA Platform

White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers

• RIAs
• Broker-dealers

Portfolio management

FinTurkIn the news

AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes

• RIAs

CRM9 integrationsTiered

FusionIQ

White-label digital advice and self-directed investing platform

• Banks and trust companies
• RIAs
• Broker-dealers
• Asset managers

Client experience4 integrationsCustom quote

Moment

Investment management platform for portfolio construction, trading and compliance agents

• RIAs
• Broker-dealers

Portfolio management

Panoramix

Billing and performance reporting software for RIAs

• RIAs

Portfolio management25 integrationsTiered

PonteraIn the news

Held-away 401(k) account management platform for financial advisors

• RIAs
• Broker-dealers

Financial planning20 integrations

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

Quantifeed

Digital wealth management platform for banks and brokerages

• Banks and trust companies
• Broker-dealers

Portfolio management1 integrationCustom quote

RedBlack

Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.

• RIAs
• Family offices

Portfolio management1 integration

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

• RIAs

Custody & clearing7 integrations

SEI LifeYield

Household-level tax management and retirement income APIs for wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management1 integrationCustom quote

SoftPak Financial Systems

Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.

• RIAs
• Family offices

Portfolio management5 integrations

TradePMRIn the news

Custody and trading platform for independent RIAs

• RIAs

Custody & clearing17 integrationsCustom quote

WealthKernel

Custody, brokerage and investment account APIs for UK and EU firms

Custody & clearingCustom quote