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 managementCustom quote
Alternatives to 55ip
55ip makes portfolio implementation software that manages taxes in client accounts for financial advisors, RIAs, wealth management firms and the asset managers and platforms that serve them. It is part of J.P. Read the 55ip profile.
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio managementCustom quote
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote
Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote