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 managementCustom quote
Alternatives to Addepar
Addepar makes a portfolio data and reporting platform for wealth management firms, family offices, banks, fund managers and institutional allocators. It handles multi-custodian data, alternative investments and complex ownership structures in one system of record. Read the Addepar profile.
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
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- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
WIZE
Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices
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Nordic portfolio accounting and performance software for family offices and pension funds, now part of Hypergene
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SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
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Portfolio accounting, reporting and front-to-back office platform for wealth managers and family offices
- RIAs
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KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- RIAs
- Family offices
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Portfolio managementCustom quote
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom 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 managementCustom quote