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Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Alternatives to AssetBook
AssetBook makes portfolio management and reporting software for financial advisors and wealth management firms. Its main product is Pulse by AssetBook, a web platform for monitoring client portfolios and reporting on them. Read the AssetBook profile.
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
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
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
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
Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
ETNA RIA Platform
White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers
- RIAs
- Broker-dealers
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers