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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 Avaloq
Avaloq makes core banking and wealth management software for private banks, wealth managers and investment managers, and also sells to retail, neo and corporate banks. It is based in Zurich, has developed banking software since 1985, and is a subsidiary of NEC Corporation of Japan. Read the Avaloq profile.
AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
RedBlack
Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.
- RIAs
- Family offices
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- RIAs
- Family offices
- Banks and trust companies
Portfolio managementCustom quote
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
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
AdvisorBOB
Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts
- RIAs
Portfolio managementPer seat