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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 FIS Wealth
FIS is a financial technology company that sells banking, payments, capital markets and investment software to financial institutions and businesses. Its listed address is 347 Riverside Ave. Read the FIS Wealth profile.
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Portfolio data, analytics and reporting platform for wealth firms
- RIAs
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- 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
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Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
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- RIAs
Portfolio managementCustom quote
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
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- Broker-dealers
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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
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