SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
Alternatives to Index One
Index One is a cloud platform for building and running custom indices. Its buyers include RIAs and wealth managers designing rules-based or direct-indexing strategies, as well as ETF issuers, index families and institutional investors that need an index calculated and published. Read the Index One profile.
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
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Quantifeed
Digital wealth management platform for banks and brokerages
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Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
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Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
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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
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AssetBookIn the news
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Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
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