d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Alternatives to Smart Kx
Smart Kx is fee billing and revenue-management software for RIAs. It links each client's advisory agreement to the fee calculation, so firms bill what the contract says and can see where revenue is being missed. Read the Smart Kx profile.
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
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Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
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Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
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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
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Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
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ETNA RIA Platform
White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers
- RIAs
- Broker-dealers