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Robust portfolio accounting, performance reporting, and client portal with integrated billing and compliance tools.
Enterprise‑grade portfolio management, performance analytics, and client reporting for independent advisors and firms.
All‑in‑one practice management suite featuring portfolio accounting, research integration, and customizable reporting.
Financial planning and wealth management platform with interactive client portal, cash‑flow modeling, and aggregation.
#6 Wealthbox
Intuitive CRM and workflow automation tool that includes portfolio tracking, task management, and client communication.
Goal‑based financial planning software with robust scenario analysis and seamless integration to many portfolio systems.
#8 RightCapital
Modern financial planning and investment management platform offering tax‑aware planning, retirement projections, and client portal.
#9 Naviplan
Comprehensive planning engine with detailed cash‑flow, estate, and insurance modules, plus portfolio integration.
Powerful planning suite with flexible data modeling, client portal, and integration to major custodians.
#11 Redtail CRM
Industry‑focused CRM with built-in portfolio tracking, document management, and workflow automation.
Full‑service platform offering portfolio management, trading, reporting, and custodial services for advisors.
Integrated suite covering portfolio accounting, trading, reporting, and client portal for Schwab‑affiliated advisors.
Comprehensive advisor platform with portfolio management, rebalancing, and customizable reporting tools.
Robust trading and portfolio management solution with low‑cost execution, reporting, and API access.
#16 Vestmark
Cloud‑based wealth management platform delivering portfolio accounting, performance reporting, and client portal.
#17 Junxure
Advisor‑centric CRM with integrated portfolio tracking, workflow automation, and compliance features.
#18 Albridge
Enterprise portfolio management system offering performance measurement, risk analytics, and multi‑asset class support.
#19 AssetBook
Portfolio accounting and reporting platform with real‑time data aggregation and customizable client statements.
Full‑service custodial and technology platform delivering portfolio management, reporting, and compliance tools.
Goal‑oriented planning and portfolio management solution with client portal and integration to major custodians.