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#2 Envestnet
Integrated wealth‑management suite with portfolio management, data aggregation, and client engagement tools for advisors.
Scalable portfolio accounting, performance measurement, and reporting platform with strong integration ecosystem.
All‑in‑one investment management solution featuring research, portfolio analytics, and client reporting.
Cloud‑native portfolio management and reporting platform designed for high‑net‑worth and institutional advisors.
Comprehensive portfolio accounting, rebalancing, and reporting suite with seamless CRM integration.
#7 Advyzon
Modern, cloud‑based wealth‑management platform offering portfolio management, reporting, and client portal features.
#8 FactSet
Enterprise‑grade analytics, portfolio management, and risk solutions for advisors and institutional investors.
Advanced investment management system delivering order management, compliance, and performance analytics.
Robust platform offering portfolio accounting, performance reporting, and client communication tools.
Integrated suite for advisors featuring portfolio management, trading, and client reporting.
Full‑service platform delivering clearing, custody, portfolio accounting, and reporting capabilities.
Comprehensive trading and portfolio management platform with low‑cost execution and reporting tools.
#14 Vestmark
Cloud‑based portfolio management and reporting solution with advanced rebalancing and billing features.
Enterprise portfolio accounting and performance measurement system with extensive customization.
Data‑driven investment management platform focused on performance attribution and risk analytics.
#17 AssetBook
Modern portfolio management platform offering accounting, reporting, and client portal capabilities.
#18 eMoney Advisor
Financial planning and wealth‑management suite with integrated portfolio tracking and reporting.
#19 MoneyGuidePro
Goal‑based financial planning software that includes portfolio analysis and client reporting tools.
CRM platform enhanced with portfolio accounting, performance reporting, and client communication features.
Enterprise‑grade investment management platform delivering risk analytics, portfolio construction, and reporting.