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#2 Envestnet
Comprehensive wealth management platform offering data aggregation, portfolio construction, risk analytics, and client reporting.
Robust portfolio accounting, performance measurement, and reporting suite with seamless integration to CRM and custodial systems.
All‑in‑one rebalancing, performance reporting, and client portal solution designed for independent advisors.
Enterprise‑grade portfolio management and reporting platform with customizable dashboards and client communication tools.
Integrated suite covering portfolio management, billing, compliance, and client onboarding for wealth managers.
Front‑to‑back investment management platform with order management, compliance, and risk analytics.
Global investment management solution offering portfolio accounting, risk, and performance analytics for large firms.
Data‑driven platform delivering portfolio analytics, client reporting, and market intelligence.
Integrated Bloomberg Terminal tools for portfolio analysis, risk management, and client reporting.
Scalable platform offering custody, trading, reporting, and client portal capabilities.
Portfolio management, research, and performance reporting suite with robust data and analytics.
Full‑service clearing and custody platform combined with portfolio management and reporting tools.
#14 Avaloq Wealth
End‑to‑end digital banking and wealth management platform with workflow automation and client engagement.
#15 Temenos Wealth
Cloud‑native wealth management suite delivering portfolio management, CRM, and digital client experiences.
Enterprise resource planning integrated with portfolio accounting, compliance, and client reporting.
CRM‑centric platform with wealth management extensions for client onboarding, service, and analytics.
Comprehensive suite covering risk, performance measurement, and regulatory reporting for wealth firms.
Performance measurement and attribution platform with multi‑asset class support and client reporting.
#20 Qontigo
Analytics engine delivering factor models, risk analytics, and portfolio construction tools.
Risk and portfolio management platform leveraging BlackRock’s data and analytics for wealth managers.
#22 Vestmark
Integrated portfolio management, performance reporting, and client portal solution for independent advisors.
#23 Vestwell
Digital platform for retirement plan administration, investment management, and participant communication.
#24 InvestCloud
Cloud‑native wealth platform offering client portals, digital advice, and data aggregation.
#25 WealthEngine
Prospecting and client segmentation platform with predictive analytics for wealth managers.
#26 eMoney Advisor
Financial planning and client portal solution integrated with portfolio management and reporting.
#27 MoneyGuidePro
Goal‑based planning software that syncs with portfolio management systems for holistic client advice.
#28 Riskalyze
Risk tolerance assessment tool that integrates with portfolio management platforms for alignment.
Comprehensive financial planning engine with seamless data flow to portfolio and reporting modules.
#30 Capitect
Portfolio analytics and reporting platform with multi‑custodian data aggregation.
#31 Smartleaf
Digital reporting and client communication platform that integrates with major portfolio management systems.
Specialized accounting engine delivering real‑time performance, fee billing, and compliance monitoring.
#33 SS&C Advent Axys
Enterprise‑grade portfolio management, accounting, and reporting solution for large wealth firms.
#34 MotiveWave
Advanced charting and analytics platform that integrates with wealth management CRM and reporting tools.