17.7
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Alternatives to RightCapital
27.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
36.7
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWeb
- 4
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb6.6 - 5
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 6
Addepar
AndroidiOSWebAPI6.3 - 7
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 8
Masttro
Masttro consolidates public and private, liquid and illiquid assets into a real-time wealth view for ultra-high-net-worth families, family offices, and their advisors.
AndroidiOSWeb6.2 - 9
SEI Wealth Platform
WebAPI6.0 - 10
Temenos Wealth Front Office
Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers.
WebAPISelf-hosted5.9 - 115.6
- 12
5.5 - 13
Orion Advisor Technology
AndroidiOSWeb5.4 - 14
Wealth Dynamix
AndroidiOSWeb5.2 - 15
Praemium
Web4.7