17.7
MoneyGuide is financial planning software for advisors who help clients work toward long-term financial goals.
iOSWebAPI
Best Wealth Management in 2026
27.6
FundCount brings portfolio, partnership, and general ledger accounting together for investment analysis and reporting.
AndroidiOSWeb
37.0
RightCapital is financial planning software designed to simplify planning, support client engagement and help financial advisors scale.
AndroidiOSWeb
- 4
Advisor360° CRM
Advisor360° CRM is a wealth management client relationship management application built into the Advisor360° platform.
AndroidiOSWebAPI6.7 - 5
Advyzon
Advyzon is a wealth management platform that brings advisory firms’ portfolio management, reporting, billing, CRM, document management, rebalancing,…
AndroidiOSWeb6.6 - 6
eMoney Advisor
eMoney Advisor is a financial planning platform for financial advisors, supporting work from goal discussions through cash-flow analysis.
AndroidiOSWebAPI6.5 - 7
Addepar
AndroidiOSWebAPI6.3 - 8
WealthSpectrum
WealthSpectrum is a wealth management platform for front-, middle-, and back-office operations.
AndroidiOSWebAPI6.3 - 9
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 - 10
SEI Wealth Platform
WebAPI6.0 - 11
Temenos Wealth Front Office
Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers.
WebAPISelf-hosted5.9 - 125.6
- 13
5.5 - 14
Orion Advisor Technology
AndroidiOSWeb5.4 - 15
Wealth Dynamix
AndroidiOSWeb5.2 - 16
Praemium
Web4.7