Find the best Wealth Management Software companies for your business. Compare case studies, success stories, & testimonials from the top Wealth Management Software vendors.
Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and …
Devexperts develops and consults for the financial industry, creating some of its most trusted and widely used technology applications. They develop financial software solutions for retail and institutional brokerages, wealth-management …
eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive …
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …
Vestwell is a leading fintech platform powering the new savings economy for millions of businesses and people. Headquartered in New York City, the company transforms access to essential financial wellness …
Dunstan Thomas provides technology solutions for the financial services market, the energy market and across a broad spectrum of other markets, with software solutions, training, consulting and support services. Dunstan …
Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution …
Iress is a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice …
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the …
FA Solutions leverage technology to give their clients more time with their clients. Efficiency, reliability, and flexibility this is what customers appreciate most about FA Solutions. They are dedicated to …
Altruist is Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account …
BRITech is a British/Brazilian FinTech SaaS company headquartered in Sao Paulo, Brazil, with 70 employees in offices in eight countries. They provide scalable, robust wealth management software, professional services and …
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …
Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft …
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