Find the best Wealth Management Software companies for your business. Compare case studies, success stories, & testimonials from the top Wealth Management Software vendors.
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 …
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, …
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 …
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to …
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 …
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 …
Miles Software is a Global Fintech player in the Wealth, Portfolio and the Asset management space, founded in 1999 with a vision to be a techno-business partner delivering excellence and …
Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA …
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, …
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …
Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …
Technology and Investment Solutions | SEI We deliver technology and investment solutions that connect the financial services industry. We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through …
Flanks is a wealthtech company redefining the industry through data-led insights and automation. Its modular, all-in-one solution empowers global financial institutions — including banks, family offices, asset managers, pension plan …
Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for …
FeaturedCustomers has 2,011,602+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
