Find the best Wealth Management Software companies for your business. Compare case studies, success stories, & testimonials from the top Wealth Management Software vendors.
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.
Kreischer Miller is a leading independent accounting, tax, and advisory firm serving the Greater Philadelphia and Lehigh Valley areas. They have built all the firm to respond to the unique …
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 …
RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …
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 …
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …
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 …
InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …
Masttro is the WealthData Company. Masttro aggregates, analyzes and reports your total net worth. It ingests all structured and unstructured data including illiquid and liquid investments, liabilities and passion assets …
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B …
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission …
For 30 years, EV has been the tech innovator behind the UK's wealth management revolution. They're re-engineering the financial planning and advice process to make it more accessible and engaging …
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). They are an award-winning provider of wealth management technology; combining …
Commonwealth Financial Network provides independent financial advisors with comprehensive support and resources as the largest privately held independent broker/dealer, focusing on enhancing advisor satisfaction and helping them achieve their clients' …
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