Alternatives & competitors

Allfunds Tech alternatives

4 alternatives to Allfunds Tech, ranked from the same category. Hit Compare on any row to see it head-to-head with Allfunds Tech.

4 alternativesWealth Management Platforms

We're still building out Allfunds Tech's profile, so this guide is limited for now. Browse the Allfunds Tech profile in the meantime.

1
Maybe
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
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2
eMoney Advisor
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
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3
Broadridge
Wealth Management Platforms
Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
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4
Addepar
Investment Portfolio Management
Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.
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5
Corestone
Software
Wealth infrastructure for global UHNW.
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6
Caliber OZ
Investment Management Software
Opportunity zone investment management and reporting.
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7
Masttro
Software
Wealth aggregation and reporting for UHNW clients.
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8
MoneyGuidePro
Financial Planning and Analysis
Goal-based financial planning software for advisors from Envestnet.
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9
Verlata
Software
Wealth management platform for independent advisors with AI insights
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10
IRESS
Wealth Management Platforms
Financial technology platform for trading, wealth management, mortgages, and market data.
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11
Equisoft
Policy Administration Systems
Financial services technology platform for advisors and carriers.
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12
Wealth.com
Financial Planning and Analysis
Estate planning platform for advisors and clients.
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13
Flyer Financial
Software
Trade and post trade workflow for wealth managers.
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14
Orion Advisor Tech
Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
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15
Pontera
Wealth Management Platforms
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
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16
Moxo
Client Portal Software
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
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17
iCapital
Wealth Management Platforms
Alternative investment platform providing technology for advisors to access private markets products.
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18
AdvisorEngine
Wealth Management Platforms
Wealth management technology platform with CRM, portfolio, and proposals.
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19
Practifi
Wealth Management Platforms
Client engagement platform for wealth management on Salesforce.
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20
Nitro Wealth
Financial Planning and Analysis
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
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21
InvestCloud
Wealth Management Platforms
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
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22
Wealth Access
Software
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
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23
Eton Solutions
Wealth Management Platforms
Family office integrated platform (AtlasFive).
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24
Finary
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
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Allfunds Tech profile Best wealth management platforms software Wealth Management Platforms directory

Frequently asked

What are the best alternatives to Allfunds Tech?

Cubbie lists 4 alternatives to Allfunds Tech, drawn from the same category and ranked so the most complete, vendor-maintained profiles surface first. Use the Compare links to put Allfunds Tech head-to-head with any of them.

How do these Allfunds Tech competitors compare on price?

Open any product profile, or use a Compare link to see Allfunds Tech side-by-side with a competitor on Cubbie's cohort pricing and feature data.

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Frequently asked

What are the best alternatives to Allfunds Tech?

How do these Allfunds Tech competitors compare on price?