Nucoro
Digital Banking Platforms
UK wealth management platform offering modular digital tools for asset managers and private banks.
Wealth ManagementInvestment Portfolio Management
Alternatives to Finantix
- 1Wealth Management
- 2Wealth Management
INDmoney
Wealth Management
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
Free planUsage-basedPriceUsage-based
- 3Wealth Management
SigFig Wealth Management
Investment Management Software
B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.
Tax efficient portfolio managementPortfolio goal trackingIntelligent portfolio optimization - 4Wealth Management
InvestCloud
Wealth Management Platforms
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
Client Portal SoftwareWealth Management - 5Wealth Management
Fintel
Wealth Management
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
- 6Wealth Management
Income Lab
Wealth Management
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Free trialTiered plansPrice$199+ / month
- 7Wealth Management
Kwanti
Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
- 8Wealth Management
Temenos
Core Banking Systems
Core banking platform serving banks and financial institutions globally with digital banking, payments, and wealth management.
SOC 2ISO 27001GDPRPayment Processing PlatformsBanking Software - 9Wealth Management
Objectway
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
Wealth ManagementFinancial Analytics - 10Wealth Management
Allfunds Tech
Wealth Management Platforms
European wealth management distribution platform offering mutual fund distribution for banks.
Fund distribution and accessSame day settlement and real time paymentsTokenised fund distribution on blockchain
