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Alternatives to FNZ

10 alternatives

  1. 1Wealth Management Platforms, Portfolio Management

    Addepar

    Wealth Management Platforms

    Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.

    AI powered portfolio analysis and insightsMulti asset portfolio managementAlternative investment data management
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  2. 2Wealth Management Platforms, Wealth 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
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  3. 3Wealth Management Platforms, Portfolio Management

    Orion Advisor Tech

    Wealth Management Platforms

    Wealth management technology platform for financial advisors with portfolio accounting.

    Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio management

    Price$1,083.33+ / month

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  4. 4Wealth Management Platforms, Wealth Management

    InvestCloud

    Wealth Management Platforms

    Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.

    Client Portal SoftwareWealth Management
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  5. 5Wealth Management Platforms

    IRESS

    Wealth Management Platforms

    Financial technology platform for trading, wealth management, mortgages, and market data.

    Per seatCustomer SupportReal-Time Analytics

    Price$25+ / seat / month

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  6. 6Wealth Management Platforms, Financial Reporting

    Broadridge

    Wealth Management Platforms

    Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.

    Multi asset portfolio management and order executionAutomated regulatory reporting and compliancePerformance reporting and fund value analytics
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  7. 7Wealth Management Platforms, Wealth Management

    Moxo

    Client Portal Software

    Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.

    Workflow automation with drag and drop builderAI agents for document preparation and reviewDocument collection and management

    Price$99+ / month

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  8. 8Wealth Management Platforms, Investment Management Software

    iCapital

    Wealth Management Platforms

    Alternative investment platform providing technology for advisors to access private markets products.

    Investment performance reportingDigital document management and signing
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  9. 9Investment Management Software, Portfolio 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
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  10. 10Wealth Management Platforms

    Jiffy.ai

    Wealth Management Platforms

    Intelligent automation platform with HyperApp technology combining RPA, ML, and NLP for complex processes.

    No code process automationMulti system integration
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