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Alternatives to INDmoney

10 alternatives

  1. 1Wealth Management

    Finantix

    Wealth Management

    ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.

  2. 2Wealth Management

    Fintel

    Wealth Management

    Equity research platform with institutional ownership data, short interest, and SEC filings.

    Price$10+ / month

  3. 3Wealth Management

    Income Lab

    Wealth Management

    Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.

    Free trialTiered plans

    Price$199+ / month

  4. 4Wealth Management

    Kwanti

    Wealth Management

    Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.

    Price$99 / month

  5. 5Wealth Management

    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.

    Free trialAccounting SoftwareInvestment Management Software
  6. 6Wealth Management

    Nucoro

    Digital Banking Platforms

    UK wealth management platform offering modular digital tools for asset managers and private banks.

    Wealth ManagementInvestment Portfolio Management
  7. 7Wealth Management

    Finary

    Wealth Management

    Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.

    Free planFree trialTiered plansInvestment Portfolio ManagementWealth Management Platforms

    Price$5.06 / month

  8. 8Wealth Management

    InvestCloud

    Wealth Management Platforms

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

    Client Portal SoftwareWealth Management
  9. 9Wealth Management

    FinMason

    Financial Analytics

    Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.

    White labeled portfolio visualization and reportingCloud native investment data management platform
  10. 10Wealth Management

    Albridge

    Financial Data Aggregation

    Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.

    Wealth ManagementFinancial Reporting