Finantix
Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
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Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
Wealth Management
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
Wealth Management
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Price$199+ / month
Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Digital Banking Platforms
UK wealth management platform offering modular digital tools for asset managers and private banks.

Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Price$5.06 / month
Wealth Management Platforms
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.

Financial Analytics
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
Financial Data Aggregation
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.