Cubbie Points
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
Alternatives to InvestCloud
- 1Wealth Management Platforms, Wealth Management
- 2Wealth Management Platforms, Client Portal Software
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 managementPrice$99+ / month
Starting price: at the category median. - 3Wealth Management Platforms, Wealth Management
FNZ
Wealth Management Platforms
Global wealth management platform offering technology and administration services for banks.
Wealth ManagementInvestment Management Software - 4Wealth 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 - 5Wealth Management Platforms, Client Portal Software
Wealth Access
Wealth Management Platforms
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Financial Data AggregationClient Portal Software - 6Wealth Management Platforms, Client Portal Software
eMoney Advisor
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Secure file sharing and storageOnboarding and data migration servicesPrice$379+ / month
- 7Wealth Management
Nucoro
Digital Banking Platforms
UK wealth management platform offering modular digital tools for asset managers and private banks.
Wealth ManagementInvestment Portfolio Management - 8Wealth Management Platforms
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 managementPrice$1,083.33+ / month
- 9Wealth Management Platforms, Client Portal Software
Pontera
Wealth Management Platforms
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Portfolio rebalancing and asset allocation optimizationEnterprise grade security and data protection - 10Wealth Management Platforms, Wealth Management
Nitro Wealth
Wealth Management Platforms
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Tiered plansWealth ManagementFinancial Planning and AnalysisPrice$99+ / month
