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Alternatives to Practifi

10 alternatives

  1. 1Wealth Management Platforms

    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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  2. 2Wealth Management Platforms

    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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  3. 3Wealth Management Platforms, Banking Software

    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

    FNZ

    Wealth Management Platforms

    Global wealth management platform offering technology and administration services for banks.

    Wealth ManagementInvestment Management Software
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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

    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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  7. 7Wealth Management Platforms

    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 services

    Price$379+ / month

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  8. 8Wealth Management Platforms

    Wealth Access

    Wealth Management Platforms

    Client portal and data aggregation platform for wealth management firms to engage clients holistically.

    Financial Data AggregationClient Portal Software
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  9. 9Wealth Management Platforms

    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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  10. 10Wealth Management Platforms

    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
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