Objectway
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
Wealth ManagementFinancial Analytics
Alternatives to SigFig Wealth Management
- 1Investment Management Software, Wealth Management
- 2Investment Management Software, Portfolio Management
FNZ
Wealth Management Platforms
Global wealth management platform offering technology and administration services for banks.
Wealth ManagementInvestment Management Software - 3Investment Management Software, Portfolio Management
Talos Trading
Investment Management Software
Institutional digital asset trading platform providing execution, OMS, and portfolio management across venues.
AI InfrastructurePortfolio Management - 4Investment Management Software, Portfolio Management
Indata
Investment Management Software
Investment management software for asset managers with portfolio management, trading, and compliance.
Wealth ManagementCompliance Management - 5Investment Management Software
AltExchange
Investment Management Software
Alternative investment platform connecting advisors to fund data and reporting for private investments.
Free planFree trialTiered plansRAG PlatformsFinancial Data Aggregation - 6Wealth Management
Finantix
Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
- 7Investment 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 - 8Investment Management Software, Wealth Management
Rumble Fund
Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Free planUsage-basedBanking SoftwareWealth ManagementPrice$4.85+ / month
- 9Investment Management Software, Portfolio Management
FA Solutions
Investment Management Software
Wealth management software for investment managers with portfolio management and performance analytics.
Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation - 10Portfolio Management, Wealth Management
Tamarac
Portfolio Management
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Portfolio rebalancing and tradingPerformance reporting and analyticsAI assisted report generation
