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Alternatives to Wealth Access

10 alternatives

  1. 1Wealth Management Platforms, Financial Data Aggregation

    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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  2. 2Wealth Management Platforms, Client Portal Software

    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, 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 services

    Price$379+ / month

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  4. 4Wealth 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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  5. 5Wealth 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
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  6. 6Wealth 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 management

    Price$99+ / month

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  7. 7Wealth 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 Analysis

    Price$99+ / month

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  8. 8Wealth 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
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  9. 9Wealth Management Platforms, Wealth Management

    FNZ

    Wealth Management Platforms

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

    Wealth ManagementInvestment Management Software
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  10. 10Financial Data Aggregation, Wealth Management

    Albridge

    Financial Data Aggregation

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

    Wealth ManagementFinancial Reporting
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