Compare products
Price
Published entry price$99per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Wealth Management
Wealth Management
Product
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Headquarters
Venice, Italy
Oakland, California
Company size
501-1,000 employees
11-50 employees
Plan
Published entry price
Published rate
$99 / month
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
Open the full comparison
Plan limits, integrations, security reviews and case studies for every product you compare.
Wealth Management
ProductCategoryPriceOffer
