Platforms for financial advisors and wealth managers to manage client portfolios, financial planning, and compliance.
Investor Relations
Investor relations and reporting platform for founders and VCs with KPI tracking and updates.
Price$75+ / month
Starting price: below the category median.
Fund Accounting
SPV platform for fund managers and angels with instant setup, closing, and administration.
Price$375+ / month
Starting price: above the category median.
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Price$9.99+ / month
Starting price: below the category median.
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Price$379+ / month
Starting price: above the category median.Compliance Automation
Compliance automation for registered investment advisors and wealth management firms.
Price$4.85+ / month
Price position: below this category's displayed range.Wealth Management
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Price$199+ / month
Starting price: above the category median.Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
Price position: at the category median.Wealth Management
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
Starting price: below the category median.
Client Portal Software
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Price$99+ / month
Starting price: at the category median.
Royalty Management
Royalty accounting and rights management platform for music, film, and publishing industries.
PriceUsage-based
Wealth Management Platforms
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Price$99+ / month
Starting price: at the category median.
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Price$5.21 / month
Price position: below the category median.Wealth Management
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
PriceUsage-based
Investment Portfolio Management
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
Price$8+ / month
Starting price: below the category median.Financial Data Aggregation
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Compliance Management
COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools.
PriceContact sales
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Investment Management Software
European wealth management platform for banks and advisors with front-to-back office solutions.
PriceContact sales
