Compare Wealth Management products.
Fund Accounting
SPV platform for fund managers and angels with instant setup, closing, and administration.
Price$375+ / month
Starting price: above the category median.
Banking Software
Digital asset custody, trading, and financial services platform for institutional investors.
PriceUsage-based
CRM
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Price$39+ / user / month
Starting price: below the category median.
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.
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.
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.Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
Price position: at the category median.
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.
Royalty Management
Royalty accounting and rights management platform for music, film, and publishing industries.
PriceUsage-based
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.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 Platforms
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Price$99+ / month
Starting price: at 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
Equity research platform with institutional ownership data, short interest, and SEC filings.
Price$10+ / month
Starting price: below the category median.
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Price$5.08 / 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
Financial Planning & Analysis
Financial planning software for advisors with tax planning and client portal.
Price$125+ / month
Starting price: above the category median.
Core Banking Systems
Core banking platform serving banks and financial institutions globally with digital banking, payments, and wealth management.
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