Technology platforms for financial advisors and wealth management firms.
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.Wealth Management Platforms
Financial technology platform for trading, wealth management, mortgages, and market data.
Price$25+ / seat / month
Starting price: below the category median.Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Price$1,083.33+ / 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: above the category median.
Wealth Management Platforms
Wealth management technology platform with CRM, portfolio, and proposals.
Price$69 / user / month
Price position: below the category median.Wealth Management Platforms
Client engagement platform for wealth management on Salesforce.
Price$80+ / seat / month
Starting price: at the category median.
Wealth Management Platforms
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Price$99+ / month
Starting price: above the category median.
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Price$5.14 / month
Price position: below this category's displayed range.Wealth Management Platforms
Client portal and portfolio tracking for financial advisors.
Price$75+ / month
Starting price: below the category median.Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Wealth Management Platforms
Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
Wealth Management Platforms
Wealth infrastructure for global UHNW.
PriceContact sales
Investment Management Software
Opportunity zone investment management and reporting.
Wealth Management Platforms
Wealth aggregation and reporting for UHNW clients.
PriceContact sales
Financial Planning and Analysis
Goal-based financial planning software for advisors from Envestnet.
Wealth Management Platforms
Wealth management platform for independent advisors with AI insights
Policy Administration Systems
Financial services technology platform for advisors and carriers.
PriceContact sales
Financial Planning and Analysis
Estate planning platform for advisors and clients.
