Advisor Platforms
for Wealth Management
Products in this category
Addepar is a global data and AI platform that aggregates financial information across all asset clas... more...
Connected wealth management software providing a unified view of client data across investments, ins... more...
Digital wealth management platform integrating CRM, portfolio management, rebalancing, client portal... more...
A visual financial planning platform that organizes client financial information including assets an... more...
A unified engagement banking platform that orchestrates customer journeys across all touchpoints for... more...
Mobile application providing advisors and clients secure access to portfolio information, performanc... more...
A comprehensive platform that offers portfolio management, performance reporting, client portal feat... more...
Datalign's AI-powered matching process connects you with vetted fiduciary advisors who align with yo... more...
An integrated wealth management platform that provides portfolio management, trading, modeling, reba... more...
Wealth management technology platform providing portfolio management, rebalancing, client reporting,... more...
Wealth management and financial software solutions for advisors. more...
Comprehensive wealth management platform providing financial advisors with integrated solutions for ... more...
An AI-powered operating system for investment management combining data integration, portfolio accou... more...
Secure, compliant mobile collaboration platform for wealth advisors and their clients. Features incl... more...
A wealth management platform that provides advisors with tools for portfolio management, trading, re... more...
Wealth management platform designed for independent financial advisors, offering portfolio managemen... more...
CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth manageme... more...
Schneider Electric provides data center physical infrastructure solutions with specific offerings fo... more...
Velmie offers a modular software platform tailored for wealth management companies, private banks, a... more...
Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze r... more...
Wealthbox is a cloud-based CRM platform built specifically for financial advisors and wealth managem... more...
Enterprise wealth management platform that enables advisors and portfolio managers to manage clients... more...
End-to-end technology solution for accessing and managing investments in private equity, private cre... more...