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Private Wealth Daily

Client portals

Client portals, onboarding and account opening, e-signature and document vaults, and client communications.

15 vendors · Updated October 26, 2026

News on Client portals in your edition and on My Desk.
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Showing 15 of 15Most complete profiles first, then A to Z

d1g1t

Enterprise wealth platform for reporting, portfolio management and client portals

  • Family offices
  • RIAs
  • Broker-dealers
  • Banks and trust companies

Portfolio management7 integrationsCustom quote

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

  • Asset managers
  • Family offices
  • RIAs

CRM16 integrationsPer seat

Temenos

Banking and wealth management software for banks and private banks

  • Banks and trust companies
  • Asset managers

Portfolio managementCustom quote

additiv

Digital wealth management orchestration platform for banks and insurers

  • Banks and trust companies

Client experienceCustom quote

Backbase

Digital banking and advisor workspace platform for banks and wealth managers

  • Banks and trust companies

Client experienceCustom quote

FusionIQ

White-label digital advice and self-directed investing platform

  • Banks and trust companies
  • RIAs
  • Broker-dealers
  • Asset managers

Client experience4 integrationsCustom quote

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

  • RIAs
  • Broker-dealers

Financial planning9 integrationsPer seat

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

  • RIAs

Custody & clearing7 integrations

Wealth Access

Data unification and client portal platform for bank wealth units

  • Banks and trust companies

Integrations & operations2 integrationsCustom quote

Wealthica

Investment account aggregation dashboard and data API, focused on Canada

  • Family offices
  • RIAs

Integrations & operations1 integrationCustom quote

Tick two to four vendors, then compare them side by side.

Client portals: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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