Portfolio management

55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management6 integrationsCustom quote

AssetBookIn the news

Portfolio monitoring, performance reporting and fee billing software for advisors

• RIAs

Portfolio management1 integrationCustom quote

Avaloq

Core banking and wealth management platform for private banks

• Banks and trust companies
• Asset managers

Portfolio management2 integrationsCustom quote

d1g1t

Enterprise wealth platform for reporting, portfolio management and client portals

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

Portfolio management7 integrationsCustom quote

GeoWealth

TAMP and UMA technology platform for RIAs

• RIAs

TAMP & managed accounts10 integrationsCustom quote

Interactive BrokersIn the news

Global brokerage and custody platform for RIAs and other institutions

• RIAs
• Broker-dealers

Custody & clearingPer transaction

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

• Asset managers
• Family offices
• RIAs

CRM16 integrationsPer seat

SEIIn the news

Wealth technology, outsourced operations, custody and investment programs

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

Integrations & operationsCustom quote

Temenos

Banking and wealth management software for banks and private banks

• Banks and trust companies
• Asset managers

Portfolio managementCustom quote

Upvest

Investment API for brokerage, settlement and custody in Europe and the UK

• Banks and trust companies

Custody & clearingCustom quote

AddeparIn the news

Portfolio data, analytics and reporting platform for wealth firms

• RIAs
• Family offices
• Banks and trust companies
• Asset managers

Portfolio management5 integrationsCustom quote

additiv

Digital wealth management orchestration platform for banks and insurers

• Banks and trust companies

Client experienceCustom quote

Adhesion WealthIn the news

UMA platform with outsourced trading and tax overlay for RIAs

• RIAs
• Asset managers

TAMP & managed accounts

AdvisorEngineIn the news

CRM, portfolio management and TAMP platform for advisory firms

• RIAs

CRM

AltruistIn the news

Self-clearing custodian and software platform for independent RIAs

• RIAs

Custody & clearing25 integrations

AssetMarkIn the news

TAMP with managed accounts, portfolio tools and advisor consulting

• RIAs

TAMP & managed accounts

Betterment Advisor SolutionsIn the news

Custody and automated portfolio platform for independent RIAs

• RIAs

Custody & clearingBasis points on assets

Clear StreetIn the news

Cloud-based clearing, custody, financing and execution for brokers and investors

• Broker-dealers
• Family offices
• Asset managers

Custody & clearingCustom quote

FIS WealthIn the news

Trust accounting and wealth systems for banks and investment firms

• Banks and trust companies
• Asset managers

Portfolio management6 integrationsCustom quote

FundCount

Accounting and investment reporting software for family offices and funds

• Family offices
• Asset managers

Family-office technologySubscription

FusionIQ

White-label digital advice and self-directed investing platform

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

Client experience4 integrationsCustom quote

KoyfinIn the news

Market data, portfolio analytics and client reporting for advisors

• RIAs

Data & research8 integrationsFree tier, paid plans

LemonEdge

Fund and partnership accounting software for private markets and family offices

• Family offices
• Asset managers

Family-office technology1 integration

Moment

Investment management platform for portfolio construction, trading and compliance agents

• RIAs
• Broker-dealers

Portfolio management

Ohpen

Cloud core banking and investment administration platform for European institutions

• Banks and trust companies

Integrations & operations1 integration

OrionIn the news

Portfolio accounting, CRM, trading and TAMP platform for advisors

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

Portfolio management2 integrationsCustom quote

Panoramix

Billing and performance reporting software for RIAs

• RIAs

Portfolio management25 integrationsTiered

PonteraIn the news

Held-away 401(k) account management platform for financial advisors

• RIAs
• Broker-dealers

Financial planning20 integrations

Private Wealth Systems

Portfolio accounting, aggregation and reporting software for family offices

• Family offices
• RIAs

Family-office technologyCustom quote

Quantifeed

Digital wealth management platform for banks and brokerages

• Banks and trust companies
• Broker-dealers

Portfolio management1 integrationCustom quote

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

• RIAs

Custody & clearing7 integrations

SEI LifeYield

Household-level tax management and retirement income APIs for wealth firms

• RIAs
• Broker-dealers
• Asset managers

Portfolio management1 integrationCustom quote

TradePMRIn the news

Custody and trading platform for independent RIAs

• RIAs

Custody & clearing17 integrationsCustom quote

WealthKernel

Custody, brokerage and investment account APIs for UK and EU firms

Custody & clearingCustom quote