Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio management2 integrationsCustom quote
Portfolio accounting
Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.
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Showing 10 of 10Most complete profiles first, then A to Z
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
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
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
LemonEdge
Fund and partnership accounting software for private markets and family offices
- Family offices
- Asset managers
Family-office technology1 integration
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
Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Portfolio accounting: questions to ask before you buy
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Portfolio accounting in the news
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Orion
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- Orion
Betterment survey: 75% of advised investors use AI
- Orion
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it
- Orion
Orion to charge for API access, Salesforce to meter AI calls
- SEI
SEI to build Carlyle private equity CITs for Basic Capital plans