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Private Wealth Daily

Billing

Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.

7 vendors · Updated October 26, 2026

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Showing 7 of 7Most complete profiles first, then A to Z

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Enterprise wealth platform for reporting, portfolio management and client portals

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

Portfolio management7 integrationsCustom 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

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

Billing: questions to ask before you buy

  1. How are performance figures calculated, and can we audit the method?
  2. How do you handle alternatives, held-away assets and manual accounts?
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Billing in the news

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