55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio management6 integrationsCustom quote
Rebalancing and trading
Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.
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Showing 20 of 20Most complete profiles first, then A to Z
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
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
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
AltruistIn the news
Self-clearing custodian and software platform for independent RIAs
- RIAs
Custody & clearing25 integrations
Betterment Advisor SolutionsIn the news
Custody and automated portfolio platform for independent RIAs
- RIAs
Custody & clearingBasis points on assets
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experience4 integrationsCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
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
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
Rebalancing and trading: questions to ask before you buy
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Rebalancing and trading in the news
- Altruist
Client cash moving to T-bills is a custody contract fight
- Betterment Advisor Solutions
Betterment survey: 75% of advised investors use AI
- Altruist
Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship
- Altruist
Vanguard auto-enrolls $1 million–$10 million clients in Flagship
- Altruist
WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question
- Altruist
WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice