AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio management1 integrationCustom quote
Performance reporting
Portfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.
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Showing 12 of 12Most 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
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
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
AltruistIn the news
Self-clearing custodian and software platform for independent RIAs
- RIAs
Custody & clearing25 integrations
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
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & research8 integrationsFree tier, paid plans
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
Private Wealth Systems
Portfolio accounting, aggregation and reporting software for family offices
- Family offices
- RIAs
Family-office technologyCustom quote
Performance reporting: questions to ask before you buy
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Performance reporting in the news
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Altruist
Client cash moving to T-bills is a custody contract fight
- 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
- Altruist
Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship