Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Alternatives to AdvisorBOB
AdvisorBOB is advisor-compensation software for registered investment advisers with many advisors and complex payout arrangements. Finance and operations teams use it to calculate what each advisor is owed. Read the AdvisorBOB profile.
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
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 managementCustom quote
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
RedBlack
Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.
- RIAs
- Family offices
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
AllocateRite
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote