Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
Alternatives to AdvisorEngine
AdvisorEngine makes wealth management software for registered investment advisers and other financial advisory firms. Its platform combines a CRM with digital onboarding, portfolio management tools and a client portal, and the company also runs a turnkey asset management program, AdvisorEngine Portfolio Solutions, for RIAs. Read the AdvisorEngine profile.
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRMCustom quote
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers
Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers