d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
Alternatives to AssetBook
AssetBook makes portfolio management and reporting software for financial advisors and wealth management firms. Its main product is Pulse by AssetBook, a web platform for monitoring client portfolios and reporting on them. Read the AssetBook profile.
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
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
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
FIS WealthIn the news
Trust accounting and wealth systems for banks and investment firms
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
OrionIn the news
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio managementCustom quote
Quantifeed
Digital wealth management platform for banks and brokerages
- Banks and trust companies
- Broker-dealers
Portfolio managementCustom quote