Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Alternatives to First Rate
First Rate, Inc. is a long-running performance measurement and reporting vendor serving wealth managers of all sizes, broker-dealers and RIAs, institutional investors, family offices and alternative asset managers. Read the First Rate 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
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
AdvisorBOB
Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts
- RIAs
Portfolio managementPer seat
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