55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
Alternatives to Orion
Orion makes software and investment services for registered investment advisers and broker-dealers, as well as custodians, family offices and bank trust departments. Its technology business sells portfolio accounting, Redtail CRM, trading, planning, risk analytics, compliance software and client and advisor portals, which firms can buy as a set or as separate parts. Read the Orion 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
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio managementCustom quote
Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Temenos
Banking and wealth management software for banks and 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
Quantifeed
Digital wealth management platform for banks and brokerages
- Banks and trust companies
- Broker-dealers
Portfolio managementCustom quote