AddeparIn the news
Portfolio data, analytics and reporting platform for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Alternatives to Performativ
Performativ is a Copenhagen-based cloud platform that runs the core operations of wealth firms in one system. It sells to independent wealth and asset managers, multi-family offices, investment advisors and, increasingly, private banks, mainly in the Nordics, Benelux, Germany and Switzerland, with EU data residency. Read the Performativ profile.
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
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote
WIZE
Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
- Banks and trust companies
Escali
Nordic portfolio accounting and performance software for family offices and pension funds, now part of Hypergene
- Family offices
- Retirement plans
- Insurance
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
WealthSpectrum
Portfolio accounting, reporting and front-to-back office platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
KeeSystem
Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices
- RIAs
- Family offices
- Banks and trust companies
Portfolio managementCustom quote