Avaloq
Core banking and wealth management platform for private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Alternatives to RedBlack
RedBlack is investment management software for RIAs, wealth managers and family offices that trade across several custodians. It is one of the few standalone rebalancing and trading systems, and the company says its platforms support more than $1 trillion in assets for firms from roughly $50 million to over $130 billion in AUM. Read the RedBlack 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
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
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