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 WealthSpectrum
WealthSpectrum is an investment and wealth management platform built by Applied Software Pvt. Ltd. Read the WealthSpectrum profile.
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
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
SoftPak Financial Systems
Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.
- RIAs
- Family offices
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
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote
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