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 WIZE
WIZE is a Geneva-based wealth and asset management platform used by independent wealth managers (EAMs), multi-family and family offices, fund managers, private banks, securities firms and pension funds. It reports about 120 clients in 28 countries and more than 3,000 users. Read the WIZE 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
Escali
Nordic portfolio accounting and performance software for family offices and pension funds, now part of Hypergene
- Family offices
- Retirement plans
- Insurance
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
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
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote