Alternatives to Farther
Compare Farther alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Farther in 2026. Compare features, ratings, user reviews, pricing, and more from Farther competitors and alternatives in order to make an informed decision for your business.
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1
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
2
GeoWealth
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Our integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. -
3
Wealth Elite
REDVision Tech
Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. -
4
AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
5
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
6
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
7
DreamQuark Brain
DreamQuark
AI can be slow, confusing, and costly. Brain empowers wealth managers to make hyper-personalized insights simply and quickly. Serve your clients better and grow smarter with Brain. Turn your data into user-friendly insights in a few clicks to guide your next best action. Brain’s explainable AI gives advisors the reasons behind every recommendation. Use Brain’s CX application or integrate it on your own CX platform and cloud provider. Increase your revenues by predicting which clients will respond best to cross-sell and upsell opportunities. Improve the performance of your campaigns by identifying which clients are likely to take an interest in a product and why. Retain your clients before it’s too late by quickly discovering who is most likely to leave and why. Brain’s explainable AI makes hyper-personalized insights understandable and easier for advisors to act on. Brain simplifies and automates the creation and maintenance of insights, saving you time and money. -
8
Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
9
Ethic
Ethic
We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars. -
10
Blueleaf
Blueleaf
Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.Starting Price: $195.00/month -
11
Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
12
TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
13
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
14
Third Financial
Third Financial Software
Designed to meet your needs. And exceed your expectations. Gain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform. Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee. Lose the administration overhead and adviser support burden associated with other platform providers. We own and control our technology, and drive the highest levels of automation across the platform. Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business. For wealth businesses utilizing Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client. -
15
M2Advisor
M2Wealth
Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions. -
16
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
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focus:360 adviser
Focus Solutions
focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform, it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products, focus:adviser, focus:client, focus:broker and now:advise, each of which have been designed to support specific distribution channels. focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice, some of our customers have seen first-time case checking success jump from 45% to 100%. At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with. -
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CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
19
First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
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WealthArc
WealthArc
WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship. -
21
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
22
SIMON
SIMON Markets
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository. -
23
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
24
iCapital Network
iCapital Network
Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform. -
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Altruist
Altruist
Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.Starting Price: $1 per month -
26
Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
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Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
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Proteus
Proteus
Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation. -
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WeAdvise
WeAdvise
Highly adaptive to the needs of your business. Independent of banks and asset managers. Immediately ready-to-use. Regulatory compliance combined with a maximum level of IT-security. Digitize your own business model and tap new revenue sources. Increase customer loyalty with state-of-the-art digital offers. Our technology is completely adaptable to the “look & feel” of your own corporate identity. We enable you to promote your own wealth management strategies without losing the interface to the customer. With our modular platform, you decide which investment products you offer. WeAdvise acts independently of banks or product manufacturers. Upon request, we are also able to integrate your preferred partner bank. With the help of our scalable plug-and-play-platform you do not lose time-to-market. We lower development and operating costs compared to an in-house development. -
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VISE
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York. -
31
InvestWell
Excel Net Solutions
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects. -
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Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
33
MoneyWare
Miles Software (EbixCash)
MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services. -
34
Agilis Investment Management
Agile Financial Technologies
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models. -
35
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
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Smartleaf
Smartleaf
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth. -
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Nucoro
Nucoro
We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers. -
38
Global WealthES
Fi-Tek
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device. -
39
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
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WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
41
Linedata AMP
Linedata
Reimagine your operations, transform the way you do business with our Asset management software. Whether you’re an institutional manager or wealth advisor, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Cloud-enabled software, collaborative expertise with integrated data and analytics, and the flexibility of modular design enables better decision-making, streamline processes, and empower scale and innovation. Features like an intuitive trading UI and web-based model management deliver value and drive growth, so you can reimagine your business and respond to any challenge. Linedata‘s highly skilled service professionals deliver results and perform key operational roles within extended teams, offering our clients greater resilience, scalability, and efficiencies.Starting Price: $5000 per month -
42
Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness. -
43
GoDigital
Optimum Financial Solutions
A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund. Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business. You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use. Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients. You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them. -
44
VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
45
ETNA Trader
ETNA Software
Grow business by offering traders innovative software and reducing operating costs at the same time. Deliver convenient trading experience and increase trading volumes. Pay-per-use white label trading platform. Launch a digital advisor within days and focus on your unique value proposition while we take care of all the technology needs of a modern robo-advisor. Client Dashboards, Portfolio Rebalancing, OMS and Back Office. White Label online trading simulator is a perfect educational tool to educate the next generation of online investors. Customize trading rules, control student access and progress with back office portal. ETNA Trader is an all-in-one solution for brokerages focused on self-directed investors and commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure. -
46
StyleADVISOR
Informa Business Intelligence
We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module. -
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SS&C Advent
SS&C Technologies
Our software and services built for asset managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management. Future-proof your business with asset management software and services designed to address the entire investment management process. Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions. -
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FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
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Fusion Advisor
Fusion Advisor
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size. -
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inStream
inStream Solutions
inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.Starting Price: $137.00/month/user
