Use the comparison tool below to compare the top Wealth Management software on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
M2Wealth
Hyland Software
CREALOGIX
EbixCash
FNZ
BlazePortfolio
TechRules
Croesus
$377 per monthFloodlight Invest
$99 per monthElysys
SEI Family Office Services
Accutech Systems
Macroaxis
Quantifacts
$5000 per monthSS&C Advent
Salesforce
FinFolio
PureFacts Financial Solutions
Investment Metrics
Tindeco Financial Services
HiddenLevers
$300 per user per monthFundamental Software
corfinancial
corfinancial
OneVest