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.
T-REX
Axisoft
Dynamic Planner
$198.30 per monthWealthbot
$99 per monthMorningstar
MoneyGuide
Tonic
Fundamental Portal
$1500/WealthObjects
Fimax AMS
Agile Financial Technologies
Avaloq
TS Imagine
AdvisoryWorld
SS&C Technologies
McKinsey & Company
$25000.00/FACT Software Group
Dasseti
Specitec
AdvisorEngine
InvestCloud
Vestmark
Iress