Best Wealth Management Software of 2024

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

Access our financial simulation engine via flexible APIs to quickly build innovative, reliable and secure wealth experiences. This engine is already powering wealth services at a variety of financial institutions. OutRank enables seamless financial decision-making using simulations of customers' personal balance sheets. Your financial advisors and customers can use the holistic customer journey to help them consider all aspects of their personal finances over a lifetime, while making financial decisions. OutRank API allows pensions providers to create the next-generation pension paths for both accumulators as well as decumulation. It can be used to empower your customers or advisors by providing financial decision-making tools that are seamless, depending on your business model. Our APIs are developed by domain experts who ensure the quality of the underlying models.

Aladdin Wealth™, a market-leading platform, is transforming wealth management. We are using the same portfolio and risk analysis technology that BlackRock and other sophisticated institutions worldwide to transform wealth businesses and change how advisors interact with individual investors. With comprehensive and insightful data, you can stay on top of your business and identify trends so that you can manage effectively. A holistic approach to client engagements helps you simplify complex client needs. Each client is unique so we can personalize portfolios to suit their needs. Using powerful tools to engage clients, and help them reach their goals, you can accelerate and scale your business. It is crucial to understand what's going on in your company quickly and thoroughly. Aladdin Wealth™, analytics that covers all your businesses, locations and functions, is available to you.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Portfolio management solutions that support multiple asset classes, multicurrency portfolios, global fund structures, and complex global funds allow you to stay competitive and current. Geneva was designed for operational scalability. It removes operational barriers to support new lines of business. A core portfolio management solution that removes operational barriers will help you grow your business. You can leverage Geneva at a scale that suits your business and budget. This is possible by combining cloud delivery, software, and co-sourcing. Geneva provides real-time portfolio management, accounting, investor accounting and reporting, whether it is locally deployed or cloud-delivered. Geneva World Investor combines portfolio management and investor accounting into one platform. Geneva was designed for operational scalability. It removes operational barriers to support new business lines. Portfolio management, accounting & reporting.

The use of exception-based and workflow capabilities allows for fundamental improvements in the efficiency of fund operations. Users can improve their efficiency and service quality while still meeting tight distribution deadlines and NAV. Flexible, real-time investment accounting engine that integrates Accounting Book of Records and Investment Book of Records views. This allows users to support and provide services to the back-offices, including multiple valuations and NAVs. Access customizable reports in multiple formats to speed up investigation and respond quickly to client requests and changes in regulatory requirements. Clients can launch new products or enter new markets by consolidating legacy systems. Instead of delivering multi-asset, multijurisdiction support across a wide variety of fund structures, fund requirements, and on a single global platform, you can provide multi-asset, multiple-jurisdiction support.

You need to be a leader in a competitive and complex investment environment. Technology can help you win. Advent Portfolio Exchange (APX), the world's best integrated client relationship management and portfolio manager solution, is now available. APX is part of the powerful Advent Portfolio Suite and connects your entire organization - front, back, and middle - all from one platform. Customized delivery (locally or cloud-delivered with outsourced services). GIPS compliance support through composite management. APX allows you to manage almost all asset types from one technology platform. It can handle standard investment products like equities and fixed income, mutual funds as well as FX, FX, derivatives, and alternative investments such as private equity. This reduces manual workarounds and improves accuracy. It also provides a timely, comprehensive view on portfolios, strategies and cash.

The world of wealth management is complicated and demanding. From client relationships to compliance to reporting to rebalancing the portfolio, there are many things to consider. The Black Diamond®, Wealth Platform allows you to spend the time that you need to help your clients navigate their entire wealth journey. It's easy to provide a modern, sophisticated client experience with intuitive dashboards, robust functionality and smart integrations. Access a configurable portfolio dashboard to give clients a personalized, on-demand view of performance, projected income and allocations. You can also provide a summary of activity summary and activity summary. Two-way, secure document vault makes it easy to send, store, and audit files (such as custodial statement) in one place. Outside account aggregation allows you to review net worth information, and create detailed balance sheet reports.

Every industry has brands that are constantly looking to innovate and be more central to our lives. We help financial institutions enhance their customer experience by sourcing third-party service providers. additiv empowers consumer brands to enhance customer value propositions and grow revenues with seamless and highly-contextualized financial experiences. Additiv is the glue that connects you to all the underlying capabilities required to provide seamless and contextually rich financial experiences. Everything you need to orchestrate financial services. Technology, open ecosystem, expertise and legal framework. Ongoing support. You will be a strategic partner throughout the orchestration process, including from the definition of your business model to its execution. You receive fully-fledged, ready to run, end-to–end financial experiences that are seamless and contextualized.

Wealth in a Box, an agile platform that integrates front, middle and back-office technology solutions, streamlines wealth management and reduces costs. The platform's five-layer architecture makes it ideal for managers looking for innovative but sophisticated wealth technology solutions that will help them deliver exceptional service to UHNWI and HNWI clients.

Our unified digital platform for wealth management will improve automation and advisor efficiency. Deliver a more connected experience in digital wealth management. We'll help you find the best solution for your main challenge. Your advisors will enjoy a unified and complete digital wealth management experience. We provide a complete and unified platform to manage digital wealth. Manage the wealth needs for all advisors and customers across all lines of businesses, from investments to banks to insurance, using a comprehensive platform integrated with your existing technology footprint. Data that is inconsistent and disconnected cannot be used to make decisions or produce results. We use a proprietary approach in order to simplify and unify data. Our intuitive applications accelerate your time to market, enabling you to make smarter and faster decisions. We combine our wealth management expertise with enterprise software to deliver innovative solutions tailored for your business.

Our compliant, holistic financial planning software allows you to make credible plans for your customers' future based on an in-depth understanding of their current situation. The intuitive user interface guides the collection of income, expenses, assets, and liabilities in one place. You can cover all variables with retirement and insurance needs projections. Save time by accepting, rejecting or modifying platform-generated recommendations. Use the regularly updated assumptions or customized assumptions to align your firm's policy. Our report templates are customizable to meet the needs of your clients. Add personalized, detailed content to each section of the report.

Equisoft/analyze is a comprehensive tool for advisors that allows them to analyze their clients' wealth and allocate assets. Our proprietary 4-step approach aligns recommendations to investors' risk profiles. Over 20 different institutional-grade analytics metrics can be used to address suitability and know-your-product guidelines. Analytics are based on reliable third-party providers of data (and your own custom data feed), and can include mutual fund, ETFs and SMAs. They can also include stocks, segregated accounts, variable annuities, and segregated funds. Analysis variables include account inflows/outflows and distributions reinvestment. Rebalancing thresholds and account tax status are also included. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate critical illness, disability, and life insurance assessment using guided workflows.

EY Nexus for Wealth and Asset Management (WAM) is a business-transformation platform that accelerates innovations, unlocks value within ecosystems and powers frictionless experiences for customers. It helps you to push the boundaries of your new ideas and services quicker in order to meet customer needs. EY Nexus is a suite of technology components which are easy to build and adapt. These components integrate seamlessly into existing systems to meet key customer needs. You can also use the EY Nexus platform to evolve your products and service. It is a flexible, cloud-ready framework that has ready-to-use technology assets within a curated ecosystem of partners. Financial advisors have access to a dashboard that is updated near real-time and can quickly determine when clients are not meeting their personal investment goals. They can then adjust their portfolios accordingly.

We provide wealth managers and clients with powerful, secure, and affordable wealth management software. This software is fit for the next generation. Explore a suite of tools designed to transform complex tasks into intuitive interactions, allowing you to take every interaction as a step toward financial brilliance. Performativ helps clients in the entire wealth management industry. Performativ offers a comprehensive wealth management solution that is front-to back and has robust technology capabilities. Performativ integrates seamlessly with custodians, reducing costs and increasing efficiency. Performativ's intuitive portfolio management saves time by simplifying the management of a large clientele. Advisors can create customized reports to meet their specific needs, improving communication and satisfaction with their clients.

Our modular architecture and unified api provides all the building block to quickly assemble, test, and deploy your digital wealth product. We offer scale and resilience to firms of all sizes, with integrations opening up new distribution channels. We reduce costs for service, maintenance and change management, allowing you to spend more money on client acquisition. We help you meet the changing needs of a multigenerational clientbook through product expansion and omnichannel servicing. We plan to offer a feature set that is extensive, coupled with pre-built connectivity to a market of specialist service providers. This will allow wealth managers to do even more on a single platform.

Create unique digital experiences based on real-time financial insights and data. Access a write once read many data feed for all major custodians and leverage plug-and play white-labeled functionality for billing, reporting, etc. Create new distribution channels to unlock the true growth potential of your firm. Streamline your back-office operations through automated reporting and simple fee billing. BridgeFT's WealthTech API is the only multi-custodial, API-first platform that was built by developers for developers. It streamlines development and keeps up with the latest technologies. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial assets held away and 3rd party data aggregation.

In today's dynamic, fast-paced business world, you need a flexible and efficient advisory. Thomson ONE Wealth provides a complete front to back-office workflow solution, allowing firms to scale and adjust with ease and agility. Keep up-to-date with market developments so that you can quickly assess any impact an unexpected event may have on your book of clients. LSEG's content is unmatched in its depth and breadth, allowing you to create simple talking points and discover patterns. Use the wealth tools to develop winning investment proposals or the book management and customer reporting tools to find insights and strengthen existing relations. Thomson ONE Anywhere allows you to stay connected on the move and on top of market trends. Thomson ONE allows firms to combine client data, market information and their own applications in order to unify workflow.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.

TCS BaNCS Digital, an enterprise-wide solution, gives your bank customers the freedom and convenience to manage their finances from anywhere. The solution is easily deployable and scalable and can be used for retail and corporate banking (focused on SMBs), securities trading, and wealth management. TCS BaNCS Digital offers a variety of apps for consumers and enterprises, as well as real-time analytics and social media. The solution is based upon a hybrid architecture and responsive website design. To meet the specific needs of financial institutions during their digital transformation.

Better reporting, billing and invoicing, trading and balance, client engagement, financial data processing, and business intelligence for wealth managers. Blueleaf is a combination of communication, automation, and reporting technologies that creates a system that is powerful yet simple to use. You will get simple, customizable insights that will impress on both the assets and business you manage. Develop relationships with prospects and clients and communicate important information in a way that everyone understands. Automated delivery, billing, and account maintenance can help you save time and increase efficiency.

Total Bank Solutions combines industry knowledge, superior business processes, and proprietary technology to provide flexible wealth management solutions. Cash investors have the option to receive extended FDIC insurance. Participating banks also have a stable, diversified, and cost-effective source of deposit funding. It supports reciprocal deposits being placed as part of a single integrated deposit sweep solution. TBS is a leader in insured deposit programs, with more than $80 billion in assets under administration (AUA). TBS Loan Management System (TBS) is an end to-end, securities-based lending platform that connects banks and intermediaries with excess lending capacity to their clients. Advisors and banks now have the ability to offer competitively priced lines of credit that are securities-based. These lines of credit offer lower rates and tax incentives than home equity loans.

SS&C's Global Wealth Platform, a cloud-based, comprehensive solution, allows you to manage all aspects of your investment process on a single platform. It also leverages a single database and is available from a single provider. GWP connects your front, back and middle offices and ensures consistency across all phases of the investment process. GWP eliminates the need to integrate disparate components from different vendors for different processes. Its modular, flexible architecture makes it easy to adapt to specific workflow requirements. GWP was built from the ground up to be a cloud-based solution. It lowers overhead, reduces maintenance requirements, and simplifies upgrading.

Summit is intuitive, mobile, and grounded in wealth-psychology. It helps you connect your clients' wealth with their values and purposes. Summit's Abundance Engine, atomic design and purpose-built platform are powered by the Abundance Engine. This aligns the platform with your and your clients' future needs. Summit's AdvisorOS is a serverless platform that is fully API-driven. It responds to your ever-changing practice needs. Summit AdvisorOS is a result of our work with advisors to develop innovative solutions. We are grateful and excited to be able introduce it. We began this journey in the last quarter of 2019 with the goal of building a modern platform that would have a significant positive impact on wealth and to create a company that reflects our vision for the future.