Finance, Accounting & Payments Software · Banking, lending & investing
Wealth Management Software
Software financial advisors use to manage client portfolios, financial plans, reports and compliance records.
Also searched as: portfolio management software · financial advisor software
What it does
- Portfolio tracking
- Financial planning
- Client reports and portals
- Rebalancing
- Compliance records
Who uses it
Financial advisors, RIAs and wealth managers.
Well-known examples
Orion · Envestnet · eMoney Advisor · Black Diamond · Addepar
Buy, build or connect?
Client Portal Development
A secure, branded portal where your clients log in to see project progress, documents, invoices and payments, and message your team.
AI Meeting Notes, Transcription & Summaries
Automatic transcripts, summaries and action items from meetings and calls, delivered to your team and CRM, so people can pay attention instead of taking notes.
AI for Accounting, Bookkeeping & Finance
AI that reads receipts and invoices, categorizes transactions, drafts client emails and prepares reports, so your team spends tax season advising instead of typing.
Related software
Questions about wealth management software
What is wealth management software?
Software financial advisors use to manage client portfolios, financial plans, reports and compliance records.
How is AI changing wealth management software?
AI drafts meeting notes, client summaries and plan explanations, freeing advisors for conversations.
Need wealth management software set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide