📋 Wealth Management Platforms

Asset-Map

See the whole story.

A financial visualization tool that helps advisors and their clients make better decisions.

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RightCapital

The future of financial planning.

A financial planning software for advisors that is easy to use and helps create customized plans.

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Wealthbox

The CRM for Financial Advisors.

A modern and easy-to-use CRM for financial advisors.

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Addepar

The operating system for our financial world.

A wealth management platform for investment advisors to track and manage client portfolios.

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MoneyGuidePro

Financial Planning for Real Life.

A goal-based financial planning software for advisors.

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Bloomberg Terminal

The world's most trusted source for real-time and historical financial data, news, and analytics.

A comprehensive platform for financial professionals to access data, news, and analytics.

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SS&C Black Diamond Wealth Platform

A leading provider of cloud-based, portfolio management, reporting, and rebalancing solutions.

A comprehensive wealth management platform for RIAs, family offices, and asset managers.

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eMoney Advisor

More time for clients. More ways to plan.

A comprehensive wealth management and financial planning platform.

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Morningstar Direct

The Global Standard for Investment Analysis.

An investment analysis platform for asset managers, advisors, and wealth managers.

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FactSet

Smarter, more flexible solutions for investment professionals.

A global provider of financial data, analytics, and software for investment professionals.

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Orion Advisor Solutions

Powering the Future of Financial Advice.

A comprehensive suite of technology and services for financial advisors.

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BlackRock Aladdin

The operating system for investment managers.

An end-to-end investment management and operations platform from BlackRock.

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Refinitiv Eikon

The ultimate set of tools for financial markets professionals.

A comprehensive platform for financial data, analytics, and news.

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Redtail Technology

The Future of Advisor Technology.

A leading provider of CRM software for financial advisors.

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Tamarac

The Future of Wealth Management.

A comprehensive platform for RIAs that combines portfolio management, reporting, trading, and CRM.

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Charles River Development

A State Street Company.

A provider of an end-to-end investment management platform.

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Envestnet

The Intelligent Financial Life.

A comprehensive suite of wealth management solutions for financial advisors and institutions.

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Temenos

The Banking Cloud.

A leading provider of banking software to financial institutions across the world.

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SimCorp Dimension

The integrated investment management solution.

An integrated, front-to-back investment management solution for institutional investors.

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Avaloq

The Future of Wealth Management.

A provider of digital banking solutions, core banking software, and wealth management technology.

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InvestCloud

The future of client communication, automation, and digital warehousing.

A global company specializing in digital platforms for the financial services industry.

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SEI Wealth Platform

A comprehensive suite of solutions for wealth and asset management.

An end-to-end wealth management platform for private banks and wealth managers.

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