Top Wealth Management Software - 2025
Updated on: 20th April 2025
1. FIS Wealth and Retirement
Empowering Clients to Drive New Growth
Wealth Management Software
N/A
N/A
Other Category
- Wealth Management Software
Features
- Attendance Tracking
- Client Portal
- Data Import/Export
- Financial Planning
- Purchase Management
- Loyalty Program
- Portfolio Management
- Patient Records
Platforms
- Cloud Hosted
- Web-based
2. Sage Intacct
The Leader in Accounting and Financial Management Software.
Wealth Management Software
30 Days
N/A
Other Category
- Accounting Software
- Accounts Payable Software
- Accounts Receivable Software
- Church Accounting Software
- Financial Planning Software
- Fixed Asset Management Software
- Purchasing Software
- Time and Expense Software
- Wealth Management Software
Features
- Accounts Payable
- Bank Reconciliation
- Booking Management
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Fund Accounting
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Investment Management
- Risk Management
- Tax Management
- Audit Trails
- Compliance Management
- Invoice Processing
- Purchase Order
- Request & Quote
- Requisition Management
- Sourcing Management
- Spend Dashboard
- Spend Management
- Asset Accounting
- Asset Tracking
- Audit Trail
- Depreciation Calculation
- Document Management
- Purchase & Requisitions
- Reporting & Analysis
- Warranty Management
- Approval Management
- Automation
- Expense Management
- Invoicing
- Payment Management
- PO Reconciliation
- Reporting & Analysis
- Vendor Management
- Tax Calculation
- Audit Trails
- Account Security
- Billing & Invoicing
- Collections Management
- Dashboard
- Predictive Analysis
- Receivables Ledger
- Recurring Billing
- Streamlined Payments
- Activity Tracking
- Billing & Invoicing
- Expense Tracking
- Project Accounting
- Project Tracking
- Operations Management
- Resource Planning
- Time Tracking
- Workflow & Approvals
- Accounts Payable
- Accounts Receivable
- Asset Tracking
- Budgeting/Forecasting
- Fund Accounting
- Payroll Management
Platforms
- Cloud Hosted
- Web-based
- Windows
3. DocuSign
Get to "yes" faster.
Wealth Management Software
30 Days
$10
Other Category
- Digital Signature Software
- Wealth Management Software
Features
- Asset Reporting
- Data Import/Export
- Loyalty Program
- Portfolio Management
- Patient Records
- Grant Award
- Dashboard
- Hire Portal
- Multi-Party Signing
- Payments & Transfers
- Reports & Labels
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
4. 4Degrees
Intelligent relationship management for deal-driven teams
Wealth Management Software
N/A
N/A
Other Category
- Investment Management Software
- Wealth Management Software
Features
- Accounting Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Portfolio Management
- Reporting
- Accounting Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
5. Oranj
The first free wealth management platform for financial advisors.
Wealth Management Software
Available
Free
Other Category
- Wealth Management Software
Features
- Attendance Tracking
- Asset Reporting
- Online Application
- Data Import/Export
- Financial Planning
- Loyalty Program
- Portfolio Management
- Patient Records
Platforms
- Cloud Hosted
- Web-based
6. Addepar
Get a clearer financial picture—at every level.
Wealth Management Software
N/A
N/A
Other Category
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Order Fulfillment
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patch Scanning
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
- Linux
7. NaviPlan
Comprehensive financial planning.
Wealth Management Software
N/A
N/A
Other Category
- Financial Planning Software
- Investment Management Software
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Data Import/Export
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Consolidation/Roll-Up
- Expenditure Tracking
- Investment Management
- Risk Management
- Client Portal
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
8. Black Diamond
Where advisors and clients connect.
Wealth Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Portfolio Accounting
- Portfolio Rebalancing
- Contact Management
- Investor Accounting
- Investor Reporting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
9. Troika
Wealth management software designed for you.
Wealth Management Software
N/A
N/A
Other Category
- Wealth Management Software
Features
- Client Portal
- Online Application
- Data Import/Export
- Order Fulfillment
- Loyalty Program
- Portfolio Management
- Patch Scanning
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
10. Personal Capital
Get To Know Your Money.
Wealth Management Software
Available
Free
Other Category
- Financial Planning Software
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
11. Acorns
Helps you save & invest
Wealth Management Software
N/A
$1
Other Category
- Investment Management Software
- Wealth Management Software
Features
- Accounting Management
- Asset Management
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Accounting Management
- Client Portal
- Data Import/Export
- Financial Planning
- Fund Management
- Investment Tracking
- Performance Measurement
- Portfolio Management
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
12. Planview Enterprise One
Translate strategy into results.
Wealth Management Software
N/A
N/A
Other Category
- Wealth Management Software
Features
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Order Fulfillment
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patch Scanning
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
13. Morningstar Advisor Workstation
Expand Your Potential for Growth
Wealth Management Software
N/A
N/A
Other Category
- Investment Management Software
- Wealth Management Software
Features
- Accounting Management
- Asset Management
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
Platforms
- Cloud Hosted
- iPhone/iPad
- Android
- Windows
- Mac
14. Advisor Engine
We drive growth.
Wealth Management Software
N/A
N/A
Other Category
- Wealth Management Software
Features
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Portfolio Management
- Patch Scanning
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
15. wealthbot
An automated financial advisor platform you can trust & customize!
Wealth Management Software
Available
Free
Other Category
- Wealth Management Software
Features
- Attendance Tracking
- Client Portal
- Online Application
- Data Import/Export
- Investment Tracking
- Loyalty Program
- Portfolio Management
- Patient Records
Platforms
- Cloud Hosted
- Web-based
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16. Elysys Wealth
Boost your wealth management with the Microsoft Dynamics 365 Business Central leading edge
Wealth Management Software
Available
N/A
Other Category
- Wealth Management Software
Features
- Asset Reporting
- Online Application
- Data Import/Export
- Financial Planning
- Purchase Management
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patient Records
Platforms
- Cloud Hosted
- On Premises
- Web-based
17. Eze OMS
Portfolio Management
Wealth Management Software
N/A
N/A
Other Category
- Hedge Fund Software
- Stock Portfolio Management Software
- Wealth Management Software
Features
- Client Portal
- Data Import/Export
- Financial Planning
- Portfolio Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Compliance Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
18. FinFolio
Wealth management Simplified.
Wealth Management Software
N/A
N/A
Other Category
- Investment Management Software
- Stock Portfolio Management Software
- Wealth Management Software
Features
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
19. inStream
Better Financial Planning. Better Wealth Management.
Wealth Management Software
30 Days
$149
Other Category
- Investment Management Software
- Stock Portfolio Management Software
- Wealth Management Software
Features
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
- Asset Management
- Benchmarking
- Client Portal
- Investment Tracking
- Modeling & Simulation
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Portfolio Accounting
- Portfolio Rebalancing
- Tax Management
- Technical Analysis
Platforms
- Cloud Hosted
- Web-based
- Windows
- Mac
20. Salesforce Financial Services
Unify the financial services experience and unlock loyalty with Financial Services Cloud.
Wealth Management Software
30 Days
N/A
Other Category
- Financial Planning Software
- Wealth Management Software
Features
- Attendance Tracking
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patient Records
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
- Tax Management
Platforms
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux