Wealth Management

Canadian digital wealth manager offering advisory services for retail and business clients.

Wealthtech platform for financial advisors with portfolio accounting, reporting, trading, compliance, and client experi...

Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.

COMPLY-owned compliance platform for RIAs with GIPS, advertising, and cybersecurity tools.

Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comp...

Turnkey asset management program from Orion for RIAs offering model marketplace and trading.

Technology platform for advisors covering portfolio accounting, planning, and trading.

Turnkey asset management program and portfolio management platform for independent RIAs.

Southeast Asian digital wealth manager offering corporate cash management and employee benefits.

Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.

UK wealth management platform offering modular digital tools for asset managers and private banks.

Performance reporting and portfolio management platform from SS&C tailored to wealth advisors and family offices.

Australian corporate advisory platform serving ASX companies with capital advisory services.

Retirement income planning and Social Security optimization software for advisors.

Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.

Prosper's advisor technology and wealth platform for RIAs with portfolio management.

Nitrogen's retirement planning and Social Security optimization tools integrated with Risk Number.

Indian investment platform offering mutual funds, stocks, and US equities with business account features for Indian HNI...

Addepar's AI features for wealth management providing insights and analytics for advisors.

Japanese robo-advisor platform offering automated investment for retail clients with partner programs.

Macroeconomic data platform for economists and investors with time series and chart builder.

Real-time news, data, and analytics platform for traders and investors with squawk and scanners.

Micro-investing and banking app for beginners with fractional shares and Stock-Back debit cards.

Equity research platform with institutional ownership data, short interest, and SEC filings.

Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and over...

Indian micro-savings and gold investment app helping consumers and corporate employees save daily in digital gold with...

Wealth management technology platform providing portfolio analytics, reporting, and data aggregation for financial advi...

Japanese robo-advisor platform offering wealth management for individuals and institutions.

Estate planning software for advisors to visualize clients' estates and accelerate planning conversations.

Investment analytics platform for venture capital and private equity with automated portfolio data extraction and bench...

Colombian investment app for retail investors with access to local and global markets.

Risk tolerance and portfolio analytics platform (formerly Riskalyze) helping advisors quantify risk and align portfolio...

Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.

Financial insights platform for retail investors with daily market summaries and investment courses.

Mexican investment app for retail investors with access to US stocks, ETFs, and fractional shares.

European wealth management distribution platform offering mutual fund distribution for banks.

Automated investing platform and cash management with robo-advisor, lending, and high-yield accounts.

Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and fam...

Cloud-based wealth management platform for financial advisors with portfolio reporting, rebalancing, and client engagem...

Indonesian online investment platform offering businesses corporate treasury, stock trading, and mutual fund investment...

European wealth management platform offering investing tools for clients and advisors.

Envestnet's AI capabilities for wealth management intelligence and advisor productivity.

Digital asset servicing and wealth technology from Northern Trust covering custody, accounting, and data solutions.

Swiss digital private bank for mass affluent clients with wealth management and banking services.

Indian thematic investing platform enabling brokers and wealth managers to offer professionally curated stock baskets v...

Betterment's platform for RIAs with trading, rebalancing, and custody for advisor-managed portfolios.

B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.

Global wealth management platform offering technology and administration services for banks.

Thai digital wealth management platform offering corporate investment advisory, mutual fund distribution, and robo-advi...

AI-powered personalization platform for wealth enterprises with client insights and segmentation.

AlphaSense-owned company research platform with financial models and expert transcript library.

Post-trade wealth infrastructure providing mutual fund, alternative investments, and insurance processing services.

Indian super finance app with US stock investing, tax, and wealth management across asset classes.

Investment management and exchange-traded managed fund platform from Morgan Stanley Investment Management.

African digital investment platform offering global investments with B2B products.

Investment portfolio tracking platform for retail and semi-professional investors with real-time data.

Wealth and capital markets technology suite covering advisor workstation, investor communications, and trade processing.

Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.

Indian digital wealth management platform offering corporate treasury, mutual funds, and investment advisory for Indian...

Investment research, analytics, and reporting platform for asset managers and advisors.