Portfolio Management Systems

Solo 401(k) and small business 401(k) administration and custody services allowing self-directed inv... more...

Automated micro-investing platform that rounds up purchases to the nearest dollar and invests the di... more...

Cross-asset, front-to-back treasury and investment management platform providing real-time data insi... more...

Addepar is a global data and AI platform that aggregates financial information across all asset clas... more...

Connected wealth management software providing a unified view of client data across investments, ins... more...

Portfolio management, analysis, and performance reporting platform for wealth managers and private b... more...

Retail investment platform providing access to stocks, mutual funds, bonds, and other investment pro... more...

Stock trading and investment application for retail investors in Indonesia more...

Integrated family office accounting and wealth management platform combining general ledger accounti... more...

Integrated wealth management platform with portfolio management, advisory tools, client engagement, ... more...

Wealth management and portfolio management platform offering alternative investment access, advisor ... more...

Wealth and asset management services for high-net-worth individuals including portfolio management, ... more...

Cryptocurrency staking and yield generation services more...

Comprehensive wealth management platform for financial advisors and asset managers, providing portfo... more...

A comprehensive platform that offers portfolio management, performance reporting, client portal feat... more...

Comprehensive wealth management platform providing portfolio management, performance reporting, acco... more...

Institutional-grade digital asset custody, trading, and portfolio management platform for cryptocurr... more...

Digital wealth management and robo-advisor platform enabling financial advisors to deliver automated... more...

Portfolio management, trading and rebalancing, performance reporting, fee billing, and client commun... more...

Comprehensive wealth management technology platform with client onboarding, portfolio management, tr... more...

Wealth data & analytics platform providing AI-powered portfolio analytics, consolidated wealth data ... more...

Investment platform offering fractional share investing, ETF trading and other investment products f... more...

Core banking platform providing retail banking, corporate banking, wealth management, and digital ba... more...

Integrated broker-dealer and custodian platform providing clearing, settlement, compliance, portfoli... more...

A user-friendly platform that enables families and advisors to manage holistic wealth, track perform... more...

Investment platform for Chime members. more...

An interoperable, cloud-based wealth management platform that unifies portfolio management, CRM, fin... more...

Closed-end investment funds providing access to alternative investments and strategies more...

Client portal with portfolio management, reporting, document sharing, and communication tools. Inclu... more...

Comprehensive wealth management platform that unifies portfolio management, client relationship mana... more...

Portfolio rebalancing and personalization engine that automates complex workflows and significantly ... more...

Category III Alternative Investment Fund (AIF) focused on equity investment strategies. more...

Category II Alternative Investment Fund (AIF) offering diversified alternative investment opportunit... more...

Alternative Investment Fund (AIF) Category I VCF-Angel Fund for sophisticated investors focused on i... more...

Portfolio management, client reporting, order management, risk analysis, and regulatory compliance. ... more...

AMFI and APMI registered distribution services for mutual funds and investment products through Deze... more...

Portfolio management and client relationship platform for financial advisors providing client onboar... more...

AI-powered platform that integrates with wealth managers' and family offices' back-end systems to st... more...

Exchange-traded funds providing diversified exposure across multiple asset classes and strategies... more...

Portfolio management systems with comprehensive investment tracking, performance reporting, client r... more...

FinFolio is a portfolio management software built for investment advisors, wealth managers, and fami... more...

Technology-enabled wealth management platform providing financial advisors with integrated tools for... more...

Digital engagement solution for wealth management and advisory firms providing cobrowsing, video ban... more...

Harris Associates provides investment management and advisory services across multiple asset classes... more...

Wealth management technology platform providing portfolio management, rebalancing, client reporting,... more...

Integrated platform with client relationship management, portfolio management, trading, compliance, ... more...

Robo-advisor and digital wealth management platform enabling automated portfolio management, client ... more...

Embedded wealth management and investment platform for emerging markets more...

Comprehensive wealth management software platform enabling financial advisors to manage client portf... more...

Investment and wealth management services for high-net-worth individuals and institutional clients b... more...

Integrated wealth management platform serving asset managers including mutual funds, alternative inv... more...

A comprehensive portfolio management system (PMS) that unifies asset management data, centralizes cl... more...

Real-time market data, advanced charting, company financials, analyst estimates, screeners, portfoli... more...

Separately managed accounts and customized investment solutions for institutional and individual cli... more...

Mezzi provides portfolio management and wealth management solutions. more...

An AI-powered operating system for investment management combining data integration, portfolio accou... more...

Portfolio management platform with research, reporting, client management, and billing capabilities.... more...

Actively managed mutual funds across developed and emerging market equities, fixed income, asset all... more...

Comprehensive omnichannel digital banking platform serving retail, SME, corporate, and wealth manage... more...

Digital financial planning and wealth management platform with goal-based planning, portfolio constr... more...

Comprehensive wealth management platform providing portfolio management, financial planning, reporti... more...

Core SaaS platform providing integrated solutions for investment advisory, portfolio management, and... more...

Comprehensive portfolio management system with trading tools, portfolio accounting, client billing, ... more...

Behavioral finance platform that profiles investor risk tolerance, financial well-being, and financi... more...

Account aggregation and data synchronization solution for wealth management platforms, enabling secu... more...

Actively managed investment portfolios with data-driven strategies tailored for affluent individuals... more...

Automated portfolio management and rebalancing solutions for wealth management firms. more...

Asset allocation and portfolio construction tool featuring ETF analysis, portfolio modeling, risk an... more...

A portfolio management and reporting platform that delivers ... more...

Pulse is a comprehensive portfolio management, fee billing and performance reporting platform design... more...

Flexible, API-based digital investment advisory platform and robo-advisory engine. more...

Account aggregation across institutions, data cleaning and normalization, portfolio analytics, accou... more...

Portfolio management solution with market data, analytics, client reporting, and compliance tools. O... more...

A portfolio risk analysis and modeling tool that quantifies risk using a proprietary Risk Number met... more...

Automated risk assessments, portfolio analysis, and client engagement features that enable financial... more...

End-to-end wealth management solution with portfolio management, trading, accounting, custody, and f... more...

Complete portfolio management solution with performance reporting, client billing, CRM integration, ... more...

Cloud-native wealth management platform that integrates and aggregates data from multiple sources to... more...

CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth manageme... more...

Automated investment advisory service using algorithm-based portfolio construction and rebalancing f... more...

Digital wealth management platform offering robo-advisory services, automated portfolio management, ... more...

Goal-based automated investment platform that builds, monitors, and rebalances diversified ETF portf... more...

Custodial services for self-directed individual retirement accounts (IRAs), including traditional, R... more...

Cloud-based portfolio tracking and investment management platform that helps individual investors mo... more...

Wealth management platform with AI-powered solutions for CRM, KYC/AML, and portfolio management. Hel... more...

Mobile-first investment platform offering fractional shares, ETF portfolios, and automated investing... more...

Cryptocurrency investment platform providing exposure to digital assets within a managed portfolio f... more...

Direct equities investment platform enabling retail investors to build diversified stock portfolios ... more...

Fee-based investment advisory program offering customized investment portfolio management developed ... more...

Outsourced portfolio management services employing a world-n... more...

Direct investment platform enabling users to buy and manage individual stocks and ETFs. more...

Robo-advisory platform providing automated portfolio management and wealth advisory services for ret... more...

Digital investment platform enabling retail investors to invest in stocks, mutual funds, and other s... more...

Secure wealth management platform providing mobile access for wealth managers, client-facing apps wi... more...

Cloud-based portfolio management and reporting solution designed for wealth managers, investment adv... more...

Digital wealth management and financial planning platform providing automated investment management,... more...

Integrated household-level portfolio management platform aggregating accounts and providing tax-effi... more...

Digital investment and wealth management platform offering portfolio management, investment advisory... more...

Direct mutual fund investment platform with portfolio management and SIP facilities more...

A modular software platform for wealth managers, private banks, and investment advisors. Provides cl... more...

Integrated wealth management platform combining portfolio management, rebalancing, reporting, and cl... more...

Turnkey robo-advisory platform providing automated investment portfolio management and wealth adviso... more...

Portfolio management and investment advisory services for high-net-worth individuals and institution... more...

Private wealth management and advisory services for ultra-high net worth individuals, including port... more...

Research and analytics platform tailored for wealth managers and financial advisors providing market... more...

Investment tracking and analysis application that allows users to monitor and analyze mutual funds, ... more...

Trust administration software combining a specialized CRM with business process management to automa... more...

Automated investment management platform offering algorithmic portfolio construction, tax-loss harve... more...

Robo-advisor service providing automated portfolio management and diversified investment strategies ... more...

Personalized investment management services utilizing WisdomTree strategies and indices. more...

Digital platform offering investments in alternative asset classes including real estate, marine fin... more...

Enterprise wealth management platform that enables advisors and portfolio managers to manage clients... more...