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Wealth & Private Banking Software Directory
Financial planning, portfolio management, robo-advisory, trust accounting, and client reporting for wealth managers and private banks.
163 vendors across 3 categories
Financial Planning & Advice
Financial planning software, robo-advisors, goal-based planning, and cash flow analysis.
Acorns Robo-Advisor
Automated investing and financial management platform that helps users save and invest spare change.
Additiv Robo-Advisor
Digital wealth management solution providing automated financial planning and investment advice.
Advicent NaviPlan
Comprehensive financial planning software for detailed client advice and scenario modeling.
Advicent Profiles
Comprehensive financial planning software for goal-based advice and client engagement.
Advizr Goal Planning
Platform enabling holistic, goal-based financial planning with client collaboration and behavioral finance insights.
Aixigo Robo-Advisor
Modular robo-advisor solution offering efficient and regulation-compliant investment advice and financial planning.
Asset-Map
Visual financial planning software that maps a household's full financial picture for advisor-client conversations.
Bambu Robo-Advisor
A digital investment platform providing automated portfolio management and financial advice.
Betterment for Advisors
Digital investment platform offering automated portfolio management for financial advisors.
Cashflow Manager
Simple and easy-to-learn bookkeeping solution for small businesses.
Conquest Planning
Financial planning platform with a deterministic AI engine for auditable, consistent, and verifiable recommendations.
Copilot Money
Budgeting and money tracking app for Apple and web that auto-categorises spending across all accounts.
EV EVPro
End-to-end UK financial planning software pairing risk profiling with cash-flow plans toward client life goals.
Elements
Financial planning platform using Financial Vital Signs to track client financial health and progress.
Ellevest Robo-Advisor
A robo-advisor focused on holistic financial planning tailored to women's unique financial needs.
Emma
London-based money management app that tracks spending, budgets and flags wasteful subscriptions.
Envestnet MoneyGuide
Financial planning software designed to support advisors and clients in wealth management.
FinCalc
UK adviser financial planning software with cash-flow, retirement and inheritance tax modelling tools.
Finametrica (PlanPlus)
Risk profiling and financial planning software for personalized client advice.
Financial Mappers
Goals-based cash-flow modelling software shared between consumers and their advisers or institutions.
Finanzguru
German personal finance app that consolidates accounts and contracts to track income and expenses.
Fincite Robo-Advisor
Modular robo-advisor software for digital wealth management and financial planning.
Lumiant
Client experience and values-based advice platform that helps advisors engage clients around financial goals.
M1 Finance
Automated investing platform offering customizable portfolios and margin loans.
Mint (Intuit)
Aggregates financial accounts to track spending, transactions, and net worth in one place.
Monarch
Personal finance app that consolidates accounts to track spending, budgets and net worth in one place.
MoneyGuidePro
A comprehensive financial planning platform offering interactive, goals-based planning and client engagement tools.
Moneybox Robo-Advisor
Automated investment and savings platform offering ISAs, Lifetime ISAs, and pensions for UK customers.
Moneyfarm
Digital investment platform offering managed portfolios and self-directed investing with tax-efficient accounts.
Moneytree
Advisor financial planning software with account aggregation and interactive what-if cash-flow scenarios.
Morningstar Financial Planning
Connected suite of tools for proposal creation, investment research, and investment planning for financial advisors.
Morningstar Goal-based Planning
A platform designed to support goal-based financial planning and advice.
NaviPlan
Comprehensive financial planning software for detailed client analysis and advice.
Nucoro Robo-Advisor
A UK-based digital wealth platform offering headless robo-advisory and investment capabilities.
Nutmeg
A digital investment platform offering managed portfolios and financial guidance through an intuitive app.
Orion Planning
A platform delivering holistic financial advice and cash flow planning with integrated client collaboration.
Personal Capital Advisor
Digital platform providing personalized financial planning and investment advice with account aggregation.
PocketGuard
Budgeting app that calculates a safe-to-spend amount and helps users track bills and pay down debt.
PocketSmith
Personal finance software that forecasts cash flow far into the future with a calendar-based view.
Prestwood Truth
UK lifelong cash-flow modelling software for professional financial planners, advisers and wealth managers.
ProjectionLab
Modern financial and retirement planning software with cash-flow projections, Monte Carlo and scenario modelling.
Quicken Premier
Personal finance software for managing investments and cash flow.
RightCapital
Easy-to-use financial planning software with tools to simplify planning and enhance client engagement.
Riskalyze Financial Planning
Software platform providing tools for financial advisors to deliver risk-aligned financial planning.
Riskalyze Goal-based Planning
A platform designed to align financial planning with client goals through risk assessment and portfolio analysis.
Scalable Capital
Automated investing and financial planning with professional portfolio management and integrated cash savings.
Schwab Intelligent Portfolios
Automated investing platform that builds, monitors, and rebalances diversified portfolios based on your goals.
SigFig
Intelligent, tax-efficient, and diversified portfolio management tailored to individual goals.
Snap Projections
Canadian financial planning software for advisors covering cash-flow, retirement and decumulation planning.
Stash
A personalized investing platform offering automated portfolio management and financial advice.
Vanguard Digital Advisor
Automated investment tool providing personalized portfolio management and financial planning.
Wealth Management Systems (WMS)
Comprehensive financial planning software for wealth management professionals.
Wealth Wizards
Digital products providing connected and customizable financial guidance and advice journeys.
Wealthfront
Automated investing and cash management platform offering diversified portfolios and personalized financial planning.
Wealthify Robo-Advisor
Automated investment platform offering managed portfolios and pension consolidation.
Wealthsimple
Smart investing products and dedicated financial planning services to build long-term wealth.
YNAB (You Need A Budget)
Budgeting software that helps users assign every dollar a job to improve financial planning and reduce money stress.
eMoney Advisor
Financial planning software enabling advisors to build plans, engage clients, and improve efficiency.
Portfolio & Wealth Management
Wealth platforms, tax-loss harvesting, rebalancing, and client reporting.
Addepar
Wealth management platform integrating portfolio data and AI to support investment decisions.
Advent Black Diamond
A client reporting solution by Advent for portfolio and wealth management.
Advyzon
Cloud platform combining portfolio management, rebalancing, reporting, CRM and client portals for advisors.
Aleta
Next-generation wealth platform giving family offices a holistic, consolidated overview of multi-asset wealth.
Alphathena
Cloud platform for personalized investing with direct indexing, tax-loss harvesting and tax-efficient transitions.
Altruist
Modern custodian and all-in-one platform for RIAs with built-in trading, rebalancing and tax management.
Aperio Tax-Managed Investing
Custom tax-managed equity portfolios designed to optimize after-tax returns.
Asora
SaaS platform for single and multi-family offices automating data capture and digital wealth reporting.
Avaloq Wealth
Comprehensive and flexible wealth management platform supporting global banking and investment management.
Betterment Tax-Loss Harvesting
Automated tax-loss harvesting and asset location technology to help reduce your tax burden and improve after-tax returns.
BridgeFT
API-first wealthtech infrastructure delivering trade-ready, multi-custodial data for portfolio applications.
Broadridge Client Reporting
Comprehensive client reporting solutions for wealth management firms.
Broadridge Portfolio Management
Comprehensive portfolio management solutions for wealth advisors and private banking.
Broadridge Wealth Management
Comprehensive front-to-back wealth management platform with modular, open architecture solutions.
Comarch Wealth Management
Comarch Wealth Management provides a comprehensive platform for portfolio and wealth management in private banking.
Croesus
Canadian wealth management suite with portfolio management, rebalancing and APIs used widely by investment professionals.
Dorsum Wealth Platform
Comprehensive wealth management platform offering digital client services and portfolio management for financial institutions.
Envestnet
Integrated technology platform delivering portfolio and wealth management solutions for financial advisors and institutions.
Envestnet Tax Overlay
Tax overlay strategies designed to optimize portfolio tax efficiency and enhance after-tax returns.
Eton Solutions AtlasFive
Integrated family office platform spanning data aggregation, accounting, portfolio management and client reporting.
FA Solutions
Investment and wealth management platform covering portfolio management, rebalancing, reporting and compliance.
Fidelity Personalized Planning Tax
A robo advisor offering automated portfolio management with tax-loss harvesting for taxable accounts.
Fidelity WealthCentral
A platform for wealth management technology by Fidelity.
Finantix Wealth Platform
A modular platform delivering digital wealth management and client lifecycle solutions.
Frec
Direct-to-consumer direct indexing platform offering low-cost, tax-aware investing with automated tax-loss harvesting.
GeoWealth
TAMP and portfolio platform for RIAs offering model portfolios, UMAs and integrated back-office services.
Hemonto
Independent consolidated wealth reporting across asset managers, banks and asset classes for affluent clients.
InvestCloud
Cloud-based platform providing portfolio and wealth management solutions for private banking.
Iress Xplan Wealth
A comprehensive wealth management platform designed for financial advice and portfolio management.
Kwanti Portfolio Analytics
Portfolio analytics platform delivering stress testing, proposal generation, and risk profiling for advisors.
Landytech Sesame
Investment reporting platform consolidating data and analytics across every asset class and structure.
Masttro
Wealth platform consolidating and reporting on complex multi-asset wealth across borders, currencies and structures.
Objectway Portfolio Management
A holistic closed-loop portfolio management solution with integrated investment strategy execution.
Objectway Wealth
Comprehensive wealth management platform supporting trade processing, settlement, and custody operations.
Orion Advisor Tech
Unified platform for advisors to manage portfolios, operations, and client relationships.
Parametric Tax Management
Active tax management using systematic, risk-controlled strategies to optimize after-tax portfolio returns.
Pershing NetX360
A comprehensive wealth management platform for portfolio and client management.
Practifi
A configurable business management platform designed for wealth management firms.
Praemium
Australian investment platform for complex and high-net-worth portfolios with managed accounts and reporting.
Private Wealth Systems
Portfolio management and reporting platform delivering transaction-level accuracy across all asset classes for UHNW.
Profile Software
Financial software provider offering investment and wealth management solutions with portfolio management and rebalancing.
Prometeia Wealth Management
Modular front office platform providing advanced, compliant wealth management and advisory services.
Quantinno
Tax-optimized managed account solutions using long/short strategies to enhance after-tax wealth for sophisticated investors.
Rebalance IQ
Wealth rebalancing solutions for portfolio and wealth management.
Riskalyze Autopilot
Automated portfolio rebalancing and risk alignment for financial advisors.
SEI Wealth Platform
Enterprise platform solutions and outsourced operations for wealth management.
SS&C Advent Black Diamond
A platform for portfolio and wealth management solutions.
Skience
Data-driven client reporting and analytics solutions for wealth management firms.
Smartleaf
Automated portfolio management and tax-loss harvesting solutions for wealth managers.
Tamarac Portfolio Management
Comprehensive portfolio management software for wealth advisors and private banks.
Tamarac Rebalancing
Automated portfolio rebalancing solution designed for wealth management firms.
Tamarac by Envestnet
Integrated portfolio management software with tax-loss harvesting capabilities for wealth advisors.
Temenos Wealth
Comprehensive wealth management platform for private banking and portfolio management.
Vise
AI-driven investment management platform that personalizes portfolios and automates tax-loss harvesting for advisors.
WIZE by TeamWork
All-in-one Swiss wealth and asset management platform with integrated reporting, consolidation and portfolio tools.
WealthArc
Data-driven SaaS wealth platform for independent managers and private banks with custodian API integration.
d1g1t
Enterprise wealth management platform powered by an institutional-grade performance and risk engine.
iRebal by TD Ameritrade
A portfolio rebalancing solution designed for wealth management advisors.
Trust & Estate
Trust accounting, estate planning, and fiduciary accounting systems.
Accutech Systems
Provides fiduciary accounting and trust management software solutions for wealth management firms.
Aderant Fiduciary Accounting
Comprehensive fiduciary accounting and trust management software solutions.
Arken.legal
Cloud estate-planning document drafting software for will writers, law firms and advisers.
Beyond Counsel
Estate-planning drafting and workflow software for solo and small law firms.
Brentmark Estate Planning
Comprehensive estate planning services tailored for private wealth management.
Broadridge Trust Accounting
Comprehensive trust accounting solutions for wealth management and fiduciary services.
Connectworks
Cloud entity and trust management platform for accounting firms and fiduciary providers.
Emergent WindUp
Canadian estate accounting and tax software for executor and court-passing statements of account.
EncorEstate Plans
Estate-planning document creation built for financial advisors and their clients.
EstateWorks
Estate settlement and planning case-management software for trust and estate professionals.
Estateably
Digital platform for managing and settling estates efficiently.
Exhibit One TotalTrust
Fiduciary and court accounting software for attorneys, accountants and fiduciaries.
FASTER Systems
Hosted fiduciary accounting software producing court accountings and fiduciary tax returns.
FIS Trust Plus
Trust accounting software designed for wealth management and private banking sectors.
FiServ Trust Solutions
Comprehensive trust and wealth management solutions for financial institutions.
Fiduciary Exchange (FIDx)
A platform facilitating secure and efficient trust accounting and fiduciary services.
Fiduciary Vision
Comprehensive trust accounting software designed for fiduciaries and trust professionals.
FiduciaryVault
Cloud-based fiduciary accounting software for trust and estate professionals.
Gavel
No-code legal document automation platform covering estate planning and other practice areas.
Gillett GEMAcct
Fiduciary accounting software producing trust and estate accountings to national standards.
HWA International
Trust and fund accounting software for banks, trust companies and specialized fiduciary offices.
Infovisa MAUI
Trust accounting and portfolio management platform with client reporting and online access.
Innotrust
Comprehensive trust accounting software designed for private banks and wealth managers.
InterActive Legal
Document-drafting system for complex estate, trust and elder-law planning with legal commentary.
Isokon
UK probate and estate-administration software with an established fiduciary accounting engine.
Lawgic Estate Planning
Comprehensive estate planning software for legal professionals and financial advisors.
Lawson Trust Accounting
Enterprise software solution for fiduciary accounting and trust management.
Leimberg & LeClair EstateView
Digital subscription service providing timely analysis and resources for estate planning professionals.
NumberCruncher Estate Planning
Comprehensive estate planning software for wealth management professionals.
Profitstars Trust Accounting
Trust accounting software designed to support fiduciary accounting needs in wealth and private banking.
Quantios
Cloud software for entity management, client accounting and practice management for fiduciary providers.
SEI Trust 3000
Enterprise platform solutions and outsourced operations for trust accounting and administration.
TEdec
Fiduciary accounting software and service bureau for trusts, estates and guardianships.
The Lackner Group 6-in-1
Estate and trust administration software pairing fiduciary accounting with death and income tax forms.
Trust & Will
Online platform providing digital estate planning solutions including wills, trusts, and guardianships.
Vanilla Estate Planning
Simplified digital estate planning solutions for private clients and advisors.
Vega Technology Acumen
Trust and corporate-services administration software for offshore fiduciary providers.
Wealth Transfer Planning (WTP)
Comprehensive software solutions for estate and wealth transfer planning.
WealthCounsel
Cloud-based drafting software and workflow solutions for estate planning attorneys.
WealthHub Solutions
Salesforce-based administration and workflow platform for trust operations and family offices.
Wealthware
Comprehensive fiduciary accounting software for trust and estate management.
WillSuite
Will-writing and estate-planning document software for solicitors, will writers and advisers.
Yourefolio
Estate-planning software for financial advisors with visual planning and document tools.
enSynergy WealthSphere
Trust, corporate-services and family-office administration software with integrated accounting.
thewealthworks Troika
Trust and estate accounting software for UK legal, accountancy and private-client firms.