SOFTWARE/FINANCIAL SERVICES/WEALTH MANAGEMENT/BEST WEALTH MANAGEMENT SOFTWARE

Best wealth management software

10 ranked, with a plain verdict on every entry.

VERIFIEDLISTER SCORE · UPDATED REGULARLY

PreciseFP ranks first here for financial advisors and small businesses, and allows advisors to customise forms with their own branding. Nitrogen is built for Financial advisors and firms, and seamlessly integrates with existing software and workflows to streamline operations. eMoney Advisor offers market-leading account aggregation to centralise client data.

RANKENTRYSCORETRENDFROM

PreciseFPHelps meet KYC and regulatory requirements while keeping data secure98.0NEW–

NitrogenEngage clients, win business, and retain fearless investors90.0NEW–

eMoney AdvisorIncludes a client portal for continuous engagement between meetings88.0NEW–

Asset-MapCreates visual reports that simplify complexity and spark meaningful conversations86.0NEW–

AddeparProvides an unmatched data foundation that turns data into a firm-wide AI-ready asset84.0NEW–

AssetBookOffers seamless integrations with CRM and trading software via open APIs84.0NEW–

EnvestnetExtends its capabilities through the acquisition of Vestmark84.0NEW–

BlueleafIntegrates with a wide variety of custodians and financial institutions80.0NEW–

Orion Advisor SolutionsConnects data and workflows via its Denali AI layer80.0NEW–

SS&C AdventDelivers innovative technology across front, middle and back offices76.0NEW–

CURATED · UPDATED REGULARLY

The ranking, in detail

PreciseFP

AI-enabled data gathering built for financial advisors

PreciseFP is financial planning software for advisors. It uses AI to gather client data quickly and accurately.

Best for financial advisors and small businesses

98.0

Nitrogen

Engage clients, win business, and retain fearless investors

Nitrogen is a connected suite of AI advisor products designed to help financial advisors engage clients and win business. It simplifies research, models risk, and provides analytics to impress analytical clients.

Best for Financial advisors and firms

90.0

eMoney Advisor

Everything you need for every stage of advice.

eMoney Advisor provides extensive financial planning solutions for advisors and clients. It empowers users to take action, see impact, and celebrate wins together.

Best for financial advisors

88.0

Asset-Map

Holistic planning across life stages in one powerful visual platform

Asset-Map is visual financial planning software designed for advisors. It simplifies complex data to spark meaningful client conversations.

Best for Financial advisors and firms

86.0

Addepar

Transform wealth operations with data and native AI

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Best for Wealth management firms and fund managers

84.0

AssetBook

Portfolio management and reporting software advisors actually want to use

AssetBook provides a robust portfolio monitoring and reporting system for the financial industry. It helps firms save time while delivering precise reports to demonstrate value.

Best for wealth managers and firms

84.0

Envestnet

Adaptive WealthTech platform for advisors

Envestnet is an adaptive wealthtech platform designed to help advisors deliver financial wellness. It provides innovative technology for the future of wealth management.

84.0

Blueleaf

The complete wealth management platform

Blueleaf is a comprehensive wealth management platform combining reporting, communication, and automation. It offers a powerful yet simple system for firms seeking growth.

Best for firms seeking growth and exceptional delivery

80.0

Orion Advisor Solutions

Run your firm, not just your tech stack.

Orion Advisor Solutions is a wealthtech platform for financial advisors. It unifies CRM, planning, portfolio accounting, trading, compliance, and AI into one system.

Best for independent advisors

80.0

SS&C Advent

Seamless solutions for the modern investment manager

SS&C Advent provides technology and service solutions for investment managers. It helps firms transform processes to maximise operational efficiency.

Best for investment managers

76.0

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Frequently asked questions

Who are these wealth management products built for?

PreciseFP says it is built for financial advisors and small businesses, and Nitrogen and Asset-Map both for Financial advisors and firms. eMoney Advisor says it is built for financial advisors.