Finance & Accounting·Standings

Compare Wealth Management Software

Wealth management software helps organize portfolios, financial plans, client access and reporting. Compare the signal score, then check the features and integrations that fit your work.

The board shows a signal score out of 10, plus marks for a public API, open-source code and a free tier. Platform availability and pricing details can help narrow your choices.

• 16 platforms
• 1 with a public API on this page
• Checked 7 Oct 2026

1. #PlatformSignalPlugs inPrice
2. 1
   M

   MoneyGuidemoneyguidepro.com

   Financial planning software helps advisors build plans for clients’ financial futures; pricing is available on request.

   6.3 APIOpenFree —
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3. 2
   F

   FundCountfundcount.com

   Wealth management software available for $14,450 per year.

   5.9 APIOpenFree From $4,000/yr
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4. 3
   R

   RightCapitalrightcapital.com

   Planning software models retirement and tax scenarios; plans start at $149.95 monthly with a 14-day trial.

   5.7 APIOpenFree —
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5. 4
   EA

   eMoney Advisoremoneyadvisor.com

   Financial planning software offers goal-based plans and cash flow analysis; a free trial is available.

   5.6 APIOpenFree —
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6. 5
   AC

   Advisor360° CRMadvisor360.com

   A wealth management CRM organizes client records by household, linking people, accounts and activity.

   5.5 APIOpenFree —
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7. 6
   A

   Advyzonadvyzon.com

   Wealth software reports performance and analyzes allocation across multiple asset types.

   5.5 APIOpenFree —
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8. 7
   A

   Addeparaddepar.com

   Wealth software tracks performance and allocation across multiple asset types, including alternatives.

   5.5 APIOpenFree —
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9. 8
   W

   WealthSpectrumwealthspectrum.com

   Wealth software handles multi-asset accounting, performance, trading checks and client reports.

   5.5 APIOpenFree —
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10. 9
    M

    Masttromasttro.com

    Wealth software reports performance and analyzes allocation across multiple asset types.

    5.3 APIOpenFree —
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11. 10
    SW

    SEI Wealth Platformseic.com

    A wealth platform combines technology, outsourced operations and asset management for firms.

    5.2 APIOpenFree —
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12. 11
    TW

    Temenos Wealth Front Officetemenos.com

    Wealth software tracks several asset types and reports portfolio results, investment mix and risk.

    5.2 APIOpenFree —
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13. 12
    FP

    FNZ Portfolio Managerfnz.com

    Portfolio software supports multi-asset strategies, monitoring, compliance checks and reporting.

    5.0 APIOpenFree —
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14. 13
    CA

    Croesus Advisorcroesus.com

    Web-based wealth software reports portfolio performance and analyzes asset allocation.

    5.0 APIOpenFree —
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15. 14
    OA

    Orion Advisor Technologyorion.com

    Advisor software includes planning, proposals, compliance workflows, a client portal and document storage.

    4.3 APIOpenFree —
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16. 15
    WD

    Wealth Dynamixwealth-dynamix.com

    Wealth software includes portfolio management, planning, reporting and a client portal.

    4.3 APIOpenFree —
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17. 16
    P

    Praemiumpraemium.com

    Web-based software combines portfolio management, reporting, a client portal and custodian integrations.

    4.1 APIOpenFree —
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Places #1, #2, #3, #4, #5 on this board are open to sponsors. Take #1 · Other ways to advertise

How to choose

Does it cover portfolio management and financial planning?

The board compares these capabilities alongside portfolio reporting.

Does it include a client portal and mobile access?

Look for a client portal if clients need a place to access information. Compare mobile access too, and confirm the supported platform fits how your team and clients work.

Will it connect to your custodians?

Compare custodian integrations before choosing. The board tracks this alongside portfolio management and reporting, so you can check whether a tool supports the connections your workflow needs.

Which platforms does it need to run on?

Check the listed platform marks for web, iOS, Android, Windows, API or self-hosted availability. For instance, Orion Advisor Technology lists web, iOS and Android, while Praemium lists web.

Can I try it free, and how is it priced?

The list has no free-plan entries, though three tools offer a free trial. Check the individual pricing details: RightCapital lists a 14-day trial and a starting price of $149.95 per month, while eMoney Advisor lists pricing on request.

Questions

What does wealth management software do?

It supports work such as portfolio management, financial planning, client portals and portfolio reporting. Compare listed features and integrations to your needs.

Which features should I compare in wealth management software?

Compare portfolio management, financial planning, client portal, portfolio reporting, custodian integrations and mobile access.

Does wealth management software have free plans?

No tools on this list have a free plan. Three list a free trial; check a product’s pricing details for terms.

Can I use wealth management software on my phone?

The list tracks mobile access and platform availability, including iOS and Android. Check the individual tool’s platform marks.

How much does wealth management software cost?

Prices vary. For example, Orion Advisor Technology lists a starting price of $13,000 per year, and MoneyGuide lists pricing on request.

Some top positions on this board can be paid placements, standing where they were sold. The facts on each platform are not for sale. How we rank · Disclosure