Portfolio Management Systems

RightCapital

The future of financial planning.

A comprehensive financial planning software that includes investment and portfolio management tools for advisors.

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Asset-Map

Make Better Financial Decisions.

A financial advice and visualization tool that creates a clear, one-page overview of a client's complete financial picture.

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Addepar

The platform for modern investment management.

A wealth management platform specializing in data aggregation, analytics, and reporting for complex, multi-asset class portfolios.

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Clearwater Analytics

The single source for investment truth.

A SaaS platform for automated investment data aggregation, accounting, and reporting for institutions.

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Bloomberg Terminal

The world's most trusted source for real-time and historical financial data, news, and analytics.

An iconic financial data and analytics platform that includes powerful portfolio management and risk analysis tools.

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FactSet

Smarter, faster decisions.

An integrated data and software solution for investment professionals, offering analytics, research, and portfolio management.

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Morningstar Direct

The Global Standard for Investment Analysis.

An institutional research and analysis platform providing extensive data, analytics, and portfolio management tools.

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VestmarkONE

Harmonizing the key functions of wealth management on a single platform.

An integrated platform for wealth management, proposal generation, portfolio construction, trading, and compliance.

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Orion Advisor Solutions

Powering the Future of Advice.

A comprehensive wealthtech platform offering portfolio management, financial planning, and client engagement tools for advisors.

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Envestnet Tamarac

The tools to help you run and grow your business.

A comprehensive, web-based platform for independent RIAs, combining portfolio management, reporting, trading, and CRM.

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Refinitiv Eikon

Your single, trusted source for financial and markets intelligence.

A comprehensive platform providing financial data, news, analytics, and trading tools, including portfolio management capabilities.

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BlackRock Aladdin

Unifies the investment management process through a common data language for a whole portfolio view.

An end-to-end investment management and operations platform used by institutional investors.

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SimCorp Dimension

An integrated, front-to-back investment management platform.

A comprehensive solution for asset managers, pension funds, and insurance companies covering the entire investment lifecycle.

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SS&C Advent Axys

The industry standard for portfolio management and reporting.

A comprehensive portfolio management and reporting software that automates accounting processes for wealth management firms.

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eFront

The leading software solution for managing alternative investments.

A BlackRock solution focused on the entire investment lifecycle for alternative asset classes like private equity and real estate.

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FA Solutions

One Platform for your entire Investment Management business.

A cloud-native SaaS platform for asset and wealth managers, covering front-to-back office operations.

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Broadridge Investment Management Solutions

Technology-enabled solutions for the entire investment management lifecycle.

Offers a modular, multi-asset class platform for order and portfolio management, risk, and data management.

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Croesus Advisor

Simplify complexity. Amplify your value.

An all-in-one, customizable portfolio management system for financial advisors and wealth management firms.

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Masttro

Total Wealth, Perfect Clarity.

An integrated wealth management platform for UHNW families and family offices, providing a consolidated view of all assets.

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Canopy

Your entire portfolio. In one place.

A portfolio aggregation and analytics platform for high-net-worth individuals and wealth managers, based in Singapore.

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Sharesight

The 10,000 foot view of your financial portfolio.

An online portfolio tracker for DIY investors and financial professionals that automatically tracks performance, dividends, and tax.

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Ziggma

The Smartest Portfolio Management & Stock Research Platform.

A portfolio management and stock research platform for individual investors, offering analytics, data, and model portfolios.

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Kubera

The Modern Net Worth Tracker.

A sleek, modern portfolio tracker for monitoring net worth across all asset classes, including crypto and DeFi.

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InvestGlass

The All-in-One Client Management Platform for Financial Professionals.

A Swiss-based, AI-powered platform combining CRM, portfolio management, and automation for financial advisors and banks.

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