Portfolio management software for RIAs
Accounting, performance reporting, rebalancing, trading and tax-aware investing.
Portfolio management vendors
- 55ipJ.P. Morgan Asset Management's tax-smart investing and portfolio engine.
- AddeparData and reporting platform for wealth managers, family offices and institutions.
- AdvisorEngineWealth platform with CRM, onboarding, portfolio management and billing.
- AdvyzonAll-in-one adviser platform for reporting, billing, CRM and rebalancing.
- Black DiamondSS&C Advent's cloud platform for advisor reporting, billing and portfolio management.
- CapitectPerformance reporting, billing and rebalancing platform for advisers.
- d1g1tToronto-based wealth platform with reporting, analytics, billing and rebalancing.
- iRebalSchwab's rule-based portfolio rebalancing and trading tool.
- OrionWealth platform covering portfolio accounting, reporting, trading, CRM and planning.
- PanoramixBilling, performance reporting and rebalancing software for RIAs.
- SmartleafProgrammatic platform for tax-managed rebalancing and direct indexing.
- TamaracEnvestnet's reporting, rebalancing and CRM platform for independent RIAs.
- VestmarkPortfolio management, trading and tax-overlay technology, being bought by Envestnet.