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Wealth Management

Alternatives to Advisor360° CRM

The tools Specifiction weighs against Advisor360° CRM, from its list of wealth management, each with its plans, platforms and spec score.

  1. 01 MoneyGuide

    MoneyGuide suits financial advisors who want to build plans with clients around goals, retirement, taxes, insurance, or other listed planning areas.

    From $10.42/mo Free trial Web · Windows · macOS · iOS
    8.9 Visit Specs
  2. 02 FundCount

    It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

    From $333.33/mo Web · Windows · macOS · Linux
    8.6 Visit Specs
  3. 03 Addepar

    Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.

    Web · iOS · Android · API
    8.2 Visit Specs
  4. 04 eMoney Advisor

    It is built for financial advisors and is also described as serving banks, broker-dealers and registered investment advisors.

    Free trial Web · iOS · Android · API
    8.0 Visit Specs
  5. 05 Advyzon

    Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.

    Web · iOS · Android
    7.8 Visit Specs
  6. 06 RightCapital

    RightCapital suits financial advisors who need retirement and tax planning tools alongside a portal for sharing plans and collaborating with clients.

    From $12.50/mo Free trial Web · iOS · Android
    7.7 Visit Specs
  7. 07 Croesus Advisor
    Web
    7.5 Visit Specs
  8. 08 Masttro

    Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.

    Web · iOS · Android
    7.5 Visit Specs
  9. 09 SEI Wealth Platform
    Web · API
    7.5 Visit Specs
  10. 10 FNZ Portfolio Manager
    7.3 Visit Specs
  11. 11 Temenos Wealth Front Office

    It is intended for financial institutions and wealth-management teams serving clients from ultra-high-net-worth to mass affluent segments.

    Web · API · Self-hosted
    7.2 Visit Specs
  12. 12 WealthSpectrum

    It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting.

    Web · iOS · Android · API
    7.0 Visit Specs
  13. 13 Orion Advisor Technology
    Web · iOS · Android
    5.8 Visit Specs
  14. 14 Praemium
    Web
    5.6 Visit Specs
  15. 15 Wealth Dynamix
    Web · iOS · Android
    5.5 Visit Specs

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