We evaluated 10 wealth management platforms using a weighted methodology: Portfolio Management (30%), Client Experience (25%), Automation (20%), Compliance (15%), and Reporting (10%).
#1
Mountain View, CA · Enterprise · Founded 2009
Best Data PlatformRIA Favorite
Leading wealth management data and analytics platform, trusted by firms managing over $6 trillion. Best-in-class portfolio reporting.
#2
Omaha, NE · All Segments · Founded 1999
Best All-in-OnePortfolio + Planning
Comprehensive platform combining portfolio management, financial planning, trading, compliance, and client portal. Serves 2,300+ advisory firms.
#3
Windsor, CT · Mid-Market · Founded 2003
Best ReportingClient Portal
Portfolio management and reporting known for best-in-class client-facing reports. Strong data aggregation across custodians.
#4
Chicago, IL · All Segments · Founded 1999
Best EcosystemUnified Platform
Largest independent wealth management ecosystem serving 108,000+ advisors. Unified portfolio management, rebalancing, and trading.
#5
Auburn, CA · All Segments · Founded 2011
Best Risk AssessmentClient Alignment
Pioneered the Risk Number for aligning client risk tolerance with portfolio construction. Expanded into growth, trading, and compliance.
Also ranked
#6 Morningstar Direct — Best investment research
7.7
#7 eMoney Advisor — Best financial planning
7.4
#8 MoneyGuidePro — Best goal-based planning
7.2
#9 Wealthbox — Best advisor CRM
7.0
#10 Redtail — Best affordable advisor CRM
6.8