Wealth Utilities Software
348 tools analyzed across 8,618 RIA firms. 7.7% category penetration in our dataset.
All Wealth Utilities Products
Sorted by AdoptionRed Oak
Red Oak: Streamlining compliance for financial services.
RIA in a Box
RIA in a Box: Compliance solutions for modern RIAs.
BNA
Real-time financial news and data for informed decisions.
Global Relay
Secure communications archiving and compliance for financial services.
Copytalk
Secure transcription for financial advisors: Capture every detail.
NetDocuments
Secure document management built for the modern RIA.
Wealth.com
Wealth.com: Streamlining wealth management for RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.
ProTracker
ProTracker: Streamlining RIA Operations through CRM.
Equisoft / Analyze
Empowering advisors with data-driven proposal generation.
Advisors Assistant
Advisors Assistant: CRM for streamlined financial advisory operations.
Trust & Will
Modern estate planning solutions for RIAs and their clients.
Docupace
Docupace: Digital Onboarding and Document Management for RIAs.
BillFin
Advisory fee billing, simplified and automated.
Laserfiche
Laserfiche: Automate document management for operational excellence.
Financial DNA
Understand clients better. Improve outcomes. Financial DNA.
FeeMetri(k)s
Simplify rollover compliance. Protect your firm.
Pontera
Unify held-away assets for comprehensive wealth management.
NaviPlan
Comprehensive financial planning software for advisors.
RightSignature
RightSignature: Secure e-Signatures for Streamlined RIA Operations.
Amplify Reviews
Amplify Reviews: Grow your RIA with powerful reviews.
AssetBook
Investment data and analytics platform for modern RIAs.
FinCompliance
Simplify RIA compliance, reduce risk, and improve efficiency.
OWL Analytics
ESG data and analytics for responsible investing.
RiXtrema
Stress testing and portfolio analytics for smarter RIA decisions.
Fiduciary Genius
Smart financial planning, always putting clients first.
MessageWatcher
Comprehensive communication archiving and compliance for financial services.
Planner CS
Advanced tax planning for smarter financial decisions.
CharityVest
CharityVest: Integrated charitable giving for modern wealth management.
Equisoft
Equisoft: Powering wealth management and insurance success.
Planswell
Planswell: Powering Advisor Growth Through Lead Generation.
InvestorCOM
Simplify Rollover Compliance. Mitigate Risk. InvestorCOM.
SmartOffice
SmartOffice: CRM for Financial Advisory Excellence.
myStockOptions.com
Expert equity compensation planning resources for RIAs.
PlanProfilers
Win 401(k) business with data-driven proposals.
MSCI Wealth
Portfolio Management and Analytics for Modern Wealth Advisors.
FinFolio
Comprehensive portfolio management software for modern RIAs.
ReplyAssist
AI-powered prospecting and engagement for financial advisors.
SideDrawer
Secure client collaboration for efficient wealth management.
Brentmark
Advanced planning solutions for estate, retirement, and charitable giving.
Compliance Approved
Simplify RIA compliance. Stay ahead of regulations.
Healthpilot
Healthcare and Medicare planning, simplified for RIAs.
BillPro
Advisory Fee Billing: Simplified, Accurate, Compliant.
MirrorWeb
Comprehensive communications archiving for regulatory compliance.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
HealthView Services
Healthcare cost planning for retirement success.
Skience
Skience: Powering wealth management with integrated technology.
ShapingWealth
Understand clients better. Improve financial outcomes.
AdvisorEngine
AdvisorEngine: Unified wealth management for modern advisors.
YourStake
ESG and SRI portfolio analytics and reporting for RIAs.
PortfolioMetrics
Actionable investment data and analytics for smarter portfolios.
La Meer Inc.
Comprehensive compliance solutions for modern RIAs.
MaxiFi
Optimize client finances with advanced planning and analysis.
RegVerse
RegVerse: Streamlining RIA Compliance Operations.
MacroRisk Analytics
Stress testing and risk analytics for resilient portfolios.
Veriday
Digital marketing solutions to grow your RIA practice.
Bento Engine
Bento Engine: Proactive client engagement for RIA growth.
Orion Risk Intelligence
Stress test portfolios and manage risk with confidence.
WealthVoice
Digital marketing solutions to grow your RIA practice.
AdvisorFinder
AdvisorFinder: Connecting advisors with their ideal clients.
ByAllAccounts
Account aggregation and data delivery for modern RIAs.
LegacyShield
Comprehensive legacy planning, simplified for advisors and clients.
Microsoft Dynamics 365
Empowering RIAs with connected CRM and operations.
TaxStatus
TaxStatus: Advanced tax planning for smarter investment strategies.
Trackinsight
ETF data and analytics for smarter investment decisions.
Truelytics
Data-driven insights for wealth management success.
Testimonial IQ
Compliant client testimonials to grow your RIA.
LeadCenter.AI
AI-powered lead generation for modern RIAs.
Jotform
Simplify client data gathering and engagement.
LifeArcPlan
Elevate client engagement with intelligent data gathering.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Flyer
Flyer: Streamlining Trading & Rebalancing for RIAs.
Zapier
Automate workflows and connect your wealthtech stack.
FeeOnlyNetwork
Advisor lead generation for fee-only financial planners.
Human Interest
Modern 401(k) plans for growing businesses and their employees.
Pageport
Grow your RIA with powerful digital marketing.
ShellBlack
ShellBlack: Streamlining RIA operations through powerful CRM.
Veralytic
Insurance Intelligence for Smarter Financial Planning.
ComparisonAdviser
Generate leads and grow your RIA with competitive insights.
BizEquity
Business valuation software for advisors and their clients.
Powerlytics
Data-driven prospecting for RIAs.
Capitect
Smarter portfolio management for modern RIAs.
CurrentClient
Secure communications archiving for regulatory compliance.
LifeSite
LifeSite: Secure legacy planning for advisors and clients.
OnceHub
Effortless scheduling for enhanced client engagement.
SS&C Advent
SS&C Advent: Powering Portfolio Management Excellence.
Copia
Elevate client engagement with Copia's secure portal.
Plan for Advisors
Comprehensive financial planning software for modern advisors.
SmartRIA
SmartRIA: Compliance management, simplified for RIAs.
Wealthscape
Wealthscape: Streamlining Investment Management for RIAs.
Boosted.ai
Augmented intelligence for superior investment outcomes.
ClientWorks
ClientWorks: Streamlining Investment Management on Custodial Platforms.
DocuSign
Secure e-Signatures and streamlined document workflows for RIAs.
Fiscal.ai
Investment data and analytics to power smarter decisions.
FinMason
Investment analytics and insights for better client outcomes.
RegEd
RegEd: Streamlining Compliance Operations for Financial Services.
RiskPro
Quantify risk, build compliant portfolios, and empower clients.
Alkyrmi
Alternatives data automation for enhanced investment insights.
AdviceWorks
AdviceWorks: Empowering advisors, enriching client relationships.
Fireflies.ai
Capture every client conversation. Intelligently.
Hubly
Workflow automation for efficient financial advisory operations.
RedBlack
Trading and rebalancing solutions for efficient portfolio management.
WealthReach
WealthReach: Prospect Smarter, Grow Faster.
Fi360
Investment data and analytics for fiduciary excellence.
ReachStack
ReachStack: Digital marketing to grow your RIA.
Erado Compliance
Erado: Communications Archiving and Compliance, Simplified.
Kubera
Comprehensive net worth tracking for modern wealth management.
LifeYield
Optimize household portfolios for tax-efficient wealth management.
Sherpas
Empowering advisors to win more clients, faster.
Vestmark
Vestmark: Powering Portfolio Management and Advisory Growth.
WealthSnap
WealthSnap: Streamline portfolios, empower client relationships.
LeafPlanner
Elevate client engagement with a modern portal experience.
Wealthramp
Qualified client leads for fee-only financial advisors.
WiserAdvisor
Advisor lead generation and business development made easy.
AdvisorStream
Content-driven marketing for financial advisors.
Capintel
Empowering advisors with data-driven proposal generation.
Commysum
Elevate client meetings. Strengthen relationships.
Conga
Automate workflows, documents, and processes with Conga.
Income Solver
Retirement income planning, simplified and optimized.
Bloomberg Terminal
Bloomberg Terminal: Powering informed investment decisions.
EstateView
EstateView: Powering comprehensive estate planning for advisors.
ExecPlan
Comprehensive financial planning software for advisor success.
Foundation Source
Expert private foundation management for RIAs and their clients.
Lumiant
Lumiant: Engaging clients, empowering advice.
Money Quotient
Values-based financial planning for deeper client engagement.
Plan Confidence
Comprehensive held-away asset management for informed financial planning.
Revver
Revver: Streamlining Document Management for RIAs.
SpeakWrite
Transform client conversations into actionable insights.
WealthSites
Grow your RIA with a professional, compliant website.
Aser App
Aser App: Secure, streamlined document management for RIAs.
Collation.ai
Advisor Data Warehousing: Centralize, Analyze, Optimize.
Family Office Portal
Secure client portal for UHNW families and their advisors.
Paladin
Paladin: Streamlining operations for modern financial advisors.
Profile
Profile: Streamlining Portfolio Management for Financial Advisors.
CapitalPreferences
Quantify risk. Personalize portfolios. Ensure suitability.
CapTools
CapTools: Comprehensive Portfolio Management for Investment Professionals.
Encor Estate
Comprehensive estate planning solutions for RIAs.
File 13F
Simplify 13F filings, ensure compliance.
MyRepChat
Compliant client communication for modern financial advisors.
PreciseFP
Client Onboarding and Data Gathering, Simplified.
Smarsh Archiving
Smarsh: Secure, compliant communications archiving for financial services.
Wealth.ai
AI-powered client engagement for modern RIAs.
CircleBlack
CircleBlack: Unified wealth management for enhanced client engagement.
Conquest Planning
AI-powered financial planning for personalized client outcomes.
fpPathfinder
Empowering advisors to deliver clear, confident financial advice.
Moneytree
Comprehensive financial planning software for advisor success.
Oyster
Oyster: Streamlining RIA Compliance Operations.
Permit AI
Elevate client meetings with AI-powered support.
Qvis
Investment Data and Analytics for Smarter Decisions.
SmartAsset
SmartAsset: Data-driven lead generation for financial advisors.
Advisor360
Integrated wealth management platform for advisor efficiency and growth.
Box
Secure client file sharing and collaboration for RIAs.
BridgeFT
BridgeFT: Unified data connectivity for modern wealth management.
DataPoints
DataPoints: Quantify client risk, optimize investment strategies.
Gyro Research
Deep investment data and analytics for informed decisions.
Income Conductor
Retirement income planning, simplified and sustainable.
PlanPort
Win more 401(k) business with powerful proposals.
Savology
Scalable financial planning for every client.
Smartleaf
Automated portfolio management for customized direct indexing.
Vestwell
Modern 401(k) solutions for advisors and their clients.
Yourefolio
Comprehensive estate planning solutions for financial advisors.
Dropbox Sign
Secure e-signatures for faster, simpler RIA workflows.
Egnyte
Secure file sharing and governance for RIAs.
Filenote.ai
AI-powered meeting support for enhanced client engagement.
Finity360
Document management and workflow automation for modern RIAs.
GReminders
Automated scheduling and reminders for enhanced client engagement.
Parthean
AI-powered client engagement for modern wealth management.
PaySimple
Simplify advisory fee billing and get paid faster.
Prismm
Prismm: Powering sophisticated legacy and estate planning.
Refinitiv
Refinitiv: Powering informed investment decisions with trusted data.
WealthTender
Advisor lead generation and business development made easy.
WealthTrace
Comprehensive financial planning software for advisors and their clients.
advisys
advisys: Streamlined financial planning for advisor success.
Arch
Comprehensive account aggregation for smarter investment decisions.
ComplianceAlpha
ComplianceAlpha: Streamlining RIA Compliance, Minimizing Risk.
Exhibit A
Win more clients with powerful, personalized proposals.
Fiduciary Shield
Simplify 401(k) management and minimize fiduciary risk.
FinMate AI
AI-powered client meeting support for superior engagement.
First Rate
Empowering wealth management with performance insights and reporting.
Intuit Mailchimp
Mailchimp: Powering digital marketing for RIAs.
Logicly
Data-driven investment insights for smarter advisor decisions.
MyNameFlow
Grow your RIA with automated, personalized digital marketing.
PageFreezer
Capture, Archive, and Protect Your Digital Communications.
PortfolioDesigner
Advanced investment analytics for smarter portfolio design.
ProjectionLab
Dynamic financial projections for confident client planning.
Shaping Wealth
Accurate Risk Profiling for Personalized Wealth Management.
ValuSource
Business valuation software and data for financial advisors.
Warmer
Turn cold leads into warm opportunities.
Aidentified
Unlock HNW prospects with AI-powered sales intelligence.
Altidar
Optimize alternative investment management with Altidar.
AppCrown
Advisor Data Warehousing and CRM Integration.
Bequest
Empowering Legacy Planning for RIAs and Their Clients.
Corvee
Corvee: Tax planning and preparation for small business success.
Everplans
Everplans: Secure legacy planning for clients and peace of mind.
Holistiplan Tax Planning
Holistiplan: Tax planning, simplified for financial advisors.
IntelliFlo
IntelliFlo: Integrated wealth management for advisor success.
InvestCloud
Elevate client engagement and streamline wealth management.
Jacobi
Investment Data and Analytics: Powering Better Investment Decisions.
Osyte
Osyte: Streamlining Portfolio Management for RIAs.
Portfolio Visualizer
Data-driven investment analysis and portfolio construction.
Quik!
Quik!: Streamlining RIA Operations Through Automated Forms.
SigniX
Secure e-Signatures for Financial Advisors.
SmartKx
SmartKx: Streamlining Client Data Gathering and Engagement.
AltExchange
Alternative investment portfolio management, simplified.
Amp
Amp: Powering Prospecting for RIAs.
BlackRock Aladdin
Aladdin: End-to-end investment management technology.
Blueleaf
Blueleaf: Portfolio Management and Client Experience, Simplified.
Canoe
Automated alternative investment data management.
Caravel Concepts
Efficient financial planning, focused client engagement.
Complect
Compliance operations, simplified.
FP Alpha
AI-powered insights for comprehensive financial planning.
Future Capital
Holistic wealth management through held-away asset integration.
FutureVault
Secure client document management and collaboration for RIAs.
Gainfully
Grow your RIA with data-driven digital marketing.
Income Discovery
Retirement income planning, simplified and optimized.
Income Lab
Retirement income planning, simplified and optimized.
Levitate
Nurture relationships, grow your RIA with Levitate.
LifeHub
Elevate client engagement and build lasting relationships.
Luminary
Empowering advisors to deliver exceptional estate planning.
SigFig
Digital onboarding and automated investment management for RIAs.
Solution 360
Elevate client meetings. Drive deeper engagement.
Voyant
Voyant: Comprehensive financial planning for confident futures.
Worldox
Worldox: Secure, Organize, and Access Your Documents.
3Equity
Actionable business intelligence for RIA operational excellence.
Alphathena
Smarter portfolios, simplified. That's Alphathena.
CashmereAI
AI-powered prospecting for RIA growth.
Catchlight
AI-powered insights for smarter prospecting and client engagement.
Clearnomics
Data-driven marketing and business development for RIAs.
College Aid Pro
Expert college financial aid planning for RIAs.
IndyFin
Advisor lead generation and business development, simplified.
Knudge.me
Elevate client engagement. Drive better outcomes.
Maximize My Social Security
Optimize Social Security. Maximize Retirement Income.
NETX360
NETX360: Custodial platform for efficient investment management.
NextVestment
Investment Data & Analytics: Insights for Informed Decisions.
Ovenue
Ovenue: Streamlining Client Data Gathering and Engagement.
Ricoru.ai
Investment data and analytics for smarter decisions.
Trendrating
Trendrating: Data-driven trend analysis for superior investment decisions.
WealthFeed
Find and engage your ideal clients with WealthFeed.
Alpha Vee
Empowering investment decisions with data-driven analytics.
Atlas Point
Understand clients better. Improve investment outcomes.
BondIT
Optimize fixed income portfolios with data-driven insights.
C&J Innovations
Understand clients better. Improve advisory outcomes.
Finology
Expert education planning to empower advisors and families.
ForwardLane
AI-powered insights for deeper client engagement.
Marstone
Digital onboarding and wealth management, simplified.
Masttro
Comprehensive account aggregation and reporting for modern wealth management.
Pulse360
Elevate client engagement. Drive better outcomes.
Qdeck
Investment data and analytics for smarter RIA decisions.
RedCapture
Capture, archive, and analyze communications for RIA compliance.
Schwab Advisor Portfolio Connect
Comprehensive performance reporting and portfolio management for RIAs.
Special Needs Map
Special Needs Planning, Mapped for Success.
Strad Pro
Elevate client engagement with Strad Pro's secure portal.
Vyzer
Elevate client engagement with Vyzer's client portal.
YouCanBookMe
Simplify scheduling, enhance client engagement.
zCalc
Advanced estate planning calculations and modeling.
AI
AI: Intelligent Communications Archiving for Regulatory Compliance.
Allocaterite
Efficient portfolio management for modern RIAs.
Bucket Bliss
Retirement income planning, simplified.
BudgetSimple
Empowering clients with simple, effective budgeting tools.
ByBit
Trade crypto with confidence: Bybit's advanced platform.
Cruncher
Cruncher: Estate planning, simplified and optimized.
EngageWare
EngageWare: Powering deeper client connections for RIAs.
Finpace
Finpace: Streamlining RIA Operations for Peak Performance.
FusionIQ
Digital onboarding and investment management, simplified.
Fynancial
Elevate client engagement with Fynancial's powerful client portal.
Hadrius
Compliance simplified: Hadrius for RIAs.
HighPeak
Specialized planning for healthcare and Medicare.
Innovayte
Innovayte: Powering efficient investment management and custody.
Kapitalwise
Generate and convert leads with Kapitalwise.
Kerdora
Financial planning, simplified.
Koyfin
Koyfin: Investment data and analytics, simplified.
OneVest
OneVest: Streamlined portfolio management for modern advisors.
Quivr
Quivr: Streamlining RIA Operations and Client Relationships.
Real Estate Scenario
Real Estate Scenario: Integrate real estate into financial planning.
RetirementView Pro
RetirementView Pro: Win more clients, faster.
SmartRisk
SmartRisk: Quantify risk, optimize portfolios, ensure suitability.
Tiffin Wealth
Data-driven proposals for faster client acquisition.
Trayecto
Equity compensation planning, simplified.
Acclivity
AI-powered client engagement for modern RIAs.
AnnuityCheck
Annuity analysis and comparison for fiduciary advisors.
aVestech
aVestech: Elevate Client Engagement. Strengthen Relationships.
Betterment Advisor Solutions
Custodial platform for modern RIAs.
Clarista
Clarista: Advisor Data Warehousing for Operational Excellence.
CogniCor
AI-powered client engagement for modern advisory firms.
Collegiate Funding Solutions
Expert education planning solutions for financial advisors.
Daisychain
Charitable giving strategies, simplified and integrated.
Equipt
Equipt: Streamlining Custodial Investment Management.
EzFol.io
Performance reporting and portfolio management, simplified.
Finsites
Digital marketing solutions to grow your RIA firm.
Investigo
Unlock deeper investment insights with Investigo.
Investipal
Digital Onboarding for Modern Investment Management.
Knapsack
AI-powered client engagement for modern RIAs.
MarketGrader
Data-driven investment insights for smarter portfolio decisions.
MarketMap
Investment Data & Analytics for Smarter Portfolio Decisions.
Munin
AI-powered client engagement for modern wealth management.
Nest Wealth
Digital onboarding and wealth management platform for RIAs.
NovaTrak
Elevate Client Engagement. Drive RIA Growth.
PowerAdvisor
Comprehensive performance reporting for modern wealth management.
Presults
Secure communication archiving for RIAs.
SkyView
Optimize client cash. Maximize portfolio performance.
SoftPak
Trading and rebalancing solutions for optimal portfolio management.
Unitifi
Understand clients better. Improve investment outcomes.
Waterlily
Specialized healthcare and Medicare planning for RIAs.
Windham Labs
Advanced investment data and analytics for smarter decisions.
401GO
Simplified 401(k) implementation and management for RIAs.
Advilly
Advilly: Streamline operations, empower your advisory firm.
AdvisorBook
Investment data and analytics to power advisor success.
AdvisorsBOP
Advisory Fee Billing & Revenue Management, Simplified.
Brightwave
Unlock deeper investment insights with Brightwave.
Chaikin
Data-driven investment insights for smarter portfolio decisions.
Cheshire Software
Comprehensive financial planning solutions for modern RIAs.
CorConnect
Secure client file sharing for efficient RIA operations.
CoreKonegy
Understand clients better. Improve advisory outcomes.
DataDesher
Data-driven client meetings for stronger RIA relationships.
Datalign
Data-driven lead generation for RIA growth.
EducationAdvisor
Expert education planning to secure your client's future.
Equilar
Equilar: Executive data for strategic prospecting.
Equisoft/Fund
Investment Data & Analytics for Smarter Portfolio Decisions.
Etna
Digital onboarding for modern investment management.
Feathery
Digital onboarding that's effortless for you and your clients.
FinDash
Empowering RIAs with comprehensive financial planning solutions.
Finturk
Specialized cash management planning for RIAs.
FolioMax
Powerful portfolio analytics for informed investment decisions.
Gemifi
Equity compensation planning, simplified.
Holistico
Holistico: Powering proposal generation for advisor growth.
Imvyzia
Win more clients with data-driven proposals.
IndexOne
Investment data and analytics for smarter portfolio decisions.
InstaFin
InstaFin: Streamlining financial planning for RIAs.
InvestingYou
Understand clients better. Improve investment outcomes.
InvestSuite
Elevating Client Engagement Through Digital Investment Solutions.
JourneyGuide
Retirement planning, personalized guidance, and confident journeys.
Knomee
Understand client behavior. Improve investment outcomes.
Life Stage Insights
Understand clients better, advise them smarter.
MarketDesk
Digital marketing solutions to grow your RIA practice.
Max
Optimize cash, maximize yield, simplify management.
Method Plan
Method Plan: Comprehensive financial planning, simplified.
MileMarker
Advisor Data Warehousing: Unify, Analyze, Optimize.
MoneyPickle
MoneyPickle: Smart lead generation for modern RIAs.
Paradino
Elevate client engagement with interactive meeting support.
Pomerol
Investment data and analytics for smarter portfolio decisions.
PracticeMetrics
Actionable client feedback for stronger RIA practices.
Qualitate
Understand clients better. Improve advisory outcomes.
RA
Retirement planning, simplified.
SSAnalyzer
Optimize Social Security strategies for better retirement outcomes.
Sumitas
Elevate client engagement with Sumitas' secure client portal.
visiWealth
Elevate Client Engagement. Drive Advisor Success.
WealthTeamWork
Elevate client engagement with WealthTeamWork.
WebPrez
Digital marketing solutions to grow your RIA practice.