Life, annuities, and protection products distributed through wealth firms, plus the platforms that route them.
Each directory is a live, engaging and constantly updated resource, built specifically for wealth management. To support easy discovery, we categorise solutions, solution providers and knowledge resources into dedicated business needs.
AI note-taking and compliance assistant built for advisers.
Engagement banking platform that unifies the front office.
Advisor workstation for North-American wealth firms.
Secure client collaboration and document exchange.
Surfaces next-best-action prompts for advisers.
Conversational engagement and co-browsing for private banks.
Front-to-back platform running 150+ wealth firms.
Platform-as-a-service powering 650+ wealth brands.
Universal banking suite extended to wealth.
Modular suite serving 80+ CEE banks and brokers.
Cloud-native investing: robo, hybrid and full-service.
End-to-end wealth and asset management software.
Cloud data platform unifying custodial and CRM feeds.
Multi-asset performance and reporting for HNW advisers.
Family-office reporting across marketable and alt assets.
Single source of truth for UHNW families.
Digital apps and a unified data warehouse for wealth.
Real-time aggregation across custodians and accounts.
Institutional-grade risk and portfolio analytics.
Suitability, analytics and reporting for advisers.
Front-to-back investment management across asset classes.
Order, execution and compliance management at scale.
Model portfolio construction and rebalancing at scale.
Cloud portfolio management for independent advisers.
AI-driven AML screening and transaction monitoring.
Automated KYC, AML and onboarding decisions in one flow.
Client lifecycle management for regulated institutions.
Digital account opening with e-sign and compliance routing.
Automated client onboarding and regulatory categorisation.
No-code onboarding orchestration for private banks.
Goals-based planning software for advisers.
Moneytree · JP · Client Engagement & ManagementLightweight CRM for independent advisory teams.
Wealthbox · US · Client Engagement & ManagementInvestment management for funds and private banks.
Profile Software · GR · Digital Platforms & ToolsModular, API-first digital wealth components.
WealthObjects · UK · Digital Platforms & ToolsUnified core for wealth and fund operations.
FA Solutions · FI · Data Management & AnalysisWealthtech ecosystem connecting distributors.
Allfunds · ES · Data Management & AnalysisPortfolio management, billing and client portal for RIAs.
Envestnet · US · Investment Platforms & ToolsAI-driven onboarding workflows that compress KYC.
Avantos · UK · Compliance & Onboarding
Engagement banking platform consolidating the front office.
AI productivity and compliance for wealth managers.
Advisor productivity and portfolio management suite.
Secure client collaboration and document exchange.
Conversational engagement for private banks.
Composable data layer for mid-market RIAs.
End-to-end wealth platform-as-a-service.
Core banking and wealth platform for 150+ firms.
Consolidated reporting for UHNW families.
Digital apps and a unified data warehouse for wealth.
Risk, suitability and reporting for advisory desks.
Aladdin Wealth risk and portfolio analytics.
Charles River front-to-back investment management.
Model portfolio construction at scale.
Black Diamond cloud portfolio management.
Goals-based planning for the APAC adviser market.
6 solutions · Tokyo, JP · Client Engagement & ManagementUnified core for wealth and fund operations.
5 solutions · Helsinki, FI · Data & PlatformsPortfolio management and billing for RIAs.
11 solutions · Chicago, US · Investment & Risk
Alternative assets, real assets, and private-market access products for UHNW portfolios.
CPD, certifications, and capability programmes for advisors, compliance officers, and operations teams.
Our flagship directory. A growing resource of over 600 solution providers and 1,500+ individual solutions delivering products and services into wealth management.
Strategy advice, market research, and the operating-model consulting partners wealth firms turn to.
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