100 Best Apps for Wealth Managers
Wealth managers often assemble a technology stack rather than rely on one platform. This first selection covers widely used tools across core advisory workflows.
Wealthbox
Wealthbox is a CRM for financial advisors that organizes contacts, workflows, tasks, notes, and client activity. It reduces scattered client information by centralizing relationship records and follow-up work in one advisor-focused workspace.
Redtail CRM
Redtail CRM helps financial professionals manage client records, calendars, workflows, activities, and communication history. It addresses inconsistent client follow-up by giving teams structured workflows, reminders, and shared household records.
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud provides relationship management tools tailored to financial-services households, referrals, and service processes. It helps firms manage complex client relationships by connecting household data, interactions, and service workflows.
Practifi
Practifi is a Salesforce-based platform for wealth-management firms covering CRM, workflows, reporting, and business operations. It helps growing advisory firms replace disconnected processes with configurable client, pipeline, and operational management.
Orion Advisor Tech
Orion Advisor Tech offers portfolio accounting, reporting, billing, planning, trading, and client-experience tools for advisors. It reduces manual portfolio administration by bringing core advisory workflows into an integrated technology ecosystem.
Black Diamond Wealth Platform
Black Diamond provides portfolio management, performance reporting, billing, rebalancing, and client portal capabilities for advisors. It helps advisors explain portfolio results clearly through consolidated reporting and configurable client-facing dashboards.
Addepar
Addepar is a wealth-data platform for aggregating, analyzing, and reporting on complex investment portfolios. It tackles fragmented held-away and alternative investment data by consolidating portfolio information for analysis and reporting.
Tamarac
Tamarac provides portfolio management, rebalancing, trading, reporting, billing, and CRM tools for independent advisors. It helps advisors streamline account management by linking portfolio operations with trading and client relationship workflows.
eMoney Advisor
eMoney Advisor is financial-planning software for building plans, modeling scenarios, and sharing client-facing financial information. It helps advisors turn complex financial situations into interactive plans that support clearer client conversations.
MoneyGuidePro
MoneyGuidePro is goals-based financial-planning software that models client objectives, retirement needs, and planning scenarios. It addresses difficult planning conversations by framing recommendations around client goals and modeled trade-offs.
RightCapital
RightCapital provides financial-planning tools for retirement, tax, cash-flow, estate, and scenario analysis. It helps advisors evaluate interconnected planning decisions without building complex calculations manually in spreadsheets.
Nitrogen
Nitrogen provides risk-alignment and proposal tools that help advisors discuss portfolio risk with clients. It helps resolve mismatched risk expectations by making portfolio risk discussions more structured and visual.
Morningstar Direct
Morningstar Direct is investment research software for analyzing securities, funds, portfolios, and market data. It reduces research fragmentation by giving investment teams a centralized environment for due diligence and analysis.
YCharts
YCharts provides investment research, charting, screening, portfolio analytics, and presentation tools for financial professionals. It helps advisors communicate investment ideas faster by turning market and portfolio data into visual materials.
Kwanti
Kwanti provides portfolio analytics, risk analysis, stress testing, and proposal tools for financial advisors. It helps advisors assess portfolio exposures by translating holdings into understandable risk and scenario analysis.
Holistiplan
Holistiplan analyzes tax returns to identify planning observations and create tax-planning summaries for advisors. It reduces time spent reviewing tax documents by extracting relevant planning information from uploaded returns.
FP Alpha
FP Alpha analyzes estate-planning documents and other client records to surface financial-planning considerations. It helps advisors review lengthy legal documents more efficiently when identifying estate-planning discussion opportunities.
Asset-Map
Asset-Map creates visual maps of households, assets, liabilities, income sources, and financial relationships. It helps clients grasp complicated financial pictures by presenting household information in a single visual format.
PreciseFP
PreciseFP provides digital fact-finding forms, document collection, workflows, and data-gathering tools for advisors. It reduces repetitive onboarding requests by collecting client information and documents through guided digital questionnaires.
Docupace
Docupace offers document management, workflow automation, and operational tools for wealth-management and advisory firms. It helps firms control paperwork-heavy processes by routing documents and standardizing operational workflows electronically.
Laserfiche
Laserfiche is a content-management and business-process platform for organizing documents and automating workflows. It addresses document retrieval delays by creating searchable repositories and repeatable approval or intake processes.
SmartRIA
SmartRIA provides compliance management software for registered investment advisors, including tasks, calendars, and documentation. It helps compliance teams track recurring obligations by organizing reviews, evidence, and deadlines in one system.
ComplySci
ComplySci provides employee compliance tools for monitoring personal trading, disclosures, and related regulatory workflows. It helps firms oversee employee activities by centralizing attestations, disclosures, and personal-account compliance reviews.
MyRepChat
MyRepChat provides business texting tools with message capture and archiving features for regulated professionals. It helps advisors use text communication while retaining business-message records for supervision and compliance needs.
WealthAccess
WealthAccess aggregates client financial data and delivers reporting, planning, and advisor-client portal tools. It helps advisors see a broader client balance sheet by consolidating account data from multiple sources.
Envestnet Wealth Management Platform
Envestnet provides investment, planning, and account-management technology for advisors and wealth management firms. It helps firms coordinate investment services and client workflows across fragmented advisory technology systems.
Morningstar Advisor Workstation
Morningstar Advisor Workstation delivers investment research, portfolio analysis, proposal tools, and reporting for advisors. It helps advisors evaluate investments and explain portfolio decisions without assembling research from multiple sources.
HiddenLevers
HiddenLevers models portfolio risk and scenario outcomes based on economic events and market changes. It helps advisors discuss potential portfolio vulnerabilities when clients ask how major events could affect holdings.
AdvisorEngine
AdvisorEngine offers digital wealth management tools for portfolio management, client engagement, and business operations. It helps advisory firms replace disconnected operational processes with a more unified digital wealth management environment.
Advyzon
Advyzon combines CRM, portfolio management, performance reporting, billing, and client portal capabilities. It helps advisors reduce duplicate data entry across separate client relationship and portfolio administration tools.
CircleBlack
CircleBlack provides portfolio reporting, performance analytics, household views, and client-facing digital dashboards. It helps wealth managers present aggregated client assets clearly when accounts span multiple custodians.
SS&C Advent
SS&C Advent provides portfolio accounting, reporting, trading, and operational software for investment management firms. It helps investment teams manage complex accounting and reporting workflows that spreadsheets handle poorly.
Schwab Advisor Center
Schwab Advisor Center is a digital platform for registered investment advisors using Schwab custody services. It helps advisors access client accounts, trading functions, documents, and service tools in one place.
Fidelity Wealthscape
Fidelity Wealthscape gives advisors digital access to custody, account management, trading, and client information. It helps advisory firms administer Fidelity-custodied accounts without relying on manual service requests.
Pershing NetX360
Pershing NetX360 is a custody platform supporting account management, trading, reporting, and advisor workflows. It helps advisors manage custodial account activities through centralized tools rather than scattered administrative processes.
Altruist
Altruist provides custodial services and portfolio management software designed for registered investment advisors. It helps independent advisors handle investing and custody operations through a streamlined technology stack.
Betterment Advisor Solutions
Betterment Advisor Solutions provides digital investing tools and managed portfolio capabilities for financial advisors. It helps advisors serve smaller or digitally oriented clients with scalable portfolio management workflows.
Plaid
Plaid connects applications to consumer financial accounts through data connectivity and account verification tools. It helps firms collect client account data without asking clients to manually transcribe financial information.
CAIS
CAIS is a platform that provides wealth managers access to alternative investment funds and education. It helps advisors research and access alternative investments without navigating separate manager-specific processes.
iCapital
iCapital provides technology and access infrastructure for alternative investments and structured investment products. It helps wealth managers manage operational complexity associated with private-market and alternative investment allocations.
GeoWealth
GeoWealth offers turnkey asset management, portfolio construction, trading, and reporting services for advisors. It helps smaller advisory firms offer managed portfolios without building every investment operation internally.
Vestmark
Vestmark provides portfolio management, trading, rebalancing, and personalized investment technology for wealth managers. It helps firms implement investment models consistently across many client accounts and account types.
Broadridge AdvisorStream
Broadridge AdvisorStream provides curated content and communication tools for financial advisor marketing programs. It helps advisors maintain regular client outreach when creating relevant market content takes too much time.
Snappy Kraken
Snappy Kraken provides automated marketing campaigns and lead nurturing tools for financial advisors. It helps advisory firms run consistent prospect and client campaigns without manually coordinating every message.
FMG Suite
FMG Suite offers advisor websites, marketing content, email campaigns, and social media tools. It helps advisors maintain a professional digital presence without managing separate website and marketing vendors.
Hearsay Systems
Hearsay Systems provides compliant digital communications tools for financial services professionals and teams. It helps advisors communicate through approved channels while supporting firms' supervision and recordkeeping requirements.
NexJ CRM
NexJ CRM provides customer relationship management software built for wealth management and financial services teams. It helps firms organize household relationships and service activities that generic contact databases often miss.
TIFIN Wealth
TIFIN Wealth develops technology products intended to support personalized wealth management experiences and advisor workflows. It helps wealth businesses explore more personalized client engagement without building every digital capability internally.
AdvisorStream
AdvisorStream helps financial professionals share licensed financial content through email, websites, and social channels. It helps advisors stay visible with clients when producing and distributing timely content is difficult.
SmartAsset AMP
SmartAsset AMP connects financial advisors with prospective clients through its advisor marketing and matching program. It helps advisors generate prospective client conversations when traditional referral pipelines are inconsistent.
CapIntel
CapIntel creates interactive proposal presentations and comparison materials for financial advisors and wealth management teams. It reduces time spent assembling client-ready investment comparisons from scattered product information.
Pontera
Pontera lets advisors manage clients' held-away retirement accounts through secure connections and authorized trading workflows. It helps address unmanaged 401(k) and retirement assets that sit outside an advisor's usual portfolio system.
Flourish
Flourish provides wealth-management solutions for cash, alternatives, and financial wellness through advisory firms. It helps advisors offer clients additional planning-oriented financial products without stitching together separate providers.
InvestCloud
InvestCloud provides configurable wealth-management software for client portals, portfolio management, and digital experiences. It helps firms replace disconnected client-facing tools with more unified digital wealth-management workflows.
FinFolio
FinFolio combines portfolio management, reporting, billing, trading, and CRM tools for investment advisors. It reduces operational friction caused by maintaining portfolio data across multiple disconnected back-office systems.
ByAllAccounts
ByAllAccounts aggregates financial account data and delivers normalized information into wealth-management technology systems. It helps advisors avoid manually collecting held-away account balances for planning and reporting.
Canoe Intelligence
Canoe Intelligence extracts and standardizes data from alternative investment documents for institutional and wealth-management workflows. It reduces manual data entry from capital calls, statements, and notices issued by private funds.
Chronograph
Chronograph provides private-markets investment reporting, analytics, and monitoring tools for allocators and advisors. It helps teams analyze private investment portfolios when underlying performance data is difficult to organize.
Arch
Arch aggregates private investment documents and data into dashboards, reporting, and portfolio-monitoring workflows. It helps wealth managers track clients' alternative investments without manually reviewing every fund document.
Masttro
Masttro aggregates complex wealth data for family offices, advisors, reporting, and portfolio oversight. It helps teams gain visibility into assets held across banks, custodians, entities, and investments.
FundCount
FundCount delivers portfolio accounting, partnership accounting, investment reporting, and general ledger capabilities. It helps firms manage complicated multi-entity accounting without relying on disconnected spreadsheets and ledgers.
Smartleaf
Smartleaf provides automated portfolio management, including tax-sensitive rebalancing and personalized portfolio implementation. It helps advisors scale individualized portfolio actions that would otherwise require extensive manual trading review.
AdvisorPeak
AdvisorPeak offers portfolio rebalancing, trading, billing, and reporting software for registered investment advisors. It helps advisory operations reduce repetitive account maintenance across models, sleeves, and client households.
IncomeLab
IncomeLab provides retirement-income planning software focused on cash flows, withdrawals, and scenario analysis. It helps advisors explain retirement spending tradeoffs when clients need sustainable income projections.
NaviPlan
NaviPlan provides financial planning software for building detailed cash-flow projections and client recommendations. It helps planners model complex client circumstances without manually constructing every long-term financial projection.
Voyant
Voyant offers financial planning software for cash-flow modeling, goals analysis, and collaborative client scenarios. It helps advisors make planning conversations clearer by visualizing how decisions affect future outcomes.
IncomeConductor
IncomeConductor builds retirement distribution plans using income sources, spending needs, and withdrawal strategies. It helps advisors organize retirement-income recommendations when clients have multiple accounts and income sources.
Elements
Elements provides planning software that tracks client financial health and supports ongoing advisor conversations. It helps advisors maintain planning engagement between annual meetings through regularly updated financial indicators.
Moneytree
Moneytree provides financial planning software for modeling goals, cash flow, insurance, and investment scenarios. It helps advisors present coordinated planning recommendations instead of relying on separate calculators for each goal.
TaxStatus
TaxStatus helps authorized financial professionals retrieve and monitor clients' IRS tax information and transcripts. It reduces delays in tax-aware planning caused by waiting for clients to locate and share tax records.
AdvicePay
AdvicePay provides payment processing designed for financial professionals collecting planning and advisory fees. It helps advisors collect recurring or one-time client payments without relying on manual invoicing processes.
RIA in a Box
RIA in a Box provides compliance software, registration support, education, and tools for advisory firms. It helps firms manage regulatory tasks that can overwhelm small teams without dedicated compliance staff.
Global Relay
Global Relay captures, archives, and supervises business communications across email, messaging, and collaboration channels. It helps wealth firms preserve reviewable communications records across the channels employees use with clients.
Smarsh
Smarsh captures and archives electronic communications for compliance, supervision, and information-governance programs. It helps firms supervise client communications when conversations occur across many messaging and social channels.
Egnyte
Egnyte provides secure content collaboration, file sharing, governance, and access controls for business documents. It helps advisory teams securely share sensitive client files while maintaining clearer control over document access.
d1g1t
d1g1t provides portfolio analytics, reporting, and investment management tools for wealth-management firms. It reduces fragmented performance reporting by consolidating portfolio data into configurable advisor and client views.
Blueleaf
Blueleaf provides client reporting, portfolio aggregation, and communication tools for financial advisors. It helps advisors address client uncertainty by delivering understandable portfolio updates and digital account visibility.
AssetMark
AssetMark offers investment solutions, technology, and practice-management resources for financial advisors. It helps independent advisors access managed investment offerings without building every portfolio solution internally.
SEI Wealth Platform
SEI Wealth Platform combines investment processing, portfolio accounting, and digital tools for wealth-management organizations. It helps firms replace disconnected operational systems with integrated infrastructure for administering client portfolios.
FIS Wealth Management
FIS Wealth Management offers technology for brokerage operations, advisor workflows, and client servicing. It helps wealth firms streamline complex brokerage processes that otherwise require multiple manual operational handoffs.
TradePMR
TradePMR provides custodial services and trading technology for registered investment advisors. It helps RIAs manage custody and trading needs through a platform designed for independent practices.
Interactive Brokers Advisor Portal
Interactive Brokers Advisor Portal lets registered advisors manage accounts, trading permissions, and client administration. It helps advisors avoid switching between separate systems when overseeing client accounts and investment activity.
Apex Clearing
Apex Clearing provides custody, clearing, and account infrastructure for investment platforms and financial firms. It helps firms launch investment account experiences without building clearing and custody infrastructure themselves.
Lumiant
Lumiant supports advice delivery with client discovery, financial planning, and engagement workflows. It helps advisors turn client goals into structured advice conversations instead of relying on scattered meeting notes.
Advizr
Advizr provides digital financial planning and client engagement software for financial professionals. It helps advisors create interactive plans for clients who need clearer visibility into financial decisions.
Vanilla
Vanilla provides estate-planning software that helps advisors organize and visualize clients' estate information. It helps advisors identify estate-planning gaps without manually interpreting complex family, trust, and asset relationships.
Trust & Will
Trust & Will offers online estate-planning documents and services, including advisor-oriented client support. It helps clients complete foundational estate documents when traditional legal processes feel inaccessible or delayed.
fpPathfinder
fpPathfinder creates financial-planning checklists and flowcharts for advisors and their clients. It helps planners avoid overlooking important planning questions during meetings, reviews, and life-event conversations.
Bento Engine
Bento Engine provides personalized financial guidance content and engagement tools for advisory firms. It helps firms maintain relevant client communication between reviews without producing every educational message from scratch.
TaxPlanIQ
TaxPlanIQ helps professionals identify, model, and present tax-planning opportunities to clients. It helps advisors structure tax-focused discussions when clients need clearer explanations of potential planning strategies.
Corvee
Corvee provides tax-planning, workflow, and client collaboration software for tax professionals. It helps advisory partners organize tax-planning work that can otherwise become buried in spreadsheets and emails.
RegEd
RegEd provides regulatory training, licensing, and compliance management software for financial services firms. It helps firms track required education and licensing tasks that are difficult to manage manually.
StarCompliance
StarCompliance provides employee compliance software for disclosures, conflicts, and personal trading oversight. It helps compliance teams monitor employee activities that can create conflicts or regulatory reporting obligations.
AdvisorAssist
AdvisorAssist provides compliance software and consulting services for registered investment advisers. It helps RIAs organize compliance obligations when regulatory documentation and review processes become difficult to maintain.
DocuSign
DocuSign enables electronic signatures and digital agreement workflows for business documents. It helps advisors complete account forms and client agreements without delays caused by printing and scanning.
Box
Box provides cloud content storage, collaboration, and document-management tools for business teams. It helps wealth teams securely organize client files instead of searching through disconnected folders and attachments.
Microsoft Teams
Microsoft Teams combines workplace chat, video meetings, calls, and file collaboration in one application. It helps distributed advisory teams coordinate internal discussions without relying on fragmented email threads.
Zoom
Zoom provides video meetings, webinars, phone services, and team messaging for organizations. It helps advisors conduct convenient remote client meetings when in-person scheduling is impractical.
Calendly
Calendly automates meeting scheduling by presenting availability and coordinating calendar invitations. It eliminates repetitive scheduling emails when advisors and clients need to find mutually available meeting times.
HubSpot
HubSpot provides customer relationship management, marketing, sales, and service tools for growing businesses. It helps advisory firms organize prospect follow-up when leads and marketing activities are tracked inconsistently.
The right combination depends on an advisory firm's custody relationships, service model, compliance requirements, and existing systems.