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10 Best Account Management Software for Financial Advisors 2026 - Customer Ratings & Reviews

Albert Richer
Curated by :
Albert Richer
Updated Jan 11, 2026

This niche fits into a larger context — see the full Business & Account Management Software guide.

Account Management Software for Financial Advisors
Albert Richer

Financial advisors managing complex client portfolios require specialized account management systems that can handle multi-generational wealth planning, high-frequency portfolio rebalancing, and seamless integration with existing custodial relationships. eMoney Advisor excels at aggregating diverse account types and modeling intricate client scenarios, though users frequently encounter connection reliability issues requiring manual re-authentication across multiple custodians. If your practice focuses on ultra-high-net-worth clients with complex ownership structures, Addepar's ability to connect directly with over 350 global custody banks provides unmatched asset aggregation capabilities, despite its steep learning curve and lengthy implementation timeline. Pontera addresses the critical workflow of managing held-away retirement accounts without triggering custody complications, integrating seamlessly with Orion and Envestnet for consolidated reporting, though its 30 basis point cost structure may prove prohibitive for smaller account relationships. RightCapital delivers superior client portal experiences with its 9.1/10 support rating, making complex tax and estate projections more accessible to clients during review meetings. If your firm requires institutional-grade risk analytics for client presentations, Morgan Stanley's Portfolio Risk Platform leverages BlackRock's Aladdin engine to provide stress testing typically reserved for institutional portfolios. Financial advisors managing complex client portfolios require specialized account management systems that can handle multi-generational wealth planning, high-frequency portfolio rebalancing, and seamless integration with existing custodial relationships.

Similar Categories
1
Expert Score
9.8 / 10
437
116
AI-POWERED INSIGHTS
1
Flourish for Financial Advisors
9.8

Flourish for Financial Advisors

Flourish for Financial Advisors
View Website
Flourish is a dedicated account management solution specifically designed for financial advisors. It provides access to an array of financial products, streamlining the process of financial management and advisory services. It addresses the industry's need for a unified, user-friendly platform.
Flourish is a dedicated account management solution specifically designed for financial advisors. It provides access to an array of financial products, streamlining the process of financial management and advisory services. It addresses the industry's need for a unified, user-friendly platform.
AI-POWERED INSIGHTS

Best for teams that are

  • Advisors helping clients earn yield on held-away cash
  • Firms wanting to bring held-away assets into view
  • Advisors seeking simple crypto or annuity access for clients

Skip if

  • Advisors who do not manage or advise on client cash reserves
  • Clients with minimal cash where yield is negligible
  • Advisors looking for a full banking replacement

Expert Take

Our analysis shows Flourish effectively solves the 'held-away asset' problem for RIAs by consolidating cash, crypto, and annuities into a single, compliant dashboard. Research indicates its Outsourced Insurance Desk is a standout feature, allowing fee-only advisors to incorporate annuities without regulatory friction. Backed by MassMutual, it combines institutional trust with fintech agility, evidenced by its rapid adoption among 1,000+ firms and deep integrations with the core RIA tech stack.

Pros

  • Wholly owned by MassMutual ensuring stability
  • FDIC insurance up to $20M per household
  • Deep integrations with Orion, eMoney, Redtail
  • Outsourced Insurance Desk for fee-only advisors
  • No platform fees for Flourish Cash

Cons

  • Crypto custody fee of 0.65% annually
  • Cash APY may trail direct-to-consumer banks
  • Advisor fees can further reduce cash yield
  • Lending solution integration pending (2026)
  • SIPC protection does not apply to program banks
2
Expert Score
9.8 / 10
410
117
2
eMoney Advisor
9.8

eMoney Advisor

eMoney Advisor
View Website
eMoney Advisor is a top-notch financial planning software designed for financial advisors, planners, and RIAs. It delivers a comprehensive set of tools for account management, client engagement, and business growth, addressing the industry's need for efficiency, accuracy, and client satisfaction.
eMoney Advisor is a top-notch financial planning software designed for financial advisors, planners, and RIAs. It delivers a comprehensive set of tools for account management, client engagement, and business growth, addressing the industry's need for efficiency, accuracy, and client satisfaction.

Best for teams that are

  • Advisors with HNW clients requiring complex estate planning
  • Firms prioritizing detailed cash-flow modeling over goals-based plans
  • Advisors needing advanced analytics for complex financial landscapes

Skip if

  • Advisors needing a simple, low-cost solution for basic plans
  • Firms focusing solely on accumulation phase or student loans
  • Users preferring a quick, simple goals-based interface

Expert Take

Our analysis shows eMoney Advisor remains the 'Gold Standard' for complex wealth management, offering unmatched depth in cash-flow modeling and estate planning. Research indicates that while the learning curve is steep, the payoff is a highly secure, enterprise-grade platform backed by Fidelity that excels at client engagement through its industry-leading portal. It is the ideal choice for firms prioritizing comprehensive planning capabilities over simplicity or low cost.

Pros

  • Industry-leading cash flow & estate planning
  • Robust client portal drives engagement
  • Exceptional customer support (96% positive)
  • SOC 2 Type 2 security compliance
  • Backed by Fidelity Investments

Cons

  • Steep learning curve for advisors
  • High cost compared to competitors
  • No public pricing transparency
  • Occasional aggregation connection failures
  • Overwhelming for simple planning needs
3
Expert Score
9.6 / 10
478
137
COMPREHENSIVE FINANCIAL VIEW
HOLISTIC MANAGEMENT
3
Addepar Wealth Management
9.6

Addepar Wealth Management

Addepar Wealth Management
View Website
Addepar Wealth Management is an advanced SaaS solution designed specifically for financial advisors. It aggregates all financial accounts into one, creating a comprehensive view of clients' portfolios, irrespective of asset type, currency or entity. This way, it effectively addresses the industry's need for seamless account management and informed decision-making.
Addepar Wealth Management is an advanced SaaS solution designed specifically for financial advisors. It aggregates all financial accounts into one, creating a comprehensive view of clients' portfolios, irrespective of asset type, currency or entity. This way, it effectively addresses the industry's need for seamless account management and informed decision-making.
COMPREHENSIVE FINANCIAL VIEW
HOLISTIC MANAGEMENT

Best for teams that are

  • Family offices managing complex alternative investments
  • Ultra-high-net-worth advisors needing consolidated reporting
  • Firms requiring aggregation of illiquid and private assets

Skip if

  • Mass-market advisors with simple, marketable security portfolios
  • Small firms with limited budgets for reporting tech
  • Advisors needing primarily planning tools rather than reporting

Expert Take

Our analysis shows Addepar stands alone in its ability to handle extreme portfolio complexity, managing over $7 trillion in assets where 40% are alternatives. Research indicates it is the 'market-leading platform' for family offices and institutions that need to visualize illiquid assets, private equity, and multi-currency holdings alongside traditional securities. While it comes at a premium price, its documented capacity to ingest data from 350+ custodians makes it indispensable for the ultra-high-net-worth sector.

Pros

  • Aggregates $7T+ in complex assets
  • Specialized in alternative/illiquid investments
  • Trusted by 1,200+ top-tier firms
  • SOC 2 Type II certified security
  • Robust API and custodial network

Cons

  • Mobile app reported as buggy
  • Expensive AUM-based pricing model
  • Steep learning curve for users
  • Implementation can be slow
  • Opaque pricing structure
4
Expert Score
9.4 / 10
672
28
PORTFOLIO MASTER
DATA SECURITY GURU
4
AdvisorEngine Wealth Management
9.4

AdvisorEngine Wealth Management

AdvisorEngine Wealth Management
View Website
AdvisorEngine is a comprehensive SaaS solution specifically designed for financial advisors. It provides a robust platform that integrates CRM, portfolio management, rebalancing, and a client portal. This makes it a one-stop solution for managing client accounts, tracking investments, and maintaining strong customer relationships.
AdvisorEngine is a comprehensive SaaS solution specifically designed for financial advisors. It provides a robust platform that integrates CRM, portfolio management, rebalancing, and a client portal. This makes it a one-stop solution for managing client accounts, tracking investments, and maintaining strong customer relationships.
PORTFOLIO MASTER
DATA SECURITY GURU

Best for teams that are

  • Firms seeking an integrated CRM and portfolio management platform
  • Advisors prioritizing digital onboarding and automation
  • Practices wanting to scale with robo-advisory capabilities

Skip if

  • Advisors preferring best-of-breed separate tech stacks
  • Users looking for a standalone, highly specialized CRM only
  • Firms that do not need digital onboarding features

Expert Take

Our analysis shows AdvisorEngine stands out by combining the deep CRM heritage of Junxure with modern portfolio management tools, all backed by the institutional stability of Franklin Templeton. Research indicates it is particularly strong for firms needing a unified platform that handles everything from digital onboarding to tax-smart rebalancing. While some interface elements are aging, the recent addition of AI integrations and UMA capabilities demonstrates a commitment to evolving the platform.

Pros

  • End-to-end wealth platform
  • Backed by Franklin Templeton
  • SOC 2 compliant security
  • Deep multi-custodian integrations
  • Tax-smart UMA capabilities

Cons

  • Interface described as outdated
  • Support response time delays
  • Opaque enterprise pricing
  • Report generation can be slow
  • Steep learning curve
5
Expert Score
9.4 / 10
569
80
SEAMLESS INTEGRATION
EFFICIENT ACCOUNT REBALANCING
5
Pontera Financial Advisor Software
9.4

Pontera Financial Advisor Software

Pontera Financial Advisor Software
View Website
Pontera is a SaaS solution specifically designed for financial advisors, allowing them to manage clients' retirement accounts including 401(k)s and 403(b)s. It addresses the industry's need for a holistic portfolio management tool that integrates seamlessly with existing systems to streamline account rebalancing and management.
Pontera is a SaaS solution specifically designed for financial advisors, allowing them to manage clients' retirement accounts including 401(k)s and 403(b)s. It addresses the industry's need for a holistic portfolio management tool that integrates seamlessly with existing systems to streamline account rebalancing and management.
SEAMLESS INTEGRATION
EFFICIENT ACCOUNT REBALANCING

Best for teams that are

  • Advisors managing held-away 401(k) or 403(b) assets
  • Firms wanting to bill on held-away assets compliantly
  • Advisors seeking to rebalance client retirement accounts securely

Skip if

  • Advisors who do not charge fees on held-away accounts
  • Clients with small balances where fees outweigh benefits
  • Advisors who do not need discretionary control over 401(k)s

Expert Take

Our analysis shows Pontera uniquely solves the 'held-away asset' problem, allowing advisors to compliantly manage and bill on 401(k)s without taking custody. Research indicates this capability can potentially add ~3% in net returns annually for clients through professional management. Based on documented integrations with major platforms like Orion and Envestnet, it fits seamlessly into existing advisory workflows, although advisors must navigate the current operational friction with Fidelity.

Pros

  • Manages held-away 401(k) assets compliantly
  • SOC 2 Type II and ISO 27001 certified
  • Integrates with Orion, Envestnet, and Morningstar
  • Avoids triggering constructive custody rules
  • Enables billing on held-away assets

Cons

  • Fidelity actively blocking account connections
  • Cost of ~30bps reduces advisor margins
  • Relies on client sharing login credentials
  • Connection stability issues with some institutions
  • Cannot change beneficiaries or process distributions
6
Expert Score
9.4 / 10
457
50
CLIENT ENGAGEMENT PRO
TAILORED SOLUTIONS
6
RightCapital Financial Software
9.4

RightCapital Financial Software

RightCapital Financial Software
View Website
RightCapital is an advanced SaaS solution specifically designed for financial advisors. It offers a comprehensive suite of tools that simplifies financial planning, enhances client engagement, and helps advisors scale their business efficiently. Its user-friendly interface and powerful features cater directly to the unique needs of the financial advising industry.
RightCapital is an advanced SaaS solution specifically designed for financial advisors. It offers a comprehensive suite of tools that simplifies financial planning, enhances client engagement, and helps advisors scale their business efficiently. Its user-friendly interface and powerful features cater directly to the unique needs of the financial advising industry.
CLIENT ENGAGEMENT PRO
TAILORED SOLUTIONS

Best for teams that are

  • Advisors serving Gen X/Y clients with student loan needs
  • Firms seeking a cost-effective, modern planning alternative
  • Advisors focusing on tax planning and Roth conversions

Skip if

  • Advisors focused exclusively on ultra-complex estate cash flows
  • Users preferring legacy, detailed cash-flow ledger interfaces
  • Firms needing the most granular cash-flow reports available

Expert Take

Our analysis shows RightCapital effectively bridges the gap between complexity and usability, achieving the highest advisor satisfaction ratings in the industry (8.7/10). Research indicates it is particularly strong in tax planning—specifically Roth conversion strategies—and student loan analysis, features often lacking in legacy platforms. While it may not match the granular estate planning depth of eMoney for ultra-wealthy clients, its transparent pricing and modern interface make it the superior choice for growth-focused firms.

Pros

  • Highest advisor satisfaction rating (8.7/10)
  • Specialized student loan planning module
  • Advanced tax-efficient distribution strategies
  • Transparent, published pricing tiers
  • Modern, intuitive user interface

Cons

  • Limited UHNW estate planning tools
  • Lower integration depth score
  • Support hours end 6pm EST
  • Annual commitment required first year
  • Fewer granular cash flow controls
7
Expert Score
9.1 / 10
626
123
7
Morgan Stanley Online Financial Tools
9.1

Morgan Stanley Online Financial Tools

Morgan Stanley Online Financial Tools
View Website
Morgan Stanley's Online Financial Tools are designed specifically for financial advisors. They provide comprehensive wealth management advice and tools that aid in achieving client's financial goals. The solution is designed to handle external accounts, making it ideal for financial advisors managing diverse portfolios.
Morgan Stanley's Online Financial Tools are designed specifically for financial advisors. They provide comprehensive wealth management advice and tools that aid in achieving client's financial goals. The solution is designed to handle external accounts, making it ideal for financial advisors managing diverse portfolios.

Best for teams that are

  • Morgan Stanley financial advisors and their clients
  • HNW clients within the Morgan Stanley ecosystem
  • Advisors wanting proprietary risk analysis tools like Aladdin

Skip if

  • Independent advisors or RIAs (proprietary access)
  • DIY investors seeking third-party tools without an advisor
  • Advisors at competing broker-dealers

Expert Take

Our analysis shows that Morgan Stanley distinguishes itself by democratizing institutional-grade technology for wealth management clients. Research indicates the Portfolio Risk Platform, powered by BlackRock's Aladdin, offers sophisticated stress-testing capabilities that go far beyond standard retail tools. Additionally, the Goals Planning System (GPS) effectively integrates real-time data from the Total Wealth View to track progress against life goals. While regulatory penalties for data handling are a documented concern, the sheer depth of the planning and risk analysis tools remains a market-leading strength.

Pros

  • Institutional-grade risk analytics (Aladdin)
  • Total Wealth View aggregates external accounts
  • VoiceID biometric security for phone support
  • Comprehensive Goals Planning System (GPS)
  • Seamless integration with banking services

Cons

  • History of significant data disposal fines
  • Android app 'gray screen' login issues
  • Access Investing robo-advisor discontinuing 2026
  • Wrap fee transparency issues in past
  • High fees for full advisory services
8
Expert Score
8.9 / 10
539
133
USER-FRIENDLY CHAMPION
SCALABILITY EXPERT
8
LPL Wealth Management Tools
8.9

LPL Wealth Management Tools

LPL Wealth Management Tools
View Website
LPL Financial provides comprehensive investment management solutions specifically designed for financial advisors. It offers the flexibility to tailor portfolios to individual needs, ensuring advisors can deliver personalized services to their clients. Its robust tools cover all aspects of wealth management, from portfolio management to comprehensive reporting.
LPL Financial provides comprehensive investment management solutions specifically designed for financial advisors. It offers the flexibility to tailor portfolios to individual needs, ensuring advisors can deliver personalized services to their clients. Its robust tools cover all aspects of wealth management, from portfolio management to comprehensive reporting.
USER-FRIENDLY CHAMPION
SCALABILITY EXPERT

Best for teams that are

  • Financial advisors affiliated with LPL Financial
  • Advisors wanting an integrated ecosystem (trading, CRM, reporting)
  • Professionals seeking a supported, broker-dealer specific platform

Skip if

  • Independent RIAs not affiliated with LPL
  • Advisors seeking a fully custodian-agnostic tech stack
  • Firms wanting to self-host their technology infrastructure

Expert Take

LPL Financial's wealth management tools are a boon for financial advisors. They offer an all-encompassing solution, providing advisors with the ability to create custom portfolios, generate detailed reports, and manage wealth effectively. Its industry-specific features make it a powerful tool for financial advisors, enabling them to deliver superior service to their clients. The software is backed by robust support, ensuring advisors have the assistance they need to make the most of its features.

Pros

  • Industry-specific features
  • Tailored portfolio creation
  • Comprehensive reporting
  • Robust support system

Cons

  • Pricing information not readily available
  • May be overwhelming for beginners
  • Complex interface
9
Expert Score
8.8 / 10
564
127
INTERACTIVE WEALTH TOOLS
9
Wealthbox CRM for Financial Advisors
8.8

Wealthbox CRM for Financial Advisors

Wealthbox CRM for Financial Advisors
View Website
Wealthbox is a highly tailored CRM and AI workspace designed specifically for financial advisors. It offers an easy-to-use, social, and collaborative platform that fulfills the unique needs of wealth management professionals, helping them to streamline their advisory practice and enhance client relationships.
Wealthbox is a highly tailored CRM and AI workspace designed specifically for financial advisors. It offers an easy-to-use, social, and collaborative platform that fulfills the unique needs of wealth management professionals, helping them to streamline their advisory practice and enhance client relationships.
INTERACTIVE WEALTH TOOLS

Best for teams that are

  • Solo to mid-sized RIAs needing quick implementation
  • Teams valuing a modern, social-style user interface
  • Advisors wanting a CRM that requires no extensive training

Skip if

  • Large enterprises requiring complex, custom programmable workflows
  • Firms needing extensive offline capabilities or heavy customization
  • Organizations requiring deep, enterprise-grade permission hierarchies

Expert Take

Wealthbox is truly a game-changer in the financial advisory industry. Its innovative use of AI technology and a collaborative workspace empowers advisors to track and manage their client relationships more effectively. The platform's simplicity and social features make it an engaging and user-friendly tool. Moreover, it's specifically tailored to meet the nuances of wealth management, making it a compelling choice for industry professionals.

Pros

  • Designed for financial advisors
  • AI-powered features
  • Collaborative workspace
  • Easy-to-use interface
  • Integration with popular tools

Cons

  • No free trial available
  • Limited customization options
10
Expert Score
8.4 / 10
358
81
10
Salesforce Wealth Management Software
8.4

Salesforce Wealth Management Software

Salesforce Wealth Management Software
View Website
Salesforce Wealth Management Software is a tailored SaaS solution for financial advisors, designed to streamline client engagement and improve productivity. It provides industry-specific tools for efficient account management and data analysis, helping advisors to deliver personalized advice and services.
Salesforce Wealth Management Software is a tailored SaaS solution for financial advisors, designed to streamline client engagement and improve productivity. It provides industry-specific tools for efficient account management and data analysis, helping advisors to deliver personalized advice and services.

Best for teams that are

  • Large enterprises requiring deep customization and scalability
  • Firms with dedicated IT teams to manage complex setups
  • Organizations needing extensive third-party integrations

Skip if

  • Small firms or solo advisors with limited budgets
  • Users seeking a plug-and-play solution with no learning curve
  • Advisors who do not need complex data modeling

Expert Take

Salesforce's Wealth Management Software is a game-changer for financial advisors. It addresses the specific challenges of the industry, such as managing complex financial data and enhancing client relationships. With its powerful CRM, it allows advisors to offer personalized insights, improving client satisfaction and retention. Additionally, it streamlines operations, enabling advisors to focus on strategic matters rather than time-consuming administrative tasks.

Pros

  • Industry-specific features
  • Robust data analysis
  • Personalized client engagement tools
  • Improved productivity
  • Seamless integrations

Cons

  • Complex setup process
  • Costly for small businesses
  • Requires training to fully utilize

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Flourish for Financial Advisors
No No Contact for trial No No Email/Ticket only Not specified Limited integrations No Contact for pricing
2 eMoney Advisor
Yes No Contact for trial No Enterprise API only No SOC 2 Salesforce, Redtail, Orion Yes Contact for pricing
3 Addepar Wealth Management
No No Contact for trial No Enterprise API only No SOC 2 Salesforce, Redtail, Orion Yes Contact for pricing
4 AdvisorEngine Wealth Management
Yes No Contact for trial No No No Not specified Salesforce, Redtail, Orion Yes Contact for pricing
5 Pontera Financial Advisor Software
No No Contact for trial No No Email/Ticket only Not specified Limited integrations No Contact for pricing
6 RightCapital Financial Software
Yes No Yes - 14 days No No Yes Not specified Redtail, Salesforce, Orion No Contact for pricing
7 Morgan Stanley Online Financial Tools
Yes No Contact for trial No No No Not specified Limited integrations Yes Contact for pricing
8 LPL Wealth Management Tools
No No Contact for trial No No Email/Ticket only Not specified Limited integrations No Contact for pricing
9 Wealthbox CRM for Financial Advisors
Yes No No Yes Yes Yes Not specified Slack, Zapier, Google Workspace Yes $35/month
10 Salesforce Wealth Management Software
Yes No Contact for trial Yes Yes Yes Both Slack, Google Workspace, Microsoft 365 Yes Contact for pricing
1

Flourish for Financial Advisors

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
2

eMoney Advisor

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
No
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Redtail, Orion
Supports SSO
Yes
Starting Price
Contact for pricing
3

Addepar Wealth Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
No
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Redtail, Orion
Supports SSO
Yes
Starting Price
Contact for pricing
4

AdvisorEngine Wealth Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
No
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Redtail, Orion
Supports SSO
Yes
Starting Price
Contact for pricing
5

Pontera Financial Advisor Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
6

RightCapital Financial Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Redtail, Salesforce, Orion
Supports SSO
No
Starting Price
Contact for pricing
7

Morgan Stanley Online Financial Tools

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
No
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
Yes
Starting Price
Contact for pricing
8

LPL Wealth Management Tools

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
9

Wealthbox CRM for Financial Advisors

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Zapier, Google Workspace
Supports SSO
Yes
Starting Price
$35/month
10

Salesforce Wealth Management Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In the evaluation of account management software for financial advisors, key factors considered included core specifications, feature sets, customer reviews, and overall ratings from a range of credible sources. The selection process specifically took into account critical considerations such as compliance with financial regulations, ease of integration with existing systems, user interface design, and customer support services, which are vital for financial advisory practices. Rankings were determined by analyzing comparative data on software performance, customer feedback indicating user satisfaction, and assessing the price-to-value ratio to ensure that advisors receive comprehensive tools that justify their investment.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of features tailored for financial advisors.
  • Selection criteria focus on key functionalities and compliance requirements unique to account management software.
  • Comparison methodology analyzes customer feedback and expert reviews to ensure informed recommendations.

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Score Breakdown

0.0 / 10

What This Award Means