Top Wealth Management Platforms

The professional FinCzech team provides consulting and legal support at all stages of fund formation. 

Wealth management platforms play a crucial role in achieving financial success and asset growth, so choosing the best asset management software is an important task.

WealthBlock - presents affordable opportunities for raising private capital and investing in real estate using blockchain technology. Addepar, Inc. - is a cloud-based US-based asset management software platform for RIAs that specializes in data aggregation, analytics and portfolio reporting. It is used primarily by high-net-worth and ultra-wealthy individuals as well as companies. Objectway specializes in providing software solutions for asset and investment management, known for its innovative digital platforms.

Wealth management platform providers include Velmie; Temenos Multifonds; FIS Unity Wealth Platform; Avaloq Wealth; Comarch Wealth and others.

What is a digital asset management platform?

It is a software solution that systematically stores, organizes, manages, retrieves, and distributes a company's digital assets. Digital wealth management platforms provide the latest integrated tools and analytics that enable financial advisors to develop optimal solutions for their clients. Most digital wealth management platforms are cloud-based, ensuring 24/7 access from any internet-connected device. Among the top wealth management platforms are Musttro; Addepar; SS&C Black Diamond; Altoo; Landytech and others.