10+ Best Wealth Management Software for Windows, Mac, Android 2022

10+ Best Wealth Management Software

Today we are living in a wealth-driven world, where wealth matters more than ever. Wealth is defined by Merriam-Webster as the abundance of valuable material resources, and anything that has economic utility or value. It is a known fact that wealth doesn’t come easily unless you are someone with a superpower. Wealth can also be quite challenging to handle and can be overwhelming sometimes. This is where Wealth Management Software comes in handy.

Check on the full article to know more about the software, its benefits, its features, the top 10 software available in the market, and the answers to the frequently asked questions.

1. Crowdsofts

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Rating: 4.5/5

Price: Custom

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2. Foundersuite

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Rating: 4.7/5

Price: $62/Month

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3. StockMarketEye

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Rating: 4.5/5

Price: $74/Year

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4. RealPage IMS

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Rating: 4.6/5

Price: Custom

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5. MRI Software

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Rating: 4.3/5

Price: $120/Month

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6. Stessa

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Rating: 4.8/5

Price: Custom

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7. Juniper Square

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Rating: 4.9/5

Price: Custom

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8. HiddenLevers

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Rating: 4.5/5

Price: $300/Month

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9. AppFolio Investment Management

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Rating: 4.7/5

Price: $600/Month

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10. Carta

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Rating: 4.4/5

Price: $2800/Year

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11. Trademetria

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Rating: 4.7/Month

Price: $19/Month

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What is Wealth Management Software?

Wealth Management Software is used to manage wealth and other financial resources. This software offers solutions for financial planning,  investment advisory, and other financial services. Wealth Management Software helps keep track of the ins and outs of your wealth. This software helps ensure that no loopholes are in your wealth management. This will streamline and automate the wealth management process.

Benefits

Wealth Management Software saves time, effort, and cost. This software ensures the safety and security of your wealth. This will keep everything documented, tracked, and managed. Using this will further improve your wealth handling in order to gain and achieve more.  Wealth Management Software gathers needed data for actionable insights.

Features

Wealth Management Software is equipped with tools and solutions to maximize every use. Among the common ones include:

• Customer Relationship Management
• Portfolio Management
• Finance and Accounting Tools
• Client Portal
• Risk Management
• Data Management

There are more benefits and features present on the list of software platforms below.

Top 10 Software

1. Crowdsofts

A white-label crowdfunding software and high-end crowdfunding solutions are here! Crowdsofts offers guaranteed transparency, powerful analytics, streamlined management, flexible integrations, payment management, tax systems, secondary market, and autoinvestment.

2. Foundersuite

Better way to raise a capital is here at Foundersuite! This software offers investor CRM, investor database, investor updates, start up docs, and founders market. They are used and trusted by growing business including Y Combinator, FundersClub, and TechStars.

3. StockMarket Eye

The portfolio tracking software for investors is here! StockMarket Eye is an easy-to-use portfolio management software that can easily be managed, organize stock watchlist, and view stock charts.

4. RealPage IMS

RealPage Investment Management Software offers an array of solutions including marketing, leasing, resident experience, site management, expense management, vendor management, financial, and sustainability.

5. MRI Software

Transforming the way communities live, work, and play here at MRI Software. This software is a real-estate software and MRI software that offers a variety of solutions and products including property management, investment management, lease management, and so much more.

6. Stessa

Smart accounting software is here! Stessa allows you to track rental performance, automate income and expense tracking, and gathers all finances in one place. Stessa is trusted by BiggerPockets, Forbes, WSJ, and more leading organizations worldwide.

7. Juniper Square

Juniper Square is a modern investment management software. They are highly rated software with features on the portal, CRM, fundraising, reporting, payments, compliance & data security, insights, fund administrations, deal administration, portal boost, and institutional reporting.

8. HiddenLevers

This 300 USD per month software is a portfolio stress testing software, HiddenLevers. This software offers solutions on the advisor platform, AM platform, risk monitor, and API.

9. AppFolio Investment Management

The real estate investment management software you are looking for is here! AppFolio Investment Management delivers a complete platform with CRM, investor portal, investor management, and support.

10. Carta

Simplifying equity with Carta! This software highly rated software can be used for 2800 USD per year. They offer equity management solutions including plans, cap tables, and ESOP valuations.

FAQs

Wealth can be quite challenging and exhausting to manage, so worry no more and use one of the listed Wealth Management Software products above now. See for yourself today!