The Best Wealth Management in 2026

• 17 tools ranked
• Updated Oct 2026
• Researched from official sources
• Compare tools in this directory
• Sponsor this list

We researched wealth management products using vendors’ official websites, including pricing pages, plan tables, and product documentation. Rankings consider the category’s core job, value for money, and verified features. This guide focuses on software that helps financial professionals manage client wealth and portfolios.

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

The full ranking 17 tools, best first

1. 1
   
   Temenos Wealth Front Office 9.1

   Best forBanks needing front-office portfolio management

   A broad wealth front-office system for banks managing portfolios, risk and trading workflows.

   Pricing on request Our Temenos Wealth Front Office verdict → + Compare Visit TemenosFor vendors Sponsor this spot · #1 · $149/mo →
   9.1/10★★★★★

   Visit Temenos
2. 2
   
   Addepar 8.8

   Best forFirms managing complex, alternative-heavy portfolios

   A portfolio platform for firms that need public- and private-asset analysis in one view.

   Pricing on request Our Addepar verdict → + Compare Visit AddeparFor vendors Sponsor this spot · #2 · $99/mo →
   8.8/10★★★★☆

   Visit Addepar
3. 3
   
   Advyzon 8.7

   Best forAdvisors wanting portfolio operations and client tools

   A broad portfolio-operations suite for advisory firms that need trading and client tools.

   Pricing on request Our Advyzon verdict → + Compare Visit AdvyzonFor vendors Sponsor this spot · #3 · $79/mo →
   8.7/10★★★★☆

   Visit Advyzon
4. 4
   
   Masttro 8.6

   Best forFamily offices consolidating complex wealth

   A multi-asset wealth platform for consolidating portfolios, alternatives, and reporting.

   Pricing on request Our Masttro verdict → + Compare Visit MasttroFor vendors Sponsor this spot · #4 · $69/mo →
   8.6/10★★★★☆

   Visit Masttro
5. 5
   
   FundCount 8.5

   Best forFamily offices and fund administrators needing accounting

   Broad portfolio and fund accounting, with annual plans starting at $14,450.

   Our FundCount verdict → + Compare Visit FundCountFor vendors Sponsor this spot · #5 · $59/mo →
   8.5/10★★★★☆

   Visit FundCount
6. 6
   
   Orion Advisor Technology 8.4

   Best forAdvisors seeking an integrated wealth platform

   An integrated advisor platform spanning portfolio operations, planning, trading, and client service.

   • Financial planning
   • Client portal

   Our Orion Advisor Technology verdict → + Compare Visit Orion
   8.4/10★★★★☆

   Visit Orion
7. 7
   
   Avaloq 8.3

   Best forLarge institutions needing wealth and core banking

   Broad front-to-back banking capabilities for institutions managing multiple entities.

   Pricing on request Our Avaloq verdict → + Compare Contact Avaloq
   8.3/10★★★★☆

   Contact Avaloq
8. 8
   
   Croesus Advisor 7.9

   Best forFirms needing portfolio, trading, and billing tools

   A cloud-based portfolio system spanning modeling, trading, performance, risk, billing, and reporting.

   Pricing on request Our Croesus Advisor verdict → + Compare Contact Croesus
   7.9/10★★★★☆

   Contact Croesus
9. 9
   
   Wealth Dynamix 7.9

   Best forWealth firms focused on client lifecycle workflows

   A lifecycle-focused platform for client relationships, onboarding and servicing.

   • Portfolio management
   • Financial planning
   • Portfolio reporting

   Pricing on request Our Wealth Dynamix verdict → + Compare Visit Wealth Dynamix
   7.9/10★★★★☆

   Visit Wealth Dynamix
10. 10
    
    Praemium 7.8

    Best forAdvisers managing complex, mixed portfolios

    Portfolio administration, tax tools and client reporting for advice businesses.

    • Portfolio management
    • Portfolio reporting
    • Custodian integrations

    Pricing on request Our Praemium verdict → + Compare Contact Praemium
    7.8/10★★★★☆

    Contact Praemium
11. 11
    
    WealthSpectrum 7.7

    Best forMulti-asset managers needing accounting and reporting

    Multi-asset accounting and reporting with trading, rebalancing, and client portals.

    Pricing on request Our WealthSpectrum verdict → + Compare Visit WealthSpectrum
    7.7/10★★★★☆

    Visit WealthSpectrum
12. 12
    
    FNZ Portfolio Manager 7.6

    Best forInstitutions managing discretionary portfolios

    A discretionary portfolio solution spanning strategy management, monitoring, and rebalancing.

    Pricing on request Our FNZ Portfolio Manager verdict → + Compare Visit FNZ
    7.6/10★★★★☆

    Visit FNZ
13. 13
    
    SEI Wealth Platform 7.5

    Best forEnterprise teams needing portfolio administration

    An enterprise platform spanning portfolio workflows, investment operations and reporting.

    Pricing on request Our SEI Wealth Platform verdict → + Compare Contact SEI
    7.5/10★★★★☆

    Contact SEI
14. 14
    
    MoneyGuide 7.3

    Best forAdvisors focused on goals-based financial plans

    Goal-centered planning with retirement, tax, cash-flow, and client collaboration tools.

    • Client portal

    Pricing on request Our MoneyGuide verdict → + Compare Visit MoneyGuide
    7.3/10★★★★☆

    Visit MoneyGuide
15. 15
    
    eMoney Advisor 7.2

    Best forAdvisors building comprehensive financial plans

    A planning-focused toolkit for advisors who need goals, cash flow, tax and scenario analysis.

    • Client portal

    Pricing on request Our eMoney Advisor verdict → + Compare Visit eMoney Advisor
    7.2/10★★★★☆

    Visit eMoney Advisor
16. 16
    
    RightCapital 7.1

    Best forAdvisors seeking affordable planning software

    Broad planning tools for advisors, starting at $149.95 per advisor monthly.

    • Client portal

    14-day trial Our RightCapital verdict → + Compare Visit RightCapital
    7.1/10★★★★☆

    Visit RightCapital
17. 17
    
    Advisor360° CRM 7.0

    Best forAdvisors prioritizing CRM and client workflows

    A household-focused advisor CRM with prospect tracking, workflows, and client communications.

    Pricing on request Our Advisor360° CRM verdict → + Compare Visit Advisor360°
    7.0/10★★★★☆

    Visit Advisor360°

No tools match those filters.

Compare at a glance

#	Tool	Paid from	Score
1	Temenos Wealth Front Office		9.1
2	Addepar		8.8
3	Advyzon		8.7
4	Masttro		8.6
5	FundCount	$14,450/yr	8.5
6	Orion Advisor Technology	$13,000/yr	8.4
7	Avaloq		8.3
8	Croesus Advisor		7.9
9	Wealth Dynamix		7.9
10	Praemium		7.8
11	WealthSpectrum		7.7
12	FNZ Portfolio Manager		7.6
13	SEI Wealth Platform		7.5
14	MoneyGuide		7.3
15	eMoney Advisor		7.2
16	RightCapital	$149.95/mo	7.1
17	Advisor360° CRM		7.0

Head-to-head All 22 comparisons →

• Temenos Wealth Front Office vs Addepar
• Temenos Wealth Front Office vs Advyzon
• Temenos Wealth Front Office vs Masttro
• Temenos Wealth Front Office vs FundCount
• Temenos Wealth Front Office vs Orion Advisor Technology
• Temenos Wealth Front Office vs Avaloq
• Temenos Wealth Front Office vs Croesus Advisor
• Addepar vs Advyzon
• Addepar vs Avaloq

How we rank wealth management

Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated 7 Oct 2026 · How we research and update