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Emerging Category
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Portfolio & Custody Software

14 tools analyzed across 1,311 RIA firms. 1.2% category penetration in our dataset.

14
Products
1,311
Firms Using
1.2%
Penetration
10
Graded

All Portfolio & Custody Products

Sorted by Adoption
#1
Schwab logoS

Schwab

Schwab: Custody, Trading, and Technology for RIAs.

Adoption569 firms
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#2
Orion Portfolio Solutions logoO

Orion Portfolio Solutions

A
AI

Orion: Portfolio Management, Trading, and Client Experience.

Adoption245 firms
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#3
Fidelity logoF

Fidelity

Empowering RIAs with custody, trading, and support.

Adoption218 firms
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Envestnet Tamarac logoE

Envestnet Tamarac

A

Tamarac: Integrated technology for RIA growth.

Adoption188 firms
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Vi4 logoV

Vi4

B+

Empowering RIAs with intelligent portfolio management and reporting.

Adoption104 firms
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Pershing logoP

Pershing

Clearing and custody solutions for modern wealth management.

Adoption91 firms
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Addepar logoA

Addepar

B+
AI

Addepar: Holistic portfolio management and performance reporting.

Adoption90 firms
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SS&C Black Diamond logoS

SS&C Black Diamond

B+

Comprehensive wealth platform for performance reporting and client management.

Adoption71 firms
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Altruist logoA

Altruist

A

Modern portfolio management and custody for RIAs.

Adoption39 firms
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Betterment logoB

Betterment

B+

Smarter investing, simplified. Powering RIA growth.

Adoption37 firms
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WealthArc logoW

WealthArc

B+

Consolidated portfolio data. Empowering RIAs to thrive.

Adoption13 firms
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XLR8 logoX

XLR8

F

XLR8: Accelerate your portfolio management and trading.

Adoption8 firms
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Jump logoJ

Jump

Jump: Streamline your portfolio management and reporting.

AdoptionN/A
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Personal Fund logoP

Personal Fund

B+

Personalized portfolio tracking and performance reporting.

AdoptionN/A
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Category Intelligence

Market Maturity
Emerging Category
Penetration Rate
1.2%
AI Capability
14% of products
Competitive Density
14 vendors competing

Related Categories

Business DevelopmentClient EngagementCRMFinancial PlanningInvestment ManagementMarketing & GrowthOperationsRisk & Compliance

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