Portfolio & Custody Software
14 tools analyzed across 1,311 RIA firms. 1.2% category penetration in our dataset.
All Portfolio & Custody Products
Sorted by AdoptionSchwab
Schwab: Custody, Trading, and Technology for RIAs.
Orion Portfolio Solutions
Orion: Portfolio Management, Trading, and Client Experience.
Fidelity
Empowering RIAs with custody, trading, and support.
Envestnet Tamarac
Tamarac: Integrated technology for RIA growth.
Vi4
Empowering RIAs with intelligent portfolio management and reporting.
Pershing
Clearing and custody solutions for modern wealth management.
Addepar
Addepar: Holistic portfolio management and performance reporting.
SS&C Black Diamond
Comprehensive wealth platform for performance reporting and client management.
Altruist
Modern portfolio management and custody for RIAs.
Betterment
Smarter investing, simplified. Powering RIA growth.
WealthArc
Consolidated portfolio data. Empowering RIAs to thrive.
XLR8
XLR8: Accelerate your portfolio management and trading.
Jump
Jump: Streamline your portfolio management and reporting.
Personal Fund
Personalized portfolio tracking and performance reporting.