10 Best Wealth Management Software for 2025

In 2025, wealth managers face more complexity than ever — fluctuating markets, evolving client expectations, and an explosion of new investment opportunities. The right wealth management software can be the difference between staying ahead of market shifts and scrambling to keep up.

Today’s leading tools go beyond simple portfolio tracking. Many integrate AI-driven insights, predictive analytics, and automated workflows to help you identify growth opportunities, mitigate risks, and provide clients with highly personalized advice.

Let’s look at the best wealth management software that can help you build high-net-worth client relationships, offer smarter portfolio guidance, and grow AUM. 

What is wealth management software?

Wealth management software is a tool that helps financial advisors and firms source new clients, manage portfolios, track investments, and build personalized financial strategies. Rather than relying on a single platform, most wealth management teams use multiple tools in parallel, each addressing a different part of the sourcing and client lifecycle process.

The best solutions combine:

• Lead generation capabilities to spot high-net-worth prospects earlier 
• Portfolio management for tracking performance
• CRM integrations to manage client relationships
• Risk assessment tools to evaluate exposure
• Predictive analytics  for data-driven decisions and forecasting
  

By unifying these capabilities, wealth management software simplifies daily operations and improves client collaboration, giving advisors a clearer view of portfolios and the ability to deliver more confident guidance.

The 10 best wealth management software in 2025

When used together as a part of a tech stack, these platforms can help advisors act before the market moves. Here are the top tools for wealth managers:

1. Crunchbase

Crunchbase gives wealth managers a competitive edge by predicting when private companies are about to get acquired, IPO, raise funding, or grow. Crunchbase’s predictive intelligence helps advisors spot liquidity events and identify high-net-worth prospects earlier, so they can build valuable relationships before competitors even know to reach out. On top of that, Crunchbase helps wealth managers strengthen client portfolio strategy, giving them the foresight into market activity to invest strategically and mitigate risk. 

Available as both a software platform and an API, Crunchbase enables advisors to explore company profiles, track emerging trends, and get instant insight into private company performance. The software integrates seamlessly with CRM systems and analytics tools to support day-to-day workflows, while the API delivers the same AI-powered private market data and predictions into your existing dashboards or models, making it a natural complement to other wealth management platforms in your tech stack.

2. Orion Advisor Tech

Orion Advisor Tech blends portfolio management, financial planning, billing, and trading into one cohesive platform, making it easier for wealth managers to oversee every aspect of client accounts. Its automated rebalancing keeps portfolios aligned with goals, while customizable performance reports and direct indexing enable highly personalized investment strategies. Advisors can offer a seamless, branded client experience through its integrated portal, which strengthens relationships and fosters trust.

3. Envestnet

Envestnet delivers a scalable, enterprise-grade wealth management platform that combines portfolio management, financial planning, and data aggregation. Advisors gain access to a wide range of investment products and advanced analytics for performance tracking, along with robust compliance tools to stay ahead of regulatory requirements. Its seamless integration with leading CRMs allows wealth managers to streamline workflows while expanding their investment offerings.

4.Addepar

Addepar specializes in making complex, multi-asset portfolios easier to understand and manage. It consolidates data from both public and private investments into a single, real-time dashboard, giving wealth managers and clients a clear view of holdings across markets. Its customizable reporting tools make it easy to deliver insights that match each client’s unique needs, while API integrations support advanced analytics and personalized advisory services.

5. Black Diamond Wealth Platform

Black Diamond is known for delivering a client-first wealth management experience through powerful reporting, portfolio monitoring, and collaboration tools. Advisors can create interactive performance reports, share documents securely, and give clients personalized dashboards that foster engagement and transparency. The platform’s integration with leading CRMs ensures all client interactions and portfolio updates remain in sync.

6. Tamarac by Envestnet

Tamarac combines portfolio management, trading, and CRM into a single, unified solution for RIAs and growing advisory firms. Its automated rebalancing tools help maintain portfolio discipline, while built-in compliance features keep firms audit-ready. Advisors can manage client relationships more efficiently by leveraging Tamarac’s deep integration between portfolio data and CRM workflows, enabling a more personalized service experience.

7. eMoney Advisor

eMoney Advisor is a go-to platform for financial planning that emphasizes client engagement alongside robust investment management tools. Its interactive goal tracking and scenario modeling features allow advisors to show clients exactly how financial decisions can shape their futures. A secure document vault and branded client portals make collaboration easier, while the software’s cash flow modeling ensures strategies remain aligned with both short- and long-term objectives.

8. Morningstar Advisor Workstation

Morningstar Advisor Workstation combines research, portfolio analysis, and proposal generation in one platform. Wealth managers can leverage Morningstar’s extensive investment research database to screen and evaluate opportunities, then generate compliance-ready proposals tailored to client goals. The platform’s performance attribution tools and portfolio modeling capabilities make it easier to demonstrate value and maintain transparency with clients.

9. FactSet

FactSet is a research and analytics powerhouse for advisors who want comprehensive market coverage and deep portfolio insights. Its tools enable wealth managers to conduct sophisticated risk analysis, integrate ESG data into investment decisions, and build complex screening models to identify opportunities. With real-time data and customizable dashboards, FactSet supports informed, data-driven portfolio strategies.

10. RightCapital

RightCapital offers a modern approach to financial planning with a user-friendly interface and robust tax planning features. Its visual, interactive plans make complex financial strategies easier for clients to understand, while integrated budgeting and cash flow tools keep both advisors and clients on track. Collaborative features allow advisors to work closely with clients, updating plans in real time as market or life events change.

How to choose the right wealth management software

When evaluating platforms, consider scalability, integration capabilities, data quality, ease of use, and compliance support. The right tool should not only meet your firm’s current needs but also adapt as your client base grows and market conditions evolve. 

Increasingly, leading advisors are also prioritizing solutions that offer predictive intelligence. These tools can provide early signals of opportunity or risk, rather than relying solely on historical performance. This foresight allows you to act before market shifts occur, helping you spot high-net-worth prospects earlier and give existing clients a stronger foundation for long-term success.

The future of wealth management software: AI and predictive analytics

The wealth management industry is moving from a reactive mindset to a proactive one. AI-powered platforms are helping advisors spot emerging opportunities, such as potential funding rounds, acquisitions, IPOs, and market shifts, before they appear in traditional data sources. This predictive intelligence enables wealth managers to anticipate changes, adjust strategies in advance, and provide clients with the confidence that their portfolios are well-positioned for both growth and protection.

By integrating forward-looking insights into your workflow, you can act faster, deliver sharper guidance, and strengthen the relationships that drive long-term success. Learn more about how predictive wealth management can help your team make faster, more confident decisions and grow AUM.