Wealth management and advisory platforms

Software for wealth advisers and banks 7 companies

Advisers use these platforms to bring all a client's holdings into one picture, recommend what to buy and report results.

AddeparAddepar, with engineers in Pune, brings together everything a very rich client owns, from shares to private funds to art, in one picture.PuneHired recently

InvestCloud Inc.InvestCloud, with engineers in Bengaluru, sells the digital wealth platform of banks and advisers.BengaluruHired recently

Advisor360 degAdvisor360°, with engineers in Bengaluru, sells the workstation of American financial advisers and broker-dealers.

Flyer Financial TechnologiesFlyer, a New York company with engineers in Hyderabad, sells cloud trading and portfolio management software to wealth managers.

AlpheyaAlpheya sells the wealth platform of banks in the Gulf.

TandemsTandems, with engineers in Delhi NCR, sells an AI platform that recommends products to advisers and bankers.

InvestwellInvestwell, with engineers in Delhi NCR, sells software to India's mutual fund distributors.

The tech, explainedWealth management platform Wealth aggregation Wealth order management system Mutual fund distributor software

Wealth managers and family-office software 3 companies

Some companies manage wealth for professionals and founders directly. Others sell the accounts system of family offices, the private firms that manage one family's money.

DezervDezerv, with engineers in Bengaluru, manages the investments of India's well-off professionals and founders.BengaluruHired recently

CrestCrest, with engineers in Bengaluru, offers founders and the well-off a family office that several clients share.

UnidelUnidel, with engineers in Mumbai, sells Asset Vantage, the accounting and reporting system of family offices.

The tech, explainedFamily office accounting Portfolio management services (PMS)

How it all worksWealth managementShares, funds, a private stake and flats on one screen.

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What's changing

Advice for people without an adviser.

Good advice has been available mainly to the rich. AI tools can now give personalised advice to people with smaller savings, and advisers are using the same tools to serve many more clients.