Top 10 Simplewealth Alternatives & Competitors

Top 10 Alternatives to Simplewealth Recently Reviewed By G2 Community

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AdvisorEngine
By AdvisorEngine
4.2/5
(10)
Product Description
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
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Categories in common with Simplewealth:
Robo-Advisory

VestmarkONE
By Vestmark
4/5
(1)
Product Description
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
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Categories in common with Simplewealth:
Robo-Advisory

T-Advisor
By Techrules
4.5/5
(1)
Product Description
T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.
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Categories in common with Simplewealth:
Robo-Advisory
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Scalable
By Scalable Capital
3.5/5
(1)
Product Description
Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.
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Categories in common with Simplewealth:
Robo-Advisory

RobotFX Fluid
By RobotFX
4/5
(1)
Product Description
RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.
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Categories in common with Simplewealth:
Robo-Advisory

Bambu
By Bambu
5/5
(1)
Product Description
Bambu is a leading global provider of robo-advisory technology for businesses of every size and industry, from finance to commercial or even new disruptors, transforming the digital wealth space. It enables businesses to make saving and investing more straightforward and intelligent for their clients.
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Categories in common with Simplewealth:
Robo-Advisory

WeAdvise
By WeAdvise AG
Product Description
B2B white-label robo advisory is an integrate solution for digital and hybrid business models.
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Categories in common with Simplewealth:
Robo-Advisory

Nirvana Systems, Inc.
By Nirvana Systems
Product Description
OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.
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Categories in common with Simplewealth:
Robo-Advisory

WealthFy
By Valuefy Solutions
Product Description
Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle.
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Categories in common with Simplewealth:
Robo-Advisory

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

• Easily shop for curated – and trusted – software
• Own your own software buying journey
• Discover exclusive deals on software

See Exclusive Offers