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WealthArc Alternatives & Competitors

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Top Alternatives to WealthArc

  • Robinhood
  • Riskalyze
  • HiddenLevers
  • Acorns
  • Backstop Solutions Suite

Top 20 Alternatives & Competitors to WealthArc

Browse options below. Based on reviewer data you can see how WealthArc stacks up to the competition, check reviews from current & previous users in industries like #<Competitors::ProgrammaticText::Description::NullFilters:0x00007f65ade729c0>, and find the best product for your business.
    #1
  1. Robinhood

    (69)4.4 out of 5
  2. Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.

    Categories in common with WealthArc:
    UL
    I am new to the stock market so the simple and user friendly UI is perfect for me.
    #2
  3. Riskalyze

    (42)4.2 out of 5
  4. Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.

    Categories in common with WealthArc:
    UF
    It is impressive the analytical quality of the assets safeguard worked by Riskalyze's programming, a fully functional software to equip with precise tools your commercial operations, where their...Read more
    18%   of software applications aren't well liked by teams using them.
    Find out how your team feels about your stack with G2 Pulse Surveys.
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    #3
  5. HiddenLevers

    (34)4.5 out of 5
  6. Explain Risk. Engage Clients.From Hello-to-Close.

    Categories in common with WealthArc:
    MH
    HiddenLevers has been an integral part of our process to ensure that client's portfolios are in line with their risk tolerance, time horizon, and goals. Reports produced by HiddenLevers are...Read more
    #4
  7. Acorns

    (29)4.5 out of 5
  8. Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then spend money like you normally do to watch your portfolio grow with the market. It's easy to get started when you can invest any amount, any time with no commissions or minimums.

    Categories in common with WealthArc:
    UI
    I like that I don’t have to do a lot of the work. For example, I can see in the app that linking my bank account enables an easy transfer.
    #5
  9. Backstop Solutions Suite

    (21)4.7 out of 5
  10. Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms

    Categories in common with WealthArc:
    AV
    It was customized to meet the needs of the Company.
    #6
  11. eMoney

    (20)4.5 out of 5
  12. Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

    Categories in common with WealthArc:
    UF
    EMoney is a very robust software that our clients love to use.
    #7
  13. Seeking Alpha

    (19)4.0 out of 5
  14. Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.

    Categories in common with WealthArc:
    UF
    the ease at which you can navigate this site. very easy to understand and tremendous information.
    #8
  15. SimCorp Dimension

    (19)4.4 out of 5
  16. SimCorps portfolio management software gives you real-time investment management analytics and data to help improve decision making. From front to back, our product portfolio delivers the resources you need to manage and optimize your investment performance and increase your operational agility.

    Categories in common with WealthArc:
    UF
    User friendly to access and there are various things to expand.
    #9
  17. Morningstar Advisor Workstation

    (19)4.0 out of 5
  18. Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.

    Categories in common with WealthArc:
    UF
    Easy to use interface with numerous helpful filters - can really customize to your liking
    #10
  19. Morningstar Office

    (14)4.0 out of 5
  20. Morningstar Office SMCloud, the new web-based platform for modern advisors.

    Categories in common with WealthArc:
    Michael O.
    MO
    This has great tools for analysis on portfolios.
    #11
  21. Morningstar Direct

    (10)4.1 out of 5
  22. Our web-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.

    Categories in common with WealthArc:
    Francisco L.
    FL
    All the data of funds, ETFs and their look through.
    #12
  23. Dynamo

    (9)3.6 out of 5
  24. We have served the alternative assets industry with intuitive, highly configurable CRM software and online reporting systems for over 17 years.

    Categories in common with WealthArc:
    UC
    The best thing about dynamo is its connectivity with Revit.
    #13
  25. Ziggma

    (9)4.9 out of 5
  26. Ziggma is the web-based investment portfolio management software that makes investing easy for experts and beginners alike. * Much of Ziggma tools are completely free. - Portfolio Builder - Investment Portfolio Tracker - Portfolio Analytics - Multi Asset Screener - Company Portfolio - Model Portfolios Connect your investment account to Ziggma to benefit from our comprehensive portfolio management solution. You can also start from one of our model portfolios or import your yahoo portfolios. * Why Ziggma? - Intuitive portfolio visuals convey information more effectively - Innovative monitoring tools to free up your time - Link your investment account to Ziggma to stay on top of your portfolio - Market-leading financial data and performance scores for stock research - Use our model portfolios to benchmark and find inspiration

    Categories in common with WealthArc:
    UI
    I was able to connect my accounts right away and within seconds I was able to see my portfolio, diversification, and risk.
    #14
  27. fi360 Toolkit

    (6)4.3 out of 5
  28. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with WealthArc:
    CA
    Good information. There was a good amount of detailed information about retirement plans and products
    #15
  29. Pershing Financial Services

    (3)3.8 out of 5
  30. NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

    Categories in common with WealthArc:
    Seth L.
    SL
    I like the mobile app for my ipad and iphone
    #16
  31. Advent Portfolio Exchange (APX)

    (3)3.2 out of 5
  32. Advent Portfolio Exchange is the integrated portfolio and client management solution that puts everyone in your firm from executives to portfolio managers to operations on the same platform and on the same page.

    Categories in common with WealthArc:
    Alexandra R.
    AR
    I think that there’s a lot of thought put into how the place the data and show fields across the board. Searching is quite intuitive.
    #17
  33. Croesus Advisor

    (3)3.3 out of 5
  34. Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure.

    Categories in common with WealthArc:
    UH
    I like the visual appearance, it is very user-friendly.
    #18
  35. Betterment

    (2)4.0 out of 5
  36. Betterment is an independent online financial advisor. Betterment gives personalized, fiduciary advice for retirement planning, building wealth, and other financial goals. Then, invest money, working to lower taxes and increase long-term returns.

    Categories in common with WealthArc:
    Justin C.
    JC
    Automated rebalancing, tax loss harvesting, tax-coordinated portfolio feature, low costs, index fund approach, fractional ETF shares, incredible user interface. Clients love the mobile app. All in...Read more
    #19
  37. EquityEffect

    (2)3.5 out of 5
  38. TruEquity is a cap table management software designed to track and manage shares, convertible notes, warrants, options and secondary transactions.

    Categories in common with WealthArc:
    AI
    The Dashboard and Cap Table graphics render quickly and are very helpful. The customer support is excellent and friendly.
    #20
  39. Morningstar Total Rebalance Expert (tRx)

    (2)3.8 out of 5
  40. TRX is a rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).

    Categories in common with WealthArc:
    UI
    The system is very intuitive and I don't have questions about how to place trades.