Financial Services & Insurance · 9 categories

Wealth & Advisor Technology

Wealth and advisor technology is the software stack independent advisors, RIAs, and wealth management firms use to manage client portfolios, provide financial planning, handle billing and reporting, stay compliant with regulators, and communicate with clients through portals and digital onboarding tools.

Last assessed August 2026 · re-scored quarterly via The Continuum.

Categories in Wealth & Advisor Technology

Build or buy Advisor Estate Planning Software? Build or buy Advisor Tax Planning Software? Build or buy Direct Indexing & Tax-Loss Harvesting Overlay? Build or buy Held-Away Account Management & Outside-Asset Aggregation (Advisor)? Build or buy Investment Performance Reporting & Attribution (GIPS)? Build or buy Portfolio Rebalancing & Trade Order Generation (Advisor)? Build or buy Risk Tolerance Profiling & Investment Proposal Generation? Build or buy Trust Accounting & Trust Operations Software? Build or buy Wealth Management Platform?

More in Financial Services & Insurance

Insurance Rating, Quoting & Distribution Crypto & Digital Asset Infrastructure Lending & Loan Origination InsurTech & MGA Platform Infrastructure Insurance Claims Management Private Markets & Alternative Investments Core Banking & Digital Account Platforms Loan Servicing & Collections
Every category is scored on two axes, strategic differentiation and AI feasibility, and classified Build, Buy, Bridge, or Beware. See the full B4 framework.

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