This research will save your team weeks in determining if one of these wealth platform is a prospective fit for your firm.

This report contains deep analysis of the leading wealth platforms, including:

• Addepar
• Advisor360°
• AdvisorEngine
• Advyzon
• D1g1t
• Envestnet
• Masttro
• Orion
• Private Wealth Systems
• SS&C Black Diamond

This comprehensive research report is designed to educate wealth management buyers, providing an in-depth examination of the top 10 wealth platforms serving the community.