Top Rated WealthFy Alternatives
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There are not enough reviews of WealthFy for G2 to provide buying insight. Below are some alternatives with more reviews:
1
AdvisorEngine
4.2
(10)
Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
2
Bambu
5.0
(1)
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.
3
WeAdvise
(0)
B2B white-label robo advisory is an integrate solution for digital and hybrid business models.
4
Empirica RoboAdvisor
(0)
An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.
5
Ways2Wealth
(0)
Ways2Wealth is a proprietary solution which helps investors to build their portfolio with the help of robo advisors. It provides building the portfolio for free.
6
VestmarkONE
4.0
(1)
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.
7
T-Advisor
4.5
(1)
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.
8
Jemstep
5.0
(1)
Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.
9
RobotFX Fluid
4.0
(1)
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.
10
Scalable
3.5
(1)
Personalised, globally diversified and fully managed portfolio. Optimise your portfolio and monitor risk based on the latest quantitative research.
