Top 10 Wealth Management Solution Companies - 2020- Companies
WealthCounsel: The Key to Efficient Estate Planning and Business Law

Top 10 Wealth Management Solution Companies - 2020

No industry can escape digital disruption, especially not wealth management. Today’s clients expect a whole new kind of experience that’s more informed, more personalized, more transparent, and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights and transform their businesses from front to back and strive for operational excellence—and many won’t go at it alone.

When it comes to core wealth management, timings, data, and analysis are three crucial factors. In that regard, digital solutions have proficiently affected traditional wealth management systems. Wealth Management Solution Providers presents wealth management software for agencies, accountants, investors, and even commoners to employ. These sophisticated wealth management systems are intended to help them devise fitting speculation and retirement plans and draw customers better. As the markets expand, there are thousands of wealth management software available. But amidst a sea of such companies, how to find the best one? For such users, our listed wealth management solutions with vendor details, and client reviews will help you to analyze and choose the best-fit.

To help companies navigate through the best-of-breed Wealth Management Solutions, Capital Markets CIO Outlook has compiled a list of “Top 10 Wealth Management Solution Providers 2020.” The enlisted organizations are transforming wealth management operations and processes at the intersection of various disruptive technologies. We hope this edition of Capital Markets CIO Outlook helps you build the partnership to boost productivity and efficiency.

We present to you, Capital Markets CIO Outlook’s “Top 10 Wealth Management Solution Providers - 2020.”

  • Top Wealth Management Solution Companies

  • Shalebox is one of the leading companies that provides wealth managers and their clients with tools, data, and resources to manage real assets effectively. The Texas-based company also offers valuation and portfolio management software, which helps wealth managers to operate deep integrated analytics based on multiple data sources.Shalebox puts forward an easy-access tool for the wealth managers. This tool allows wealth managers to have a competitive edge over others and efficiently manages their clients' assets. A team of real asset specialists also helps the clients of wealth managers diversify the portfolio and personalize them

  • Founded by attorneys for attorneys, WealthCounsel provides estate planning and business law attorneys automated drafting, learning, and practice building solutions. The company may be best known for their superior automated document drafting software for estate planning and business law with Wealth Docx®, Gun Docx®, and Business Docx®. This year, they launched a streamlined solution for trust administration, Wealth Tracx™, with outstanding success. In addition, WealthCounsel provides continuing legal education, a strong community of thousands of attorneys, and thoughtful analysis on legal topics and breaking industry news

  • First Rate

    First Rate

    First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry

  • FIS


    FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help our clients run, grow and achieve more for their business

  • Fiserv


    Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. "Global technology provider serving the financial services industry, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization"

  • Mink Wealth Management

    Mink Wealth Management

    Mink Wealth is a trusted wealth management firm with decades of collective experience in the industry. The firm is able to address all aspects of financial planning, investment management, tax & estate planning, retirement planning, and more. The team at Mink Wealth Management are passionate about assisting clients with their financial goals. We individually assess your unique financial circumstances and develop strategies that are customized to your needs

  • SimCorp


    SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Provide the most integrated system for the world’s most successful investment managers, enabling you to get a real-time overview of your entire business in one system

  • VeriPark


    VeriPark is a global solutions provider enabling financial institutions to become digital leaders with its Intelligent Customer Experience suite. With its main offices located in the United States, United Kingdom, Europe, Asia, Africa and the Middle East, VeriPark is helping financial institutions to enhance their customer acquisition, retention and cross-sell capabilities by providing proven, secure and scalable Customer Relationship Management, Omni-Channel Delivery, Branch Automation, Loan Origination, Next Best Action (leveraging the power of Azure machine learning) solutions. VeriPark works collaboratively with clients to develop innovative technology strategies and solutions, which touch millions of people every day, and bring the promise of digital transformation to life

  • Vestmark


    Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients'​ portfolios using an innovative SaaS ecosystem

  • YCharts


    "A cloud-based financial data platform to help investors track markets and make better business decisions". YCharts was founded in 2009 to democratize investment research. As we continue to build a powerful and intuitive tool, we’re quickly outgrowing our name, but not our mission