Tag RIA Software

Guide

7 Best Portfolio Management and Reporting Software for RIAs in 2026

The best portfolio management software for RIAs depends on firm size, asset complexity, and custodian mix. For most independent RIAs under $1B AUM, Orion or Tamarac deliver the deepest combination of billing, rebalancing, and reporting in a single contract. RIAs…

Sarah Whitmore
September 8, 2026

Guide

7 Best Estate Planning Software Platforms for Financial Advisors in 2026

The seven strongest estate planning software platforms for financial advisors are Vanilla, Wealth.com, Luminary, FP Alpha, Helios, Carries, and Wealth.com’s advanced tax module. Vanilla leads on trust visualization and AI-driven document extraction. Wealth.com leads on unified wealth-transfer planning for RIAs…

Marcus Bennett
September 8, 2026

7 Best Portfolio Management and Reporting Software for RIAs in 2026

7 Best Estate Planning Software Platforms for Financial Advisors in 2026

Trending now