Side by Side Comparisons
For Advisors & Planners
For Wealth Platforms
For Investment Managers
Best for:
Best for:
Best for:
Total AUM/AUA range:
Total AUM/AUA range:
Total AUM/AUA range:
RIAs and private wealth managers primarily billing and invoicing private wealth clients.
Multi-party billing relationships, including billing of end-client retail accounts, and calculation of payouts to advisors, third-party managers, and other payees.
Investment managers primarily billing and invoicing institutional investors.
Known for:
Known for:
Known for: