Aite Matrix: RIA Portfolio Management and Reporting Systems

An estimated US$1.4 billion will be spent in 2023 on the advisor portfolio management and reporting systems market.

May 11, 2023 – With heterogenous new technology solutions on the market or coming to market, registered investment advisors (RIAs) are in a better position than ever to be trustworthy and fiduciary-oriented confidants to private clients. However, the RIA market is growing, noisy, highly regulated, random, and rather unpredictable, leaving substantial potential for market penetration.

Leveraging the Aite Matrix, a proprietary Aite-Novarica Group vendor assessment framework, this Impact Report evaluates the overall competitive position of seven vendors, focusing on vendor stability, client strength, product features, and client services. This report profiles Addepar, Broadridge, Envestnet, InvestCloud, Morningstar Wealth, Orion Advisor Solutions, and SS&C.

Clients of Aite-Novarica Group’s Wealth Management service can download this report.

This report mentions 4u, 8VC, Acervus Securities, Advisor360°, AdvisorNet Wealth Management, Advisors Excel, Amazon Web Services, Ameriprise, Apex Fintech Solutions, Asset-Map, AssetCo, Atria Wealth Solutions, Avior Wealth Management, BISA, BlackRock, BNP Paribas, BNY Mellon, Bouvel Investment Partners, BridgeFT, Brightwater Advisory, Buckingham Asset Management, Buckingham Strategic Wealth, CAIS, Carson, Cetera, Charles Schwab, Citi, Clarity AI, D1 Capital Partners, DPL Financial Partners, Ebix Smart Office, eMoney, Equitable, FactSet, Fidelity, Fieldpoint Private Bank and Trust, Financial Legacy Associates, First Rate, Flyer, FNZ, Focus Financial Partners, Genstar Capital, HiddenLevers, Hixon Zuercher Capital Management, HSBC, iCapital, JPMorgan Chase, J.R. Prunier Capital Management, Junxure, Kestra, Klaas Financial, kwant, Laserfiche, LibertyFi, Libretto, LifeLock, LifeYield, LPL, Mariner, Masttro, Merrill Private Wealth Management, MML Investors Services, Money Concepts, MoneyGuidePro, Moneytree, Morgan Stanley, MSCI, MUFG, MyVest, NaviPlan by Advicent, Northern Trust, Okta, Parallel Financial, PCR, Pershing, Plaid, Pontera, Portfolio Solutions, Practifi, Praemium, Private Wealth Systems, Rathbones, RBC, Redtail, RFG, RIA In a Box, RightCapital, Riskalyze, RPM Capital Management, S&P, Salesforce, Schwab, SMArtX, Snappy Kraken, South Bay Financial Partners, Stifel Financial Corporation, TA Associates, Tamarac, TD Ameritrade, Triad Hybrid Solutions, UBS, Valor Equity Partners, VP Bank, Wealth Access, Wealthbox, WestCap Group, Westwood, William Blair, and YCharts.

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