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Compare the top wealth management platforms for RIAs. In-depth analysis of Investipal, Orion, Black Diamond, Envestnet Tamarac, and Addepar—features, use cases, and which solution fits your firm.
Cameron Howe
Nov 26
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193 articles • Updated regularly
Compare the top portfolio risk management software for RIAs and wealth managers. See features and which tools best fit your practice for monitoring client portfolio risk in real-time.
Industry standard for client onboarding is 1-6 weeks. Top advisors now complete the entire workflow—from statement scanning to compliant proposal delivery—in under 10 minutes. Here's the complete breakdown of how workflow automation is transforming financial advisory.
Plan your 2026 advisor tech budget with data-backed ROI calculations. Industry benchmarks show top-performing RIAs spend 4.2-5% of revenue on technology and see 16.6% AUM growth. See what to invest in first and how to calculate your expected returns.
Bridge the planning-to-portfolio gap with AI-powered goal-based construction. Match client spending needs to optimal allocations for retirees and pre-retirees.
Considering switching from Nitrogen (Riskalyze) to Investipal? This practical migration guide covers everything from exporting client data and risk scores to recreating models and documentation, with timelines, checklists, and managed migration support.
Choosing between Nitrogen and Investipal for your advisory practice? This detailed comparison breaks down risk assessment, proposal generation, compliance automation, and end-to-end workflow capabilities to help you decide which platform fits your firm's needs.
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