Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.
Trading tools help advisors and traders access traditional financial markets, as well as newer opportunities like digital assets. These tools are a core foundation for many firms. The latest advancements in technology are helping to optimise these tools to empower decision making of users. For instance, one-click trading, real-time market data, AI-powered analytics, insight generation and enhanced risk management.
Growing Market Demand for Trading Platforms
Online trading platforms are generating a lot of market hype. The market was valued at $7.1bn in 2024, according to a report from ResearchAndMarkets.com. The report claims the sector will grow at a 5.5% CAGR to reach $9.8bn by 2030.
Why Modern Trading Platforms Matter
Effective trading platforms do more than just support a trade; they also provide the user with additional support capabilities. As trading edges closer towards a future of 24/7 access, a centralised dashboard becomes a vital tool. This will allow users to track multiple assets and markets without needing to switch between platforms.
Similarly, gaining access to real-time market and client data can be invaluable. It ensures an advisor has all the information they need to make the right decisions that align with client goals.
Staying Competitive Through Advanced Trading Tools
Also worth noting is the importance of advanced trading capabilities to stay competitive. The wealth management sector is continues to be highly competitive. Digital-first companies are leveraging the latest advancements in technology to provide clients with optimised, efficient and streamlined capabilities.
Whereas,
Traditional firms can find their legacy infrastructure are roadblock to growth. This means they are failing to adapt and upgrade could cost them clients seeking more powerful capabilities.
The ability to access efficient trading capabilities is vital in the market; here are 9 solutions you should know.
Top 9 Trading Solutions You Should Know
Here are 9 trading platforms that are redefining wealth management in 2025:
Table of Contents
Company Overviews
DriveWealth: Embedded investment technology
Founded: 2012
Subsectors: Investing Tools, Digital Brokerage, Alternative Investment Solutions
Regions of Operations: Global
Who does it serve: Digital wallets, broker-dealers, asset managers, consumer brands, banks
What it does: DriveWealth is a global B2B financial technology platform specialising in Brokerage-as-a-Service. Its scalable infrastructure powers seamless investing and trading experiences for digital wallets, broker-dealers, asset managers, and consumer brands worldwide.
DriveWealth’s APIs offer partners a modern, extensible, and flexible toolkit. It helps to develop everything from traditional investment workflows to innovative techniques. This includes the ability to round up purchases into fractional share ownership. By enabling partners to embed investing into their ecosystems, DriveWealth is redefining access to the global markets for investors.
Key features:
– Brokerage-as-a-Service
– Flexible and extensive APIs
– Self-directed trading tools
Fincite: Digitising wealth management with end-to-end tools
Founded: 2015 
Subsectors: Portfolio Management & Reporting, Investing Tools, Risk Analysis & Management, Financial Planning, Alternative Investment Solutions, Data & Analytics, Financial Services Software, Client Prospecting & Engagement, AI Analytics, Customer Onboarding, Advisor Platform
Regions of Operations: Europe, US
Who does it serve: Private banks, universal banks, family offices, savings banks, financial advisors, broker pools
What it does: fincite is a leading WealthTech company in the European market, dedicated to digitising wealth management. It provides end-to-end digital products for banks, asset managers, wealth managers, and family offices. The offering covers client onboarding, advisory, investment ordering, and reporting.
Its flagship solution, fincite CIOS, enables advisors to consolidate all client wealth within a single application. It offers holistic financial planning across key life stages and enabling comparison of different investment strategies.
fincite offers simple, digital order processing, to help track past and upcoming transactions from advisors or clients. The order book shows all orders made during the consulting process and prepares them for execution. External systems complete or reject orders instantly through a direct link The system updates order statuses constantly.
Key features:
– Digital order execution
– E2E digital asset management
– Centralised order book
Infront: Rapid intelligence. Intuitive Trading
Founded: 1998 
Subsectors: Portfolio Management & Reporting, Investing Tools, Digital Brokerage, Risk Analysis & Management, Compliance & Regulation, Data & Analytics, Financial Services Software
Regions of Operations: DACH, Nordics, Benelux, United Kingdom, Italy
Who does it serve: Wealth management and trading firms
What it does: Infront delivers a comprehensive 360-degree WealthTech solution, seamlessly integrating portfolio and client management into a single, intuitive platform. Infront trading technology ensures smooth and reliable order execution, integrating with execution venues and custodians for a streamlined experience. Advanced data display, analytics, and ESG insights provide real-time market and portfolio overviews. Custom dashboards and visualisation tools are also available.
Key features:
– Tailored Trading UX
– Efficient Order Management
– Advanced Analytics
IntellectAI: The Empowered Relationship Manager
Founded: 2014 
Subsectors: B2B Robo Advisors, B2C Robo Advisors, Digital Retirement Solutions, Portfolio Management & Reporting, Investing Tools, Digital Brokerage, Risk Analysis & Management, Financial Planning, Alternative Investment Solutions, Compliance & Regulation, Data & Analytics, Financial Services Software, Client Prospecting & Engagement
Regions of Operations: Global
Who does it serve: Financial advisors, relationship managers, banks, wealth firms
- What it does: IntellectAI’s WealthForce.AI distinguishes itself within the wealth management ecosystem as more than merely another platform. Constructed on the eMACH.ai architecture—characterised by event-driven, microservices-enabled, API-led and cloud-native, with integrated AI—it provides a revolutionary approach to wealth management.
- This platform facilitates rapid innovation and protects against obsolescence, ensuring banks and wealth firms remain competitive. Key features include pre-packaged AI models that enhance relationship management and decision-making. It also offers hyper personalisation engines that deliver tailored insights for individual client needs, offering bespoke wealth management strategies.
- It also boasts advanced tools, such as Portfolio Attribution and Scenario Analysis, that provide relationship managers with detailed insights into portfolio performance. It offers real-time 360-degree view of clients’ financial positioning and data-driven advisory tools to support tailored engagement
Key features:
– Hyper personalisation
– Scenario analytics
– Enhanced planning and advisory
IRAlogix: Helping clients to say “yes” to any size IRA
Founded: 2015 
Subsectors: B2B Robo Advisors, B2C Robo Advisors, Digital Retirement Solutions, Portfolio Management & Reporting, Investing Tools, Compliance & Regulation, Financial Services Software
Regions of Operations: United States
Who does it serve: Wealth management firms
What it does: IRALOGIX is the leading provider of cloud-native, white-labeled IRA solutions. Financial firms can profitably offer institutionally priced retirement accounts without minimum balance requirements. Their unique platform and value proposition allows firms to retain ownership of IRA products while outsourcing account administration, thereby reducing costs, and enhancing efficiency.
IRALOGIX offers a platform that lets users trade and manage investments easily across many financial products. The system handles large volumes of transactions efficiently, helping financial institutions meet the evolving demands of their clients. By leveraging automation and real-time data processing, the trading platform enhances decision-making, minimizes risk, and improves overall investment performance.
Key features:
– White-Labeled Solution
– End-to-End Retirement Solutions
– Cloud-Native Recordkeeping Platform
Ortec Finance: Manage the complexity of investment decisions
Founded: 1981 
Subsectors: Robo Advisors, Investing Tools, Risk Analysis & Management, Financial Planning, Compliance & Regulation, Client Prospecting & Engagement, Goals-Based Planning and Monitoring, Retirement Planning
Regions of Operations: Europe, UK, Canada, North America, Middle East & APAC
Who does it serve: Pension, sovereign and private wealth firms, insurance, asset management firms, banks, financial planners, portfolio managers, family offices
What it does: The OPAL solution helps firms turn their clients’ personal goals into effective investment plans and track them. It offers solutions for every stage of goals-based advisory processes in wealth management and retirement planning. It supports everything from client intake and risk-profiling to client reporting and proactive monitoring.
OPAL integrates with business processes, contributing to a structured and efficient process that is compliant with international regulation. Ortec Finance offers an add-on cash flow planning module to provide full-fledged goals-based financial planning. It combines cash flow planning with wealth and retirement planning. Its services are available in several European countries.
Key features:
– Economic Scenario Generator
– Goals-Based Investing
– Advisor Dashboard & Monitoring
QPLIX: The Operating System of Wealth
Founded: 2012
Subsectors: Robo Advisory, Digital Advisory, Portfolio Management, Digital Brokerage, Investment Tools, Risk Analysis & Management, Financial Planning, Estate Planning, Tax Planning, Private Wealth Management, Alternative Investments, Socially Responsible & Impact Investing, Compliance & Regulation, Financial Data Aggregation & Analytics, Financial Services
Regions of Operations: EMEA
Who does it serve: Single- and Multi-Family Offices, Foundations, Asset Managers and Banks
What it does: With QPLIX Q, financial experts finally are able to consolidate all asset classes in one solution. These include not only liquid assets, such as securities, digital assets or bank accounts but also illiquid investments like private equity, direct holdings or collectibles. Over 120 interfaces to custodian banks, market data providers and service partners create a dense data network that delivers relevant information on all assets and reduces manual workflows.
The system’s order management integration enables efficient trading directly from the platform. Bulk orders for an unlimited number of custodians and clients save time and fees. Effective portfolio rebalancing based on individual strategies adds to the general enhancement of trading operations. Integrated guideline checks and a four-eye-principle for order submission ensure compliance with regulatory requirements and customer needs.
Key features:
– Trading automation and order management
– Flexible and extensive APIs
– Advanced reporting and compliance tools
Titeoevry: Financial technology that powers tomorrow
Founded: 1968 
Subsectors: Client Acquisition/Servicing, Investment Planning, Portfolio Management & Rebalancing, Trading Advice & Execution, Reporting, Risk & Compliance
Regions of Operations: Global
Who does it serve: Banks, brokers, wealth management firms, buy-side firms
What it does: Tietoevry Banking, Wealth, offers multiple solutions and services for wealth firms. This includes back-office, order & trade management, portfolio management, advisory, pension and savings, and bank treasury.
For retail and online brokerages, Tietoevry offers an investment and savings platform. This supports self-service, full trading, clearing, settlement, and safekeeping for different financial instruments. It boasts modern APIs and a web toolkit to support customised self-directing services.
For investment banking and institutional trading, the WealthTech provides scalable solutions for back-office, safekeeping and clearing and settlement. It also supports order and trade management, handling of investment banking / ECM business flows.
Key features:
– Investment banking and institutional trading
– Online brokerage and retail trading
– Modular and ready-to-use solutions
Velexa: Wealth management solutions by next-generation investors
Founded: 2022 
Subsectors: Investing Tools, Embedded Investing, Alternative Investment Solutions, Data & Analytics, Financial Services, Software, Digital Brokerage
Regions of Operations: United Kingdom, Europe, Middle East, Latin America, Southeast Asia, Africa
Who does it serve: Traditional banks, Neobanks, FinTechs, Brokers, Private banks, Wealth managers
What it does: Velexa provides B2B investing and trading technology solutions. These solutions help companies launch investment services and digitise the end-user experience. Additionally, they broaden asset classes access and help overcome constraints of in-house legacy systems.
The WealthTech aims aim to make investing accessible to everyone. Velexa offers embedded and standalone investing capabilities for retail and private banks, Neobanks, brokerages, and disruptive players.
Firms can either use Velexa as a SaaS or integrated into existing client systems via APIs. The platform acts as a backbone for a comprehensive investment and trading ecosystem. The complete front-to-back offering comprises several building blocks. This includes investing software solutions, connections to venues and data sources, post-trade-as-a-service, and more.
Key features:
– Custom API-based investing platform
– Investing as a sevice
– Comprehensive CRM system
Empowering the Future of Wealth Management Through Trading Innovation
In today’s fast-evolving financial landscape, the ability to trade efficiently, securely, and insightfully is no longer a luxury—it’s a requirement. As we’ve explored, the 9 trading platforms outlined above offer a range of capabilities that cater to the increasingly sophisticated demands of wealth and asset managers.
From AI-driven analytics and multi-asset accessibility to seamless user interfaces and integrated compliance tools, each solution presents a unique value proposition for firms looking to elevate their trading operations. Whether you’re a digital-first company aiming for scalability or a traditional firm working to modernise legacy systems, these platforms provide the necessary technological edge to compete and grow.
Looking ahead to 2025 and beyond, investing in the right trading tools will not only enhance client satisfaction and business efficiency but will also position firms at the forefront of the digital wealth management revolution.
If your firm hasn’t yet embraced these innovations—now is the time.
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