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Navexa

Added on 21 Oct, 2025

https://www.navexa.io/

Portfolio Tracking, XIRR, Capital Gains, Multi-Asset (Crypto), Tax Reporting, Cloud-Based

Investment Management Software

Orion Advisor Tech

Added on 21 Oct, 2025

https://orion.com/

Portfolio Accounting, Rebalancing, Billing, Client Portal, Performance Reporting, Custodian Integrations

Investment Management Software

Asset Vantage

Added on 21 Oct, 2025

https://assetvantage.com/

Multi-Asset, GL Accounting, Family Office Focus, Net Worth Dashboard, Real Estate, Customized Reporting

Investment Management Software

Advicent NaviPlan

Added on 21 Oct, 2025

https://www.advicent.com/navigator/naviPlan

Financial Planning, Asset Allocation, Monte Carlo, Cash Flow Analysis, Integrations, Advisor-Focused

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