| # | Company | Category | Agent-ready | Popularity | Tagline | Open |
|---|---|---|---|---|---|---|
| 1 | masttro.com | investment portfolio management | 4/ 100Not Agent-Ready Yet | 78 | Manage your financial assets with Masttro | |
| 2 | orionadvisortech.com | investment portfolio management | 4/ 100Not Agent-Ready Yet | 77 | Trading and Rebalancing Solutions | |
| 3 | investipal.co | investment portfolio management | 2/ 100Not Agent-Ready Yet | 78 | The Easiest Way To Invest On Your Own | |
| 4 | allocator.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 78 | Get access to on-demand investment data seamlessly | |
| 5 | suissetechpartners.com | investment portfolio management | 4/ 100Not Agent-Ready Yet | 76 | A solution to manage your wealth and assets | |
| 6 | commonsubdoc.com | investment portfolio management | 4/ 100Not Agent-Ready Yet | 76 | Powering your investor onboarding | |
| 7 | addepar.com | investment portfolio management | 4/ 100Not Agent-Ready Yet | 76 | Tаilоred, teсh-fоrwаrd weаlth mаnаgement sоftwаre | |
| 8 | citizenmint.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 76 | Curated access to top-tier fund managers | |
| 9 | accorata.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 74 | Never miss a deal | |
| 10 | croesus.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 73 | Manage and prioritise clients’ portfolios just the way you like | |
| 11 | alphaquark.in | investment portfolio management | 4/ 100Not Agent-Ready Yet | 70 | Compliance-first white-label platform for investment advisors to manage portfolios, clients, and reporting digitally. | |
| 12 | indataipm.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 71 | Investment Management Software | |
| 13 | advent.com | investment portfolio management | 2/ 100Not Agent-Ready Yet | 71 | Manage both portfolios and clients with Advent Portfolio Exchange |
25,480+ SaaS scored on agent-buyability — browse by readiness band, category, or jump straight to a pay-per-run tool on xpay.tools.