WealthSpectrum

7.6easy start · #12 of 81
in Portfolio Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, self-hosted, Web.

WealthSpectrum is ranked #12 of 81 in portfolio management software on The Geeks Club. It runs on Android, API, iOS, Self-hosted, Web.

Compared on portfolio management software

Asset coverage: both
Performance reporting: Yes
Investor reporting: Yes
Tax-lot accounting: Yes
Multi-currency support: Yes

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The record

Product: WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations.
Accounting: Its portfolio accounting supports equities, mutual funds, ETFs, REITs, fixed income, and alternative assets.
Performance: It calculates time-weighted (TWRR) and money-weighted (XIRR) returns and supports market, custom, and blended benchmarks.
Trading: The platform provides order pooling, rebalancing, pre-trade compliance checks, and post-trade allocations.
Reporting: It offers investor and client reporting, including structured investment summaries, performance reports, and tax statements.
Integrations: The maker lists integrations for CRM, account onboarding, EMS, and WhatsApp reporting through APIs.
Data connections: The platform describes broker and custodian connectivity, mutual fund platform interfaces, and data vendor feeds.
Security: The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting.
Deployment: The maker describes cloud-ready deployment options including on-premise, private cloud, and managed cloud.
Intended users: The company identifies wealth managers and RIAs, investment managers, fund administrators and AIFs, and family offices as users it serves.
Mobile access: The maker describes secure web and mobile apps for portfolio tracking, investment reporting, and updates.
Privacy: The privacy policy says usage information may be collected and that the company does not share it with third parties except when legally required.
Company tenure: Applied Software says it has partnered with investment managers, wealth managers, and custodians for over 20 years.
Portfolio management: The platform supports client profiling, portfolio rebalancing, trade order management, monitoring, fees and billing, performance measurement, reporting, and analytics.

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#12 of 81
Best Investment Accounting Software in 2026#5 of 30
Best Family Office Software in 2026#7 of 24

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Sources

wealthspectrum.com· checked 30 Sept 2026
wealthspectrum.com/portfolio-managers.html· checked 30 Sept 2026
wealthspectrum.com/wealth-managers.html· checked 30 Sept 2026
wealthspectrum.com/about-company.html· checked 30 Sept 2026
wealthspectrum.com/privacy-policy.html· checked 30 Sept 2026