---
description: Review of Wavvest Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Wavvest | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Wavvest](/software/529989/Wavvest)

# Wavvest

Canonical: https://www.softwareadvice.ie/software/529989/Wavvest

> Wavvest is a platform designed for registered investment advisors, offering tools for wealth management and client service. It provides features such as a financial planning engine that allows the creation of dynamic plans using natural language and co-brandable client portals for web and mobile access. The platform includes an AI-powered note taker that converts meeting discussions into financial plans, portfolio accounting for tracking accounts across multiple custodians, and secure file sharing with document analysis capabilities.

The system also supports trading, rebalancing, and money movements through its back-office functionality. Advisors can choose components that align with practice needs, using the platform as standalone software or as a complete operating system. Customizable client-facing interfaces allow advisors to maintain branding while utilizing the platform's technological tools.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Wavvest Technologies

## Commercial Context

- **Starting Price**: US$199.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Accounting
- Activity Dashboard
- Alerts/Notifications
- Bonds/Stocks
- Cash Management
- Client Management
- Client Portal
- Collaboration Tools
- Customisable Reports
- Data Import/Export
- Document Management
- Fee Management
- Financial Analysis
- Financial Management
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Investment Research

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.ie/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.ie/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.ie/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.ie/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.ie/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/529989/Wavvest)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/529989-Wavvest/> |
| en-AU | <https://www.softwareadvice.com.au/software/529989/Wavvest> |
| en-GB | <https://www.softwareadvice.co.uk/software/529989/Wavvest> |
| en-IE | <https://www.softwareadvice.ie/software/529989/Wavvest> |
| en-NZ | <https://www.softwareadvice.co.nz/software/529989/Wavvest> |

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