Top 25 Fiduciary accounting software companies based in the United States

“DST Systems, Inc.”

“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…”

“Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family.”

“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…”

“Infovisa is a leader in trust accounting software.”

“IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and…”

“CPS Investment Advisors is a fiduciary-led, independent financial advisory firm founded by CPAs and proudly headquartered in Lakeland, Florida.”

“Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors…”

“TS Partners was founded in 1985 by financial industry veterans to provide financial institutions and corporations a better way to manage their corporate trust and shareholder…”

“HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…”

“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…”

“Fiduciary Accounting Services, LLC (FAS) is a specialized accounting firm that partners with trustees, attorneys, financial institutions and others with fiduciary accounting needs.”

“Premier service, expertise and a stable financial institution create the core foundation of what Comerica Trust has been offering families and their trusted advisors for more than…”

“Since 1981, National Datacare has teamed with financial institutions to provide financial services to industries that are required to manage funds for their clients.”

“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…”

“Family offices, managing $2.5 trillion in US assets, aren't just about numbers-they're custodians of iconic family legacies.”

“Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.”

“WealthHub is a leading provider of enterprise solutions for fiduciary management.”

“First Covenant Trust & Advisors, LLC's goal is to help its clients succeed, by providing individualized fiduciary services to its clientele in the most efficient and effective…”

“We’re a team of fiduciary financial planners who specialize in advising families in tech.”

“Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive…”

“Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.”