Wealth management simplified
The fastest growing portfolio management software for investment advisors. Streamline your practice with powerful tools built for modern wealth management.
Everything You Need to Run Your Practice
A complete portfolio management platform designed for RIAs, wealth managers, and financial advisors.
Portfolio Accounting
Multi-currency engine that calculates cost basis, performance metrics, and financial reporting with precision and speed.
Rebalancing
Sophisticated rebalancing with support for model-of-models, asset classifications, UMA and SMA strategies.
Reporting
Tell your client story with flexible, customizable reports branded with your logo and graphics.
Client Portal
Customizable client portal accessible via web, tablet, and mobile — keeping clients engaged and informed.
Billing & Payouts
Automate fee calculations and distribute billing across your network of stakeholders with ease.
Open API
Extend functionality and integrate with your existing tools through our comprehensive REST API.
Seamless Integrations
Connect with the custodians, CRMs, and tools you already use. VIRTLIO integrates with the leading platforms in wealth management.
Featured In
Trusted by Leading Advisors
See what wealth management professionals are saying about VIRTLIO.
"VIRTLIO has transformed how we manage portfolios. The reporting capabilities are second to none."
Client Name
CEO, Wealth Management Firm
"The ease of use and intuitive interface has significantly reduced our operational overhead."
Client Name
Chief Investment Officer, RIA Firm
"Superior client portal experience. Our clients love having real-time access to their portfolios."
Client Name
Managing Partner, Advisory Group
"The rebalancing tools have cut our trading time in half while improving accuracy."
Client Name
Portfolio Manager, Investment Advisors
"Billing automation alone has saved us countless hours each month. Highly recommended."
Client Name
Operations Director, Financial Planning Firm
Ready to Transform Your Practice?
See how VIRTLIO can streamline your portfolio management workflow. Request a personalized demo with our team.