---
description: Learn more about Wavvest price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Wavvest Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Wavvest](/software/1077809/Wavvest)

# Wavvest

Canonical: https://www.capterra.com.au/software/1077809/Wavvest

> Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Wavvest?

Wavvest helps Registered Investment Advisors scale with confidence

## About the vendor

- **Company**: Wavvest Technologies

## Commercial Context

- **Starting Price**: USD 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

- Bonds/Stocks
- Client Management
- Client Portal
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)

## Alternatives

1. [Backstop](https://www.capterra.com.au/software/169054/backstop) — 4.3/5 (46 reviews)
2. [GaiaLens](https://www.capterra.com.au/software/1041914/gaialens) (0 reviews)
3. [Orchestra](https://www.capterra.com.au/software/215575/orchestra) — 4.8/5 (11 reviews)
4. [First Rate Vantage](https://www.capterra.com.au/software/179626/investor-portal) — 4.9/5 (18 reviews)
5. [Creatio CRM](https://www.capterra.com.au/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/1077809/Wavvest)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031223/Wavvest/> |
| en-AE | <https://www.capterra.ae/software/1077809/Wavvest> |
| en-AU | <https://www.capterra.com.au/software/1077809/Wavvest> |
| en-CA | <https://www.capterra.ca/software/1077809/Wavvest> |
| en-GB | <https://www.capterra.co.uk/software/1077809/Wavvest> |
| en-IE | <https://www.capterra.ie/software/1077809/Wavvest> |
| en-IL | <https://www.capterra.co.il/software/1077809/Wavvest> |
| en-IN | <https://www.capterra.in/software/1077809/Wavvest> |
| en-NZ | <https://www.capterra.co.nz/software/1077809/Wavvest> |
| en-SG | <https://www.capterra.com.sg/software/1077809/Wavvest> |
| en-ZA | <https://www.capterra.co.za/software/1077809/Wavvest> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Australia","address":{"@type":"PostalAddress","addressLocality":"Sydney","addressRegion":"NSW","postalCode":"2060","streetAddress":"Level 18 40 Mount Street North Sydney NSW 2060 Australia"},"description":"Capterra Australia helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.com.au","url":"https://www.capterra.com.au/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.com.au/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCjRCDmEibpHwyX3m2b3y80w"]},{"name":"Wavvest","description":"Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. \nWavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. \nThe platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/a62dcf0b-9056-4af5-b50e-3f8c0ae1713c.jpeg","url":"https://www.capterra.com.au/software/1077809/Wavvest","@type":"SoftwareApplication","@id":"https://www.capterra.com.au/software/1077809/Wavvest#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"offers":{"price":"199","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Platform ios"},{"@type":"FAQPage","@id":"https://www.capterra.com.au/software/1077809/Wavvest#faqs","mainEntity":[{"name":"What Is Wavvest?","@type":"Question","acceptedAnswer":{"text":"Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. Wavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. The platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.","@type":"Answer"}},{"name":"Who Uses Wavvest?","@type":"Question","acceptedAnswer":{"text":"Wavvest helps Registered Investment Advisors scale with confidence","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Wavvest","position":3,"item":"/software/1077809/Wavvest","@type":"ListItem"}],"@id":"https://www.capterra.com.au/software/1077809/Wavvest#breadcrumblist"}]}
</script>