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

Breadcrumb: [Home](/) > [PIM Software](/directory/4074/product-information-management/software) > [Wealth Management by Zahlenwerk](/software/777944/Wealth-Management-by-Zahlenwerk)

# Wealth Management by Zahlenwerk

Canonical: https://www.softwareadvice.co.uk/software/777944/Wealth-Management-by-Zahlenwerk

> Wealth Management by Zahlenwerk is a wealth management solution designed to help financial services businesses manage client portfolios, track assets, and monitor investment performance. The software is cloud-based, making it accessible from any device with an internet connection. Small to mid-sized financial advisory firms and wealth management practices are the primary target market. Core features include portfolio tracking, asset allocation tools, client reporting, and performance analytics, which help advisors keep clients informed and make data-driven decisions. Wealth Management by Zahlenwerk also supports document management, allowing firms to store and organize client records in one place. Support is available via email, phone, and an online knowledge base, giving users multiple ways to get help when needed.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Zahlenwerk Studio

## Commercial Context

- **Pricing Details**: Priced per team, not per seat, net of VAT. Solo EUR 199/month (5 full seats), Office EUR 590/month (15 full seats), Professional EUR 1,790/month (50 full seats); annual billing charges 10 months. View-only members are unlimited on every package. Enterprise is scoped per engagement. In beta: access is by request, and founding-customer rates are agreed directly.
- **Target Audience**: 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, German
- **Available Countries**: United States

## Features

- Data Modeling
- Data Quality Control
- Digital Asset Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [PIM Software](https://www.softwareadvice.co.uk/directory/4074/product-information-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/777944/Wealth-Management-by-Zahlenwerk)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/777944-Wealth-Management-by-Zahlenwerk/> |
| en-AU | <https://www.softwareadvice.com.au/software/777944/Wealth-Management-by-Zahlenwerk> |
| en-GB | <https://www.softwareadvice.co.uk/software/777944/Wealth-Management-by-Zahlenwerk> |
| en-IE | <https://www.softwareadvice.ie/software/777944/Wealth-Management-by-Zahlenwerk> |
| en-NZ | <https://www.softwareadvice.co.nz/software/777944/Wealth-Management-by-Zahlenwerk> |

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