--- title: "Best Advisor Dashboard Software for RIAs (2026)" description: "Advisor dashboard software for RIAs compared: Milemarker Console, Orion, Addepar, Black Diamond, Tamarac, Advyzon, Practifi and Wealthbox, and when each fits." url: https://www.milemarker.co/resources/guides/best-advisor-dashboard-software-rias --- [Guides](https://www.milemarker.co/resources/guides) Guides # Best Advisor Dashboard Software for RIAs (2026) The best advisor dashboard software for RIAs in 2026, comparing Milemarker Console, Orion, Addepar, Black Diamond, Tamarac, Advyzon, Practifi and Wealthbox. **Milemarker** The best advisor dashboard software for an RIA is the one that shows every system the firm runs in one view, not just the data held inside one tool. Portfolio platforms like Orion, Addepar, Black Diamond and Tamarac have strong dashboards for their own data, and CRMs like Practifi and Wealthbox have strong dashboards for relationships and tasks. Milemarker Console gives an RIA advisor and firm dashboards built on a single normalized data layer that connects custodians, CRM, portfolio accounting, planning and billing, so the dashboard covers the whole business. Most RIAs already have three or four dashboards: one in the portfolio system, one in the CRM, one in the planning tool and a spreadsheet for the numbers leadership actually asks about. The question to answer first is whether you want a better dashboard inside one of those systems, or one dashboard across all of them. ## What is advisor dashboard software? Advisor dashboard software gives an advisor or firm leader a one-screen view of the book and the business. A good one covers: - AUM, flows, revenue and household counts by advisor, team and office - Client and household views with accounts, holdings and performance - Tasks, open service requests and upcoming meetings - Alerts such as drift, cash, RMDs, missing documents or client birthdays - Firm-level business intelligence for leadership The gap most RIAs hit is that each dashboard calculates AUM and revenue its own way. Our guide to [business intelligence for wealth management](https://www.milemarker.co/resources/guides/business-intelligence-wealth-management) covers why metrics need to be defined once. ## What should an RIA look for in a dashboard tool? - **Coverage.** Does it show data from every system, or only its own? - **Consistent numbers.** Is AUM the same figure on every screen and report? - **Permissions.** Can advisors see only their book while leadership sees the firm? - **Configurability.** Can the operations team build or change dashboards without a developer? - **Branding and access.** Does it run on your brand, with SSO and a mobile view? ## What are the best advisor dashboard tools for RIAs? ### 1\. Milemarker Console Milemarker is a data and experience platform for RIAs, broker-dealers, TAMPs and aggregators. It connects custodians such as Schwab, Fidelity Institutional and Altruist, portfolio systems such as Orion, Tamarac, Black Diamond and Addepar, CRMs such as Salesforce, Redtail, Wealthbox and Practifi, and planning tools such as eMoney and RightCapital into one normalized data layer on Snowflake, in the firm’s own database. [Milemarker Console](https://www.milemarker.co/console) is the branded workstation on top: advisor, executive and operations dashboards built from that unified data with visual tools, row-level access by advisor, office and role, SSO and native iOS and Android apps. Navigator lets advisors ask questions in plain English over the firm’s data. Best for: RIAs running several systems that want one dashboard, with one set of numbers, across all of them. ### 2\. Orion Orion is a portfolio accounting, reporting, trading and planning platform for RIAs. Its advisor dashboards show AUM, accounts, billing, performance and alerts on data held in Orion, and it offers a client portal and app. Best for: RIAs that run portfolio accounting and trading on Orion and want dashboards inside it. ### 3\. Addepar Addepar is a data aggregation and analysis platform built for complex wealth, including alternatives, entities and multi-generational structures. Its dashboards and reports are highly configurable and popular with family offices and larger RIAs. Best for: RIAs and family offices with complex holdings and alternatives. ### 4\. Black Diamond Black Diamond, from SS&C Advent, is a portfolio management and reporting platform with an advisor dashboard, rebalancing and a client portal that many RIAs use for client-facing reporting. Best for: RIAs that want polished performance reporting and a client portal from their portfolio system. ### 5\. Tamarac Envestnet | Tamarac combines portfolio reporting, rebalancing and a CRM built on Microsoft Dynamics, with dashboards across the three for advisors and operations. Best for: RIAs that want reporting, rebalancing and CRM from one vendor. ### 6\. Advyzon Advyzon is an all-in-one platform covering portfolio accounting, CRM, billing, reporting and a client portal, so its dashboards draw from a single product. Best for: smaller and mid-size RIAs that want one system instead of several. ### 7\. Practifi Practifi is a practice management and CRM platform built on Salesforce, with dashboards for pipeline, service, tasks and advisor activity. Best for: RIAs that want Salesforce-based CRM dashboards without building them from scratch. ### 8\. Wealthbox Wealthbox is a CRM built for advisors, known for ease of use, with dashboards for contacts, tasks, workflows and opportunities. Best for: smaller RIAs that want a simple CRM with relationship and task dashboards. ## How do the options compare? | Vendor | Type | Best for | Works with existing stack? | | --- | --- | --- | --- | | Milemarker Console | Data platform plus branded workstation | One dashboard across every system | Yes, connects to existing custodians, CRM, portfolio and planning | | Orion | Portfolio platform | Orion-based RIAs | Best on Orion data | | Addepar | Aggregation and analysis | Complex wealth and alternatives | Strong on portfolio data, less on CRM | | Black Diamond | Portfolio and reporting platform | Client-facing reporting | Best on Black Diamond data | | Tamarac | Reporting, rebalancing and CRM suite | One-vendor suite | Best inside the Tamarac suite | | Advyzon | All-in-one platform | Firms that want one system | Replaces several tools | | Practifi | Salesforce CRM | CRM and practice dashboards | Yes, through Salesforce integrations | | Wealthbox | CRM | Simple relationship dashboards | Yes, through integrations | ## Why do RIAs end up with dashboards that disagree? Each system calculates from its own data on its own schedule. The portfolio system counts AUM one way, the CRM holds a manually updated figure, and billing uses a different valuation date. When a leader asks for AUM by advisor, three dashboards give three answers. There are two ways out. One is to consolidate onto fewer systems so fewer dashboards exist. The other is to put a data layer underneath, normalize every source once, and build dashboards on that. Our guide to a [single pane of glass for wealth management](https://www.milemarker.co/resources/guides/single-pane-of-glass-wealth-management) walks through the second approach. ## Where does Milemarker fit? Milemarker is the fit when an RIA wants to keep its portfolio system, CRM and planning tool and still have one dashboard. It has 140+ wealth management integrations, metrics are calculated once from every connected system, and each advisor sees only their own book. Leadership can use the [Executive Console](https://www.milemarker.co/console/executive-console) for firm-level views on the same data, and [Navigator](https://www.milemarker.co/data-engine/navigator) answers ad hoc questions without a new report. Typical implementation is 2 to 12 weeks. ## Frequently asked questions ### Do I need dashboard software if my portfolio system has dashboards? Not if one system holds everything you need. Most RIAs also need CRM, planning, billing and custodian data, and a portfolio system’s dashboard only shows its own data. ### What is the difference between an advisor dashboard and business intelligence? An advisor dashboard shows one advisor their book and day. Business intelligence shows leadership the firm, across advisors, offices and time. Both work best on the same underlying data. ### Can advisors see only their own clients? In Milemarker, yes. Row-level access is set by advisor, office and role, and PII can be masked. ### Can I use Power BI or Tableau instead? You can, but you still need the data integrated and normalized first, and advisors usually want a branded workstation rather than a BI tool. ### How long does it take to set up advisor dashboards? Inside a single system, it can be quick. Across systems with Milemarker, typical implementation is 2 to 12 weeks. ## Read more [View all ↗](https://www.milemarker.co/resources/guides) [Guides ### Best Advisor Workstation Software for Independent Broker-Dealers (2026) Milemarker • Nov 5, 2026](https://www.milemarker.co/resources/guides/best-advisor-workstation-software-broker-dealers) [Guides ### Best Secure MCP Servers for RIAs in 2026 Milemarker • Nov 5, 2026](https://www.milemarker.co/resources/guides/best-mcp-servers-rias)