---
description: Learn more about Wavvest price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find 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 Pricing, Reviews & Features - Capterra New Zealand 2026
---

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

# Wavvest

Canonical: https://www.capterra.co.nz/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**.

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## Overview

### Who Uses Wavvest?

Wavvest helps Registered Investment Advisors scale with confidence

## About the vendor

- **Company**: Wavvest Technologies

## Commercial Context

- **Starting Price**: US$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.co.nz/directory/20010/investment-management/software)

## Alternatives

1. [Orchestra](https://www.capterra.co.nz/software/215575/orchestra) — 4.8/5 (11 reviews)
2. [Creatio CRM](https://www.capterra.co.nz/software/130149/bpm-online-crm) — 4.7/5 (133 reviews)
3. [Morningstar Direct](https://www.capterra.co.nz/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
4. [Agicap](https://www.capterra.co.nz/software/196637/agicap) — 4.3/5 (161 reviews)
5. [Mint](https://www.capterra.co.nz/software/213530/mint) — 4.5/5 (140 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/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> |

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