No third-party tracking before consent in Wealth management software
We load their front page and count third-party requests before anything is clicked.
3 of 41 companies we measured here publish it, that is 7%. Last checked 2026-10-17.
7% here against 6% across every category we measure. Wealth management software sits above the overall share for this criterion.
This page counts companies, not product entries: a company with two products in this category is one company here and two rows below.
Back to No third-party tracking before consent across all categories, or to Wealth management software.
- Found3
- Not found at checked addresses38
- Not measured2
43 companies in total. Unmeasured companies are excluded from the published share.
Published
No third-party requests before any interaction.
| Vendor | What we found |
|---|---|
| Bank Vontobel Tech | https://vontobel.com/Checked |
| Kwanti | https://kwanti.com/Checked |
| Morningstar Advisor | https://morningstar.com/Checked |
Third-party requests seen on the first load, before any interaction.
We reached at least one address for each of these vendors and none of them carried it. That is what we found at the addresses we checked, on the date we checked them, and not a statement about what the vendor has.
| Vendor | What we found |
|---|---|
| Addepar | 1 address checkedChecked |
| Additiv | 1 address checkedChecked |
| Advyzon | 1 address checkedChecked |
| Aiquant | 1 address checkedChecked |
| Aixigo | 1 address checkedChecked |
| Altruist | 1 address checkedChecked |
| Asset-map | 1 address checkedChecked |
| Avaloq | 1 address checkedChecked |
| Backbase | 1 address checkedChecked |
| Betterment Advisor | 1 address checkedChecked |
| Black Diamond | 1 address checkedChecked |
| Charles River IMS | 1 address checkedChecked |
| Elements | 1 address checkedChecked |
| Emoney | 1 address checkedChecked |
| Envestnet | 1 address checkedChecked |
| Evooq | 1 address checkedChecked |
| Expersoft | 1 address checkedChecked |
| FA Solutions | 1 address checkedChecked |
| Fincite | 1 address checkedChecked |
| Finology Software | 1 address checkedChecked |
| Fnz | 1 address checkedChecked |
| Growney | 1 address checkedChecked |
| Holistiplan | 1 address checkedChecked |
| Infront | 1 address checkedChecked |
| Investcloud | 1 address checkedChecked |
| Miles Software | 1 address checkedChecked |
| Mili | 1 address checkedChecked |
| Niiio | 1 address checkedChecked |
| Nitrogen | 1 address checkedChecked |
| Objectway | 1 address checkedChecked |
| Orion | 1 address checkedChecked |
| Pontera | 1 address checkedChecked |
| Rightcapital | 1 address checkedChecked |
| Temenos | 1 address checkedChecked |
| Vestwell | 1 address checkedChecked |
| Wealtharc | 1 address checkedChecked |
| Wealthfront | 1 address checkedChecked |
| Ycharts | 1 address checkedChecked |
Not measured
We could not look at these, or their robots.txt asks us not to. That says something about our measurement, not about them, and they are left out of the percentage above.
| Vendor | What we found |
|---|---|
| Etops | The page could not be loaded in a browser, so this was not measured.Checked |
| Moneyguide | The page could not be loaded in a browser, so this was not measured.Checked |
Other criteria in Wealth management software
- Subprocessor list
- Data location stated
- Status page with history
- Public pricing
- Certifications named
- HTTPS enforced with HSTS
- security.txt (RFC 9116)
- Notice before subprocessors change
- Named privacy contact
No third-party tracking before consent in related categories
Found something we missed? Tell us. A correction moves that vendor into our next nightly run. That run reads the same fixed addresses we check for every vendor, not the address you send.