Round
# Round
Overview
Next-gen investment platform for wealth managers and clients
Specializations
- Managed portfolios
- white-labeled platforms
Core Categories
- Investment Management
- Client Portal
Regional Focus
US
Key Features
- Advanced reporting and analytics
- Portfolio management capabilities
- Client relationship management
- Compliance and regulatory support
- Data integration and aggregation
Getting Started
Visit [Round website](https://www.investwithround.com) to learn more about their family office software solutions and request a demo.
Reviews and Ratings
Check out [Round reviews on G2](https://www.g2.com/products/round-investments/reviews) to see what other family offices are saying.
Read [Round reviews on Capterra](https://www.capterra.com/p/224779/Round/) for detailed user feedback.
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*Last updated: 7/21/2025*
Key Features
- Managed portfolios
- white-labeled platforms
Use Cases
- Next-gen investment platform for wealth managers and clients
Platform Comparisons
Compare Round with other family office software platforms:
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Detailed comparison of features, pricing, and capabilities
Related Family Office Software
Related Resources
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