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*