I suggest you take a look at www.pivolt.com. Many features like rebalancing, CRM, billing, a very flexible client portal, and you are able to use the platform to replicate every single calculation (like fixed income interest accrual) that is done at the custodian.

What's best, very affordable if comparable to the common solutions around in the market.

Curious what you have decided on for reporting. i have used Axys in the past but think its a little overpriced for what it does. Looking into Panoramix and Advisor Assistant right now, but would like other options.

pivolt can be considered as the best alternative CRM than

Advent Axys

I’d recommend Riskalyze. A few months ago we introduced this for work together with Employee monitoring - WorkTime soft for our office because we are also going to find something fresh at this time. Now I can say it’s more modern and comfortable to use and has cheaper price.