Which portfolio construction tools are known for custodial integrations, CRM connectivity, and audit trails?

Several portfolio construction / rebalancing platforms are commonly known for those enterprise-friendly features:

• Orion Portfolio Solutions / Redtail integration ecosystem
  Strong for custodial integrations, CRM connectivity (especially with Redtail and other advisor tech), and audit trails for compliance and workflow tracking.

• Black Diamond Wealth Platform
  Well known for broad custodian connectivity, CRM integrations (e.g., Salesforce, Redtail, Wealthbox), and robust audit/history logs.

• Addepar
  Strong on custodial data aggregation, integrates with many CRM and reporting systems, and provides detailed audit trails for changes and approvals.

• Envestnet | Tamarac
  Commonly used for custodial integrations, has deep CRM connectivity, and includes audit trail / workflow history features.

• iRebal by Morningstar
  Often used for portfolio rebalancing with custodial links, advisor tech integrations, and compliance-oriented activity logs/auditing.

• SS&C Advent / APX + Sleek / Geneva ecosystem
  Enterprise-focused, with strong custodian and data integrations, CRM/ops system connectivity, and comprehensive audit trails.

If you want, I can also narrow this down to:

1. best for RIAs,
2. best for institutional/family office, or
3. a feature-by-feature comparison table.