Carefull
Elder-fraud and scam monitoring plus family caregiving tools that advisors offer to clients
- RIAs
- Broker-dealers
- Banks and trust companies
Client experienceCustom quote
Client experience
Client portals, onboarding and account opening, e-signature and document vaults, and client communications.
Filter
Showing 40 of 73Most complete profiles first, then A to Z
Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accounts1 integrationSubscription
NevisIn the news
AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.
- RIAs
AI tools16 integrationsCustom quote
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & research3 integrationsTiered
AssetBookIn the news
Portfolio monitoring, performance reporting and fee billing software for advisors
- RIAs
Portfolio management1 integrationCustom quote
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planning13 integrationsPer seat
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experience4 integrationsCustom quote
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio management7 integrationsCustom quote
DNA Behavior
Behavioral and financial-personality profiling platform for advisory firms, with API and AI assistant
- RIAs
Data & research3 integrationsSubscription
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
- RIAs
- Broker-dealers
Practice management & M&A3 integrationsCustom quote
Finpace
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
- RIAs
Client experience8 integrationsTiered
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experience1 integrationCustom quote
intelliflo
Practice management and advice software for UK and Australian financial advisers
- RIAs
CRMCustom quote
iPipeline
Life insurance, annuity and account-opening software for distributors and advisors
- Broker-dealers
- RIAs
- Banks and trust companies
- Asset managers
Insurance & annuity techCustom quote
Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growth5 integrationsCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRM16 integrationsPer seat
Savvy Social Security Planning
Horsesmouth membership program combining Social Security claiming software, client education and marketing for advisors
- RIAs
- Broker-dealers
Financial planningCustom quote
Temenos
Banking and wealth management software for banks and private banks
- Banks and trust companies
- Asset managers
Portfolio managementCustom quote
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experience6 integrationsCustom quote
Wavvest
AI-based operating platform for independent advisors, starting from financial planning and adding CRM and accounting
- RIAs
Financial planning1 integration
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI tools1 integrationCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI tools10 integrationsPer seat
Absolute EngagementIn the news
Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities
- RIAs
Client experienceCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Advisys
Needs-based financial planning, client education content and calculators for advisors, agents and broker-dealers
- RIAs
- Broker-dealers
- Insurance
- Banks and trust companies
Financial planningPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & research1 integrationCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experience9 integrationsPer seat
DataPoints
Behavioral finance assessments and risk tolerance questionnaires for advisors
- RIAs
Data & research3 integrationsPer seat
eMoney AdvisorIn the news
Cash-flow and goals-based financial planning software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
ETNA RIA Platform
White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers
- RIAs
- Broker-dealers
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
Finity360
Suite of native Salesforce apps for document management, onboarding forms, supervision and backup at wealth firms
- RIAs
- Broker-dealers
Family-office technology2 integrationsCustom quote
Finliti
Behavioral investor profiling and client-retention workflows for independent advisors in the US and Canada
- RIAs
- Broker-dealers
Data & researchTiered
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experience4 integrationsCustom quote
Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experience13 integrationsCustom quote
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Client experience in the news
- Nevis
Nevis raises $70M Series B with Schwab and EQT backing
- Nevis
Focus hires AI startup Nevis to rebuild data flows across its 90 RIAs
- Nevis
Focus Financial Partners hires Nevis to unify data across its 90 RIAs
- Jump
Focus Financial adds Nevis as enterprise AI platform nine months after Jump rollout
- Jump
Focus Financial Partners adds Nevis AI platform; Modera launches Mira
- Nevis
Focus Financial Partners adds Nevis as AI platform nine months after Jump