CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experience4 integrationsCustom quote
E-signature and document vaults
Client portals, onboarding and account opening, e-signature and document vaults, and client communications.
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Showing 11 of 11Most complete profiles first, then A to Z
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
Hexure
Life insurance and annuity sales software, including the FireLight platform
- Broker-dealers
- RIAs
- Banks and trust companies
- Wirehouses
Insurance & annuity tech1 integrationCustom quote
IronClad Family
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
- RIAs
- Family offices
Client experience2 integrationsTiered
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experience3 integrationsPer seat
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experience8 integrationsPer seat
Qwil Messenger
Branded secure messaging app for client communication, with file sharing, e-signature, scheduling and audit trail
- RIAs
Client experience9 integrationsPer seat
SideDrawer
Client document vault and secure exchange platform for advisors, family offices and financial institutions.
- RIAs
- Family offices
- Banks and trust companies
- Insurance
Client experience8 integrationsTiered
SIGNiX
PKI digital signatures, remote online notarization and a signing API for regulated firms, including wealth managers
- RIAs
- Broker-dealers
- Banks and trust companies
- Insurance
Client experience2 integrationsPer seat
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experience17 integrationsPer seat
Trustworthy
Encrypted family document vault with an advisor portal
- Family offices
Client experiencePer account