Onboarding and account opening

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

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

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

WealthY

Canadian-hosted CRM, client portal and AI meeting platform for dealers, wealth firms and advisors

• RIAs
• Broker-dealers

CRM9 integrationsPer seat

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

Arta Finance

AI platform and wealth infrastructure for private banks and wealth managers

• Banks and trust companies

AI tools

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

DataPoints

Behavioral finance assessments and risk tolerance questionnaires for advisors

• RIAs

Data & research3 integrationsPer seat

ETNA RIA Platform

White-label trading, rebalancing and order management platform for RIAs, dual registrants and broker-dealers

• RIAs
• Broker-dealers

Portfolio management

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

FusionIQ

White-label digital advice and self-directed investing platform

• Banks and trust companies
• RIAs
• Broker-dealers
• Asset managers

Client experience4 integrationsCustom quote

JumpIn the news

AI meeting assistant and onboarding software for financial advisors

• RIAs
• Broker-dealers
• Banks and trust companies
• Asset managers

AI tools16 integrationsPer seat

MyDocSafe

UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms

• RIAs

Client experience3 integrationsPer seat

Overvue

Mobile client intake for advisors: data gathering, account aggregation, ID verification and file sharing

• RIAs

Client experience1 integrationTiered

PreciseFP

Client data-gathering and onboarding forms software for financial advisors

• RIAs

Client experience22 integrationsPer seat

Quik!

Forms automation software and APIs for wealth management firms

• RIAs
• Broker-dealers

Client experience8 integrationsPer seat

Responsive

Back-office automation for Canadian independent portfolio management firms: onboarding, KYC monitoring and audit trail

• Asset managers
• RIAs

Integrations & operations12 integrationsCustom quote

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

• RIAs

Custody & clearing7 integrations

Smart Kx

RIA fee billing and revenue software that ties client agreements to fee calculation and reconciliation

• RIAs

Portfolio management6 integrationsCustom quote

WealthKernel

Custody, brokerage and investment account APIs for UK and EU firms

Custody & clearingCustom quote

Yodlee

Financial account aggregation and data APIs for banks and wealth firms

Integrations & operationsCustom quote