Client experience

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

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

Infront

European market data and wealth software for banks, portfolio managers and family offices

• Family offices
• Banks and trust companies
• Asset managers

Portfolio managementCustom 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

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

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

Alwy

All-in-one advice, onboarding, CRM and fund trading platform for Nordic advisors, fund companies and brokers

• RIAs
• Asset managers
• Insurance

Client experienceFree tier, paid plans

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

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

Continuum

Botless AI meeting notes, client profiles and CRM sync for Canadian financial advisors, with data stored in Canada.

• RIAs
• Broker-dealers

AI tools12 integrationsPer seat

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

Portfolio management

Everplans

Digital vault for client legacy planning, sold to advisory firms

• RIAs

Client experienceCustom quote

FA Solutions

Cloud front-to-back portfolio management platform for wealth managers, asset managers and banks

• Asset managers
• Banks and trust companies

Portfolio managementCustom quote

Fincite

Modular wealth management software (fincite cios) for banks, asset managers, advisors and family offices in Europe

• Banks and trust companies
• Asset managers
• Family offices

Client experience

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

GRemindersIn the news

Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon

• RIAs
• Broker-dealers
• Banks and trust companies
• Insurance

Client experience12 integrationsTiered

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

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

Knudge

Client action-item tracking and automated reminders for financial advisors

• RIAs
• Broker-dealers

Client experience1 integrationFree tier, paid plans

LeapXpert

Governed client messaging and capture for regulated firms

• Banks and trust companies
• Asset managers

Compliance & risk3 integrationsCustom quote

Lydia

Agentic AI coach from Shaping Wealth that helps advisors prepare for difficult client conversations

• RIAs
• Broker-dealers

AI toolsFree tier, paid plans

Meetings Hub

Software for designing, running and scoring structured client meetings for financial advisors.

• RIAs

Client experienceCustom quote

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning9 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

MyRepChat

Compliant text messaging for financial advisors and insurance agents

• RIAs
• Broker-dealers

Client experience14 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

Qdeck

AI copilot for advisors to research client questions, draft proposals and client content, and act from one platform

• RIAs

AI tools

QPLIX

Wealth platform for family offices, wealth managers and private banks: reporting, accounting, trading

• Family offices
• Asset managers
• Banks and trust companies

Family-office technology23 integrations

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

Responsive

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

• Asset managers
• RIAs

Integrations & operations12 integrationsCustom quote

ROL Advisor

Digital discovery tools, training and content for advisors practicing life-centered planning

Client experienceSubscription

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

• RIAs

Custody & clearing7 integrations

Seismic

Sales enablement and compliant content platform with a financial services edition

• Banks and trust companies
• Asset managers

Marketing & growth8 integrationsCustom quote

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

Smart Kx

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

• RIAs

Portfolio management6 integrationsCustom quote

Strad

Virtual family office platform for advisors coordinating households with CPAs, attorneys and insurers

• RIAs
• Family offices
• Insurance

Family-office technology5 integrationsTiered

Summitas

White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs

• Family offices
• RIAs

Client experience17 integrationsPer seat

Timeline

Planning software, model portfolios and platform for UK financial advisers

• RIAs

TAMP & managed accounts

Trustworthy

Encrypted family document vault with an advisor portal

• Family offices

Client experiencePer account

visiWealth

Library of one-page visual explainers of planning concepts that advisors co-brand and share with clients

• RIAs
• Broker-dealers
• Banks and trust companies

Client experienceTiered

Wealth Access

Data unification and client portal platform for bank wealth units

• Banks and trust companies

Integrations & operations2 integrationsCustom quote

Wealthica

Investment account aggregation dashboard and data API, focused on Canada

• Family offices
• RIAs

Integrations & operations1 integrationCustom quote

WealthKernel

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

Custody & clearingCustom quote

WealthVoice

Builds and manages branded Amazon Alexa voice apps and audio broadcasts for advisory firms

• RIAs

Client experience1 integrationCustom quote

Yodlee

Financial account aggregation and data APIs for banks and wealth firms

Integrations & operationsCustom quote