Integrations & operations

Arch

Private-investment document collection and data platform for wealth firms

• Family offices
• RIAs
• Banks and trust companies

Alternatives platforms15 integrationsCustom quote

CaddiIn the news

AI agents that find and automate repetitive back-office work for RIAs and law firms

• RIAs

AI tools7 integrationsTiered

NevisIn the news

AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.

• RIAs

AI tools16 integrationsCustom quote

AdvisorBOB

Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts

• RIAs

Portfolio managementPer seat

Alkymi

AI document processing that turns private markets and wealth documents into structured data

• Asset managers

Alternatives platforms7 integrations

Asset Vantage

General ledger accounting and performance reporting for family offices

• Family offices
• RIAs

Family-office technology1 integrationSubscription

Atomic Insights

Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs

• RIAs
• Family offices

Integrations & operations5 integrationsCustom quote

Avaloq

Core banking and wealth management platform for private banks

• Banks and trust companies
• Asset managers

Portfolio management2 integrationsCustom quote

F2 StrategyIn the news

Technology consulting, outsourced CTO and operations services for wealth firms

• RIAs
• Banks and trust companies
• Family offices
• Broker-dealers

Integrations & operationsCustom 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

SEIIn the news

Wealth technology, outsourced operations, custody and investment programs

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

Integrations & operationsCustom quote

Sowell ManagementIn the news

TAMP and RIA platform for independent financial advisors

• RIAs

TAMP & managed accountsCustom quote

Upvest

Investment API for brokerage, settlement and custody in Europe and the UK

• Banks and trust companies

Custody & clearingCustom quote

401GOIn the news

Bundled 401(k) recordkeeping, administration and 3(38) lineup that advisors offer to small-business clients

• RIAs
• Broker-dealers
• Retirement plans

Financial planning1 integrationTiered

Abacus

Managed IT and cybersecurity services for investment and financial firms

• RIAs
• Broker-dealers
• Family offices
• Asset managers

Compliance & riskSubscription

Akoya

API network for consumer-permissioned financial data sharing

Integrations & operationsTiered

Aleta

Consolidated wealth reporting software for family offices

• Family offices
• RIAs

Family-office technology

Altoo

Wealth aggregation and reporting platform for family offices and wealth owners

• Family offices

Family-office technologyCustom quote

Asora

Data aggregation, reporting and accounting software for family offices

• Family offices

Family-office technology1 integrationTiered

BNY PershingIn the news

Clearing, custody and wealth technology for advisory and brokerage firms

• Broker-dealers
• RIAs
• Banks and trust companies

Custody & clearing

Canopy

Wealth data aggregation and reporting for family offices and private banks

• Family offices
• Banks and trust companies

Family-office technology

CanyonOps

Client service calendar that turns an advisory firm's tiered service model into recurring household work

• RIAs

Integrations & operations6 integrationsTiered

Dynamic Advisor Solutions

RIA platform, outsourced operations and TAMP for independent advisors

• RIAs

TAMP & managed accounts4 integrationsBasis points on assets

EncorEstate Plans

Estate document creation and trust funding service for financial advisors

• RIAs

Financial planningPer transaction

First Rate

Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions

• RIAs
• Broker-dealers
• Family offices
• Asset managers

Portfolio management

Focal

AI assistant for advisors covering meeting notes, CRM sync, performance coaching and onboarding workflows.

• RIAs
• Broker-dealers

AI tools7 integrationsSubscription

itSynergy

Managed IT and cybersecurity services for registered investment advisers

• RIAs

Compliance & riskCustom quote

Milemarker

Data integration and analytics platform for wealth management firms

• RIAs
• Broker-dealers
• TAMPs

Integrations & operations12 integrationsCustom quote

NDEX Systems

Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices

• RIAs
• Family offices
• Asset managers

Integrations & operations6 integrations

Ohpen

Cloud core banking and investment administration platform for European institutions

• Banks and trust companies

Integrations & operations1 integration

Overvue

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

• RIAs

Client experience1 integrationTiered

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

• RIAs
• Family offices
• Banks and trust companies
• Broker-dealers

Integrations & operations

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

RedBlack

Multi-custodian rebalancing, trading and portfolio accounting software for RIAs, wealth managers and family offices.

• RIAs
• Family offices

Portfolio management1 integration

RenIn the news

Donor-advised fund and charitable giving platform for wealth firms

• RIAs

Financial planningCustom quote

Responsive

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

• Asset managers
• RIAs

Integrations & operations12 integrationsCustom quote

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