CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Alternatives to additiv
additiv makes a cloud platform that banks, insurers and other financial firms use to launch digital wealth management, pension, insurance, lending and banking services on top of their existing core systems. The Swiss company has offices in Europe, Asia-Pacific and the Middle East. Read the additiv profile.
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
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer 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
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom 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 experienceCustom quote
IronClad Family
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
- RIAs
- Family offices
Client experienceTiered
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat