PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Alternatives to Atomic Insights
Atomic Insights automates client money movement for RIAs and family offices. Operations and client service teams use it to request, approve, execute and report on payments from client accounts in one workspace instead of custodian portals and spreadsheets. Read the Atomic Insights profile.
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
Flanks
Wealth data aggregation and enrichment platform for banks, family offices and external asset managers
- Banks and trust companies
- Family offices
- Asset managers
- Retirement plans
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
NDEX Systems
Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices
- RIAs
- Family offices
- Asset managers
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
CanyonOps
Client service calendar that turns an advisory firm's tiered service model into recurring household work
- RIAs
DispatchIn the news
Data orchestration for wealth firms: custodial account opening, onboarding, data sync and advisor transitions
- RIAs
- Broker-dealers