MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Backbase
Backbase sells a software platform that banks, private banks and wealth managers use to build client apps, onboarding flows and employee workspaces. The company calls it a Banking OS and says it has more than 2,000 employees and 16 offices across five continents; its pages cite figures of more than 120 and more than 150 banks as customers. Read the Backbase profile.
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
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
FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
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
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 experienceTiered
Knudge
Client action-item tracking and automated reminders for financial advisors
- RIAs
- Broker-dealers
Client experienceFree tier, paid plans
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Qwil Messenger
Branded secure messaging app for client communication, with file sharing, e-signature, scheduling and audit trail
- RIAs
Client experiencePer seat
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experiencePer seat