MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Everplans
Everplans runs a digital vault where people store and share the documents, accounts, insurance policies and instructions their families would need after a death or emergency. It sells the app directly to consumers and offers an enterprise version that financial advisors and wealth managers provide to clients under a cobranded vault. Read the Everplans profile.
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom 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
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
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
Qwil Messenger
Branded secure messaging app for client communication, with file sharing, e-signature, scheduling and audit trail
- RIAs
Client experiencePer seat