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 MyDocSafe
MyDocSafe is a UK-built client collaboration platform for professional services firms, with dedicated offerings for financial advisers and planners alongside accountants, law firms and corporate boards. Firms use it to send proposals, onboard clients, run KYC and AML identity checks (powered by Yoti), collect information through web forms, share documents in branded secure portals, and gather legally binding electronic signatures with an audit trail. Read the MyDocSafe profile.
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
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
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
Carefull
Elder-fraud and scam monitoring plus family caregiving tools that advisors offer to clients
- RIAs
- Broker-dealers
- Banks and trust companies
Client experienceCustom quote
Finpace
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
- RIAs
Client experienceTiered
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experienceCustom quote