MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to MyRepChat
MyRepChat runs a text messaging service for financial advisors, RIAs, independent broker-dealers and insurance agents that captures every message for regulatory records. Advisors can text from their existing office number on the web or through a mobile app, and firms can roll it out across all of their representatives. Read the MyRepChat profile.
Qwil Messenger
Branded secure messaging app for client communication, with file sharing, e-signature, scheduling and audit trail
- 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
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
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experiencePer seat
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