SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
Alternatives to NDEX Systems
NDEX Systems provides data aggregation and wealth management software to independent advisors and RIAs, family offices, portfolio management firms, accounting firms and financial institutions, mainly in Canada and the US. It says it supports more than 14,000 advisors and about $600B in assets. Read the NDEX Systems profile.
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Atomic Insights
Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs
- RIAs
- Family offices
Integrations & operationsCustom quote
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
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
Ohpen
Cloud core banking and investment administration platform for European institutions
- Banks and trust companies
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
CanyonOps
Client service calendar that turns an advisory firm's tiered service model into recurring household work
- RIAs
Responsive
Back-office automation for Canadian independent portfolio management firms: onboarding, KYC monitoring and audit trail
- Asset managers
- RIAs
Integrations & operationsCustom quote