Atomic Insights
Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs
- RIAs
- Family offices
Integrations & operationsCustom quote
Alternatives to PCR Insights
PCR Insights, the trading name of Private Client Resources, runs a data aggregation service that collects custodial and alternative investment data for RIAs, family offices, trust companies, private banks, custodians, broker-dealers and wealthtech platforms. The company says more than 300 firms use it and that it has processed over $500 billion in assets. Read the PCR Insights profile.
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
Flanks
Wealth data aggregation and enrichment platform for banks, family offices and external asset managers
- Banks and trust companies
- Family offices
- Asset managers
- Retirement plans
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
NDEX Systems
Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices
- RIAs
- Family offices
- Asset managers
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
CanyonOps
Client service calendar that turns an advisory firm's tiered service model into recurring household work
- RIAs
DispatchIn the news
Data orchestration for wealth firms: custodial account opening, onboarding, data sync and advisor transitions
- RIAs
- Broker-dealers