MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Quik!
Quik! makes forms automation software for financial services firms, with products for wealth management firms of different sizes and for enterprises that process large volumes of account paperwork. Small advisory firms can use the ready-made Quik! App, larger firms can add home-office controls and single sign-on through Quik! App Enterprise, and very large firms can build the service into their own platforms through the Quik! APIs. Read the Quik! profile.
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
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
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
Overvue
Mobile client intake for advisors: data gathering, account aggregation, ID verification and file sharing
- RIAs
Client experienceTiered
PreciseFP
Client data-gathering and onboarding forms software for financial advisors
- RIAs
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