MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Summitas
Summitas is a branded client engagement portal used by single-family offices, multi-family offices, wealth managers and RIAs. Firms use it to give clients one login for documents, messages, financial dashboards and signatures instead of scattered email threads and portals. Read the Summitas profile.
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
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
IronClad Family
Co-branded digital family vault and protection review (iVaultX) that advisors offer to client households
- RIAs
- Family offices
Client experienceTiered
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
SideDrawer
Client document vault and secure exchange platform for advisors, family offices and financial institutions.
- RIAs
- Family offices
- Banks and trust companies
- Insurance
Client experienceTiered