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
Alternatives to Wealth Access
Wealth Access makes a data platform for banks and other financial institutions that run wealth management, trust and brokerage businesses alongside banking. It pulls data out of core banking, trust accounting and custodial systems and joins it into one record for each client and household, so advisors, bankers and clients see the same picture. Read the Wealth Access profile.
DispatchIn the news
Data orchestration for wealth firms: custodial account opening, onboarding, data sync and advisor transitions
- RIAs
- Broker-dealers
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Responsive
Back-office automation for Canadian independent portfolio management firms: onboarding, KYC monitoring and audit trail
- Asset managers
- RIAs
Integrations & operationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
Yodlee
Financial account aggregation and data APIs for banks and wealth firms
Integrations & operationsCustom quote
Atomic Insights
Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs
- RIAs
- Family offices
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