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 Yodlee
Yodlee runs a financial data aggregation platform that banks, wealth management firms, lenders, payment companies and fintech developers use to connect to consumers' outside accounts. The company says its network covers more than 601 million connected consumer accounts and more than 19,000 data sources. Read the Yodlee 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
Wealth Access
Data unification and client portal platform for bank wealth units
- Banks and trust companies
Integrations & operationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
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