Client experience

AssetBookIn the news

Portfolio monitoring, performance reporting and fee billing software for advisors

• RIAs

Portfolio management1 integrationCustom quote

Asset-MapIn the news

Visual household financial mapping software for advisors

• RIAs
• Broker-dealers

Financial planning13 integrationsPer seat

d1g1t

Enterprise wealth platform for reporting, portfolio management and client portals

• Family offices
• RIAs
• Broker-dealers
• Banks and trust companies

Portfolio management7 integrationsCustom quote

intelliflo

Practice management and advice software for UK and Australian financial advisers

• RIAs

CRMCustom quote

iPipeline

Life insurance, annuity and account-opening software for distributors and advisors

• Broker-dealers
• RIAs
• Banks and trust companies
• Asset managers

Insurance & annuity techCustom quote

Levitate

Client communication and relationship marketing software with managed content

• RIAs

Marketing & growth5 integrationsCustom quote

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

• Asset managers
• Family offices
• RIAs

CRM16 integrationsPer seat

Temenos

Banking and wealth management software for banks and private banks

• Banks and trust companies
• Asset managers

Portfolio managementCustom quote

Unblu

Secure messaging, video and co-browsing platform for banks and wealth managers

• Banks and trust companies
• RIAs

Client experience6 integrationsCustom quote

ZeplynIn the news

AI meeting notes and agent workflows for wealth management firms

• RIAs
• Broker-dealers
• Banks and trust companies
• Family offices

AI tools1 integrationCustom quote

ZocksIn the news

AI meeting assistant and notetaker for financial advisors

• RIAs
• Broker-dealers

AI tools10 integrationsPer seat

additiv

Digital wealth management orchestration platform for banks and insurers

• Banks and trust companies

Client experienceCustom quote

Arta Finance

AI platform and wealth infrastructure for private banks and wealth managers

• Banks and trust companies

AI tools

Backbase

Digital banking and advisor workspace platform for banks and wealth managers

• Banks and trust companies

Client experienceCustom quote

Capital Preferences

Behavioral client discovery and preference profiling software for wealth managers

• RIAs
• Asset managers

Data & research1 integrationCustom quote

Clarity AIIn the news

Sustainability and ESG data platform for investors and wealth managers

• Asset managers
• Family offices
• Banks and trust companies

Data & researchCustom quote

CurrentClient

Compliant texting and business phone system for financial advisors

• RIAs

Client experience9 integrationsPer seat

DataPoints

Behavioral finance assessments and risk tolerance questionnaires for advisors

• RIAs

Data & research3 integrationsPer seat

eMoney AdvisorIn the news

Cash-flow and goals-based financial planning software for advisors

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planningCustom quote

Everplans

Digital vault for client legacy planning, sold to advisory firms

• RIAs

Client experienceCustom quote

FusionIQ

White-label digital advice and self-directed investing platform

• Banks and trust companies
• RIAs
• Broker-dealers
• Asset managers

Client experience4 integrationsCustom quote

Hexure

Life insurance and annuity sales software, including the FireLight platform

• Broker-dealers
• RIAs
• Banks and trust companies
• Wirehouses

Insurance & annuity tech1 integrationCustom quote

JumpIn the news

AI meeting assistant and onboarding software for financial advisors

• RIAs
• Broker-dealers
• Banks and trust companies
• Asset managers

AI tools16 integrationsPer seat

LeapXpert

Governed client messaging and capture for regulated firms

• Banks and trust companies
• Asset managers

Compliance & risk3 integrationsCustom quote

Moneytree Software

Goals-based and cash-flow financial planning software for advisors

• RIAs
• Broker-dealers

Financial planning9 integrationsPer seat

MyRepChat

Compliant text messaging for financial advisors and insurance agents

• RIAs
• Broker-dealers

Client experience14 integrationsPer seat

PreciseFP

Client data-gathering and onboarding forms software for financial advisors

• RIAs

Client experience22 integrationsPer seat

Quik!

Forms automation software and APIs for wealth management firms

• RIAs
• Broker-dealers

Client experience8 integrationsPer seat

Seccl

Embedded investment platform and custody for UK advice firms and fintechs

• RIAs

Custody & clearing7 integrations

Seismic

Sales enablement and compliant content platform with a financial services edition

• Banks and trust companies
• Asset managers

Marketing & growth8 integrationsCustom quote

Timeline

Planning software, model portfolios and platform for UK financial advisers

• RIAs

TAMP & managed accounts

Trustworthy

Encrypted family document vault with an advisor portal

• Family offices

Client experiencePer account

Wealth Access

Data unification and client portal platform for bank wealth units

• Banks and trust companies

Integrations & operations2 integrationsCustom quote

Wealthica

Investment account aggregation dashboard and data API, focused on Canada

• Family offices
• RIAs

Integrations & operations1 integrationCustom quote

WealthKernel

Custody, brokerage and investment account APIs for UK and EU firms

Custody & clearingCustom quote

Yodlee

Financial account aggregation and data APIs for banks and wealth firms

Integrations & operationsCustom quote