Integrations & operations

Arch

Private-investment document collection and data platform for wealth firms

• Family offices
• RIAs
• Banks and trust companies

Alternatives platforms15 integrationsCustom quote

Asset Vantage

General ledger accounting and performance reporting for family offices

• Family offices
• RIAs

Family-office technology1 integrationSubscription

Avaloq

Core banking and wealth management platform for private banks

• Banks and trust companies
• Asset managers

Portfolio management2 integrationsCustom quote

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

SEIIn the news

Wealth technology, outsourced operations, custody and investment programs

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

Integrations & operationsCustom quote

Sowell ManagementIn the news

TAMP and RIA platform for independent financial advisors

• RIAs

TAMP & managed accountsCustom quote

Upvest

Investment API for brokerage, settlement and custody in Europe and the UK

• Banks and trust companies

Custody & clearingCustom quote

Abacus

Managed IT and cybersecurity services for investment and financial firms

• RIAs
• Broker-dealers
• Family offices
• Asset managers

Compliance & riskSubscription

Akoya

API network for consumer-permissioned financial data sharing

Integrations & operationsTiered

Aleta

Consolidated wealth reporting software for family offices

• Family offices
• RIAs

Family-office technology

Altoo

Wealth aggregation and reporting platform for family offices and wealth owners

• Family offices

Family-office technologyCustom quote

Asora

Data aggregation, reporting and accounting software for family offices

• Family offices

Family-office technology1 integrationTiered

BNY PershingIn the news

Clearing, custody and wealth technology for advisory and brokerage firms

• Broker-dealers
• RIAs
• Banks and trust companies

Custody & clearing

Canopy

Wealth data aggregation and reporting for family offices and private banks

• Family offices
• Banks and trust companies

Family-office technology

Dynamic Advisor Solutions

RIA platform, outsourced operations and TAMP for independent advisors

• RIAs

TAMP & managed accounts4 integrationsBasis points on assets

EncorEstate Plans

Estate document creation and trust funding service for financial advisors

• RIAs

Financial planningPer transaction

itSynergy

Managed IT and cybersecurity services for registered investment advisers

• RIAs

Compliance & riskCustom quote

Milemarker

Data integration and analytics platform for wealth management firms

• RIAs
• Broker-dealers
• TAMPs

Integrations & operations12 integrationsCustom quote

Ohpen

Cloud core banking and investment administration platform for European institutions

• Banks and trust companies

Integrations & operations1 integration

PCR Insights

Custodial and alternative investment data aggregation for wealth firms

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

Integrations & operations

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

RenIn the news

Donor-advised fund and charitable giving platform for wealth firms

• RIAs

Financial planningCustom quote

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

Yodlee

Financial account aggregation and data APIs for banks and wealth firms

Integrations & operationsCustom quote