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
Alternatives to Absolute Engagement
Absolute Engagement makes the Engagement Engine, software that advisory firms use to collect structured input from leads, prospects and clients at set points in the relationship and act on it. It is aimed at advisors and wealth firms that want to measure satisfaction, spot at-risk relationships and generate more referrals. Read the Absolute Engagement profile.
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
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
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
ROL Advisor
Digital discovery tools, training and content for advisors practicing life-centered planning
Client experienceSubscription
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experiencePer seat
visiWealth
Library of one-page visual explainers of planning concepts that advisors co-brand and share with clients
- RIAs
- Broker-dealers
- Banks and trust companies
Client experienceTiered