FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
Alternatives to additiv
additiv makes a cloud platform that banks, insurers and other financial firms use to launch digital wealth management, pension, insurance, lending and banking services on top of their existing core systems. The Swiss company has offices in Europe, Asia-Pacific and the Middle East. Read the additiv profile.
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experienceCustom quote
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experiencePer seat
MyRepChat
Compliant text messaging for financial advisors and insurance agents
- RIAs
- Broker-dealers
Client experiencePer seat
PreciseFP
Client data-gathering and onboarding forms software for financial advisors
- RIAs
Client experiencePer seat
Trustworthy
Encrypted family document vault with an advisor portal
- Family offices
Client experiencePer account
d1g1t
Enterprise wealth platform for reporting, portfolio management and client portals
- Family offices
- RIAs
- Broker-dealers
- Banks and trust companies
Portfolio managementCustom quote