FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
Alternatives to CSSI Portal+
Portal+ is a client and advisor reporting portal from CSSI Solutions, a long-standing Advent software consultancy and operations provider. It is aimed at RIAs, asset managers and hybrid advisory firms that run SS&C Advent Axys or APX and want a secure way to deliver reports without replacing their portfolio system. Read the CSSI Portal+ profile.
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
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
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
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experiencePer seat
Carefull
Elder-fraud and scam monitoring plus family caregiving tools that advisors offer to clients
- RIAs
- Broker-dealers
- Banks and trust companies
Client experienceCustom quote
Finpace
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
- RIAs
Client experienceTiered