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
Alternatives to Dispatch
Dispatch is a data orchestration platform for RIAs, aggregators and wealthtech firms that connects the systems in an advisory tech stack and automates the paperwork-heavy workflows that delay new assets from being invested. Its products cover account opening and maintenance at major US custodians, including Schwab, Fidelity and Pershing, with auto-filled forms, validation to catch not-in-good-order errors and one signing step; client onboarding from intake through firm paperwork; continuous bi-directional data sync across CRM, planning, billing, reporting, document storage, e-signature and data warehouse tools based on a system of record the firm defines, with an audit trail; and advisor transitions that repaper a book across protocol and non-protocol moves. Read the Dispatch profile.
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Responsive
Back-office automation for Canadian independent portfolio management firms: onboarding, KYC monitoring and audit trail
- Asset managers
- RIAs
Integrations & operationsCustom quote
Wealth Access
Data unification and client portal platform for bank wealth units
- Banks and trust companies
Integrations & operationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
Yodlee
Financial account aggregation and data APIs for banks and wealth firms
Integrations & operationsCustom quote
Atomic Insights
Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs
- RIAs
- Family offices
Integrations & operationsCustom quote
Flanks
Wealth data aggregation and enrichment platform for banks, family offices and external asset managers
- Banks and trust companies
- Family offices
- Asset managers
- Retirement plans