CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Alternatives to Fincite
Fincite is a Frankfurt wealthtech company whose product, fincite cios, is a modular SaaS platform for private and universal banks, savings banks, independent asset managers, financial advisors, broker pools and family offices, mostly in German-speaking Europe. The modules run from digital client onboarding for individuals and legal entities, including WpHG/MiFID II suitability profiling and document creation, through aggregation of all client assets into a single view, strategic asset allocation and portfolio optimisation across liquid and illiquid assets, simulation and stress testing, financial and liquidity-event planning, digital order handling and investment reporting. Read the Fincite profile.
additiv
Digital wealth management orchestration platform for banks and insurers
- 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
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Finpace
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
- RIAs
Client experienceTiered
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experienceCustom quote
Alwy
All-in-one advice, onboarding, CRM and fund trading platform for Nordic advisors, fund companies and brokers
- RIAs
- Asset managers
- Insurance
Client experienceFree tier, paid plans
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