MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Finpace
Finpace is a data-gathering and paperwork tool for financial advisory teams. Its AI agent, Emma, reads documents a client already has, such as a 1040, a brokerage or custodian statement, or meeting notes, and turns them into one client record that is used to fill account-opening packets, custodian forms and firm paperwork. Read the Finpace profile.
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
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
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experienceCustom quote
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
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
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
GRemindersIn the news
Client scheduling, automated reminders and AI meeting notes for advisors, built into Redtail, Wealthbox and Advyzon
- RIAs
- Broker-dealers
- Banks and trust companies
- Insurance
Client experienceTiered
Overvue
Mobile client intake for advisors: data gathering, account aggregation, ID verification and file sharing
- RIAs
Client experienceTiered