MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
Client experiencePer seat
Alternatives to Fynancial
Fynancial builds a branded mobile app that RIAs give to their clients, paired with an advisor desktop for running it. It is sold to mid-market and enterprise RIAs, aggregators and platforms, multi-family offices and retirement plan consultants that want their own app instead of sending clients to third-party portals. Read the Fynancial profile.
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
- RIAs
- Asset managers
Client experienceCustom quote
Absolute EngagementIn the news
Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities
- 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
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
ROL Advisor
Digital discovery tools, training and content for advisors practicing life-centered planning
Client experienceSubscription
Summitas
White-label client portal with document vault, messaging and reporting for family offices, MFOs and RIAs
- Family offices
- RIAs
Client experiencePer seat
visiWealth
Library of one-page visual explainers of planning concepts that advisors co-brand and share with clients
- RIAs
- Broker-dealers
- Banks and trust companies
Client experienceTiered