Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Alternatives to PreciseFP
PreciseFP makes data-gathering and client onboarding software for financial advisors, from solo practitioners to firms with large teams. It replaces paper questionnaires with online forms that clients complete on any device. Read the PreciseFP profile.
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
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experienceCustom quote
additiv
Digital wealth management orchestration platform for banks and insurers
- Banks and trust companies
Client experienceCustom quote
CurrentClient
Compliant texting and business phone system for financial advisors
- RIAs
Client experiencePer seat
Everplans
Digital vault for client legacy planning, sold to advisory firms
- RIAs
Client experienceCustom quote
MyRepChat
Compliant text messaging for financial advisors and insurance agents
- RIAs
- Broker-dealers
Client experiencePer seat
Trustworthy
Encrypted family document vault with an advisor portal
- Family offices
Client experiencePer account
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