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
Alternatives to ROL Advisor
ROL Advisor is a membership program for financial advisors that combines digital discovery tools with training and marketing content built around life-centered planning. Advisors use it to structure early client conversations around the client's life before building the financial plan. Read the ROL Advisor profile.
MyDocSafe
UK client portal, e-signature, onboarding and KYC platform used by financial planners and other professional firms
- RIAs
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
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
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