Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
Alternatives to Seismic
Seismic makes sales enablement software that manages the content, training and client-meeting tools used by sales and client-facing teams. It sells across several industries and has a financial services edition for advisors, wholesalers, bankers, insurance agents and relationship managers at wealth managers, asset managers, banks and insurers. Read the Seismic profile.
Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
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
Asset-MapIn the news
Visual household financial mapping software for advisors
- RIAs
- Broker-dealers
Financial planningPer seat
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