Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote
Alternatives to Unblu
Unblu sells a client engagement platform that banks, wealth managers and insurers embed in their own apps and websites so clients can talk with advisors and support staff. The company was founded in 2008 in Basel, Switzerland, serves only financial services firms and is now part of Swiss Post Group. Read the Unblu profile.
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
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
PreciseFP
Client data-gathering and onboarding forms software for financial advisors
- RIAs
Client experiencePer seat
Trustworthy
Encrypted family document vault with an advisor portal
- Family offices
Client experiencePer account
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote