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
Alternatives to Wealth Access
Wealth Access makes a data platform for banks and other financial institutions that run wealth management, trust and brokerage businesses alongside banking. It pulls data out of core banking, trust accounting and custodial systems and joins it into one record for each client and household, so advisors, bankers and clients see the same picture. Read the Wealth Access profile.
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
Yodlee
Financial account aggregation and data APIs for banks and wealth firms
Integrations & operationsCustom quote
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
Ohpen
Cloud core banking and investment administration platform for European institutions
- Banks and trust companies
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote