Advisors Assistant

Advisors Assistant is a comprehensive contact management system that helps advisors keep in touch with clients. It also helps you organize your office, work more efficiently, and increase sales.

Advyzon

Advyzon is a complete technology solution that combines customizable performance reporting, flexible billing, client relationship management (CRM), configurable client portals, document storage and business intelligence on a single, integrated platform.  By providing most, if not all, of the technology a firm might need to run their business, we help advisors streamline their operations so they can focus on growing their business. 

Albridge

Albridge is a leading provider of enterprise data management solutions that deliver a single view of an investor's broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more.

AppCrown

Founded in 2010, AppCrown is the App Company for wealth management firms to organize their business model for the digital future with powerfully integrated enterprise Apps to help you reach customers, streamline the business and obtain seamless financial data aggregation & turnkey 3rd party application integrations around the CRM.

AssetBook

Pulse by AssetBook, contains new enhanced features for portfolio monitoring and reporting. Built on an open API, Pulse seamlessly integrates as an additional technology component for financial advisors looking to take control of their tech stack and have access to the most robust pure-play portfolio reporting platform in the market. Pulse by Assetbook helps advisors monitor and understand their key business metrics such as AUM, fee revenue over time, and monitor their top investment holdings and global allocation all from one intuitive dashboard. As a result, advisors are able to seamlessly grow their business with data readily available at their fingertips.

• Pulse by AssetBook’s features include client servicing and portfolio reporting enhancements, a client portal and document center, client billing and fee automation, cash management monitoring and fee debiting, asset allocation monitoring and compliance, and tax management and planning.

Asset+Map

Asset-Map believes everyone deserves to understand their finances so they can make better decisions about what matters most.  Asset-Map combines design thinking and personal finance to visualize a client’s complete financial inventory on one page. Using Asset Map with a client is proven to strengthen the advisor/client relationship and increase engagement, uncover opportunities and ultimately improve planning for the future. 

Blueleaf

Blueleaf is a comprehensive platform for intelligently automating wealth management firms. Blueleaf combines reporting, rebalancing, client engagement, and billing into a system that's powerful, yet simple to run.

Broadridge

Broadridge Data Aggregation and Reporting tool (formerly, Investigo) receives files for thousands of providers and millions of client accounts daily. We provide data reconciliation, aggregation and client reporting for the wealth management industry. Our desktop provides a 360-degree view of assets including advisory, brokerage, direct business, life insurance products and retirement accounts as well as held-away and proprietary sources.

CircleBlack

CircleBlack is a wealth technology company. We provide advisors an intuitive dashboard that centralizes all of their client and account data and then seamlessly integrates that data with advisors' other technology services. We also provide advisors’ clients access to modern, mobile technology that allows them to be more connected with their advisors. And, through our Model Marketplace, we offer a better solution for Advisors and Institutional Asset Managers to work together.

Electra

Electra provides award-winning post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement notifications and wire processing, and client fee billing to global institutional buy-side firms.  Over 200 asset managers, hedge funds, fund administrators and outsourced service providers use Electra solutions across their middle and back offices to reduce and manage risk start to finish, improve operational efficiencies, accelerate fee billing and revenues, and enhance counterparty and investor experiences. 

eMoney

At eMoney, we are changing the conversation surrounding financial planning to help people talk about money. As the leading provider of scalable wealth management solutions, we enable financial professionals, firms, and enterprises of all sizes to build stronger and more collaborative client relationships, streamline business operations, and drive revenue and growth.

Envestnet Enterprise

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 103,000 advisors across more than 4,900 companies, including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.

Envestnet MoneyGuide

MoneyGuide is the industry’s leading financial planning software provider. They believe financial professionals need solutions, not obstacles, and that financial conversations are the foundation of a strong business model.
 
Designed for advisors with the client in mind, MoneyGuide’s robust goal-based financial planning solutions help advisors identify gaps, empower and engage clients, and help advisors build their story and have more effective conversations that motivate clients to take action.
 
MoneyGuide integrates with over 200 industry leaders and consists of four dynamic configurations – MoneyGuideOneSM, MoneyGuidePro®, MoneyGuideEliteSM, and MyBlocksSM.

Envestnet PortfolioCenter Cloud

PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is designed to grow with you.

Envestnet Tamarac

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

Fi360

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

GenTech

In today's business environment, operating at optimal efficiency is paramount.
Nexus helps RIA’s and Broker Dealers automate tasks and notifications, leverage staff
resources, increase incident response time and optimize their current IT infrastructure. By having a software solution that focuses on operational efficiency your organization can work smarter - increasing productivity, reducing costs and streamlining processes.

Nexus is a modular platform of products, allowing for rapid deployment, lower cost of ownership and simpler IT maintenance.

GeoWealth

GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

IncomeConductor

IncomeConductor was launched in 2017 by a team of advisors with decades of experience in the retirement marketplace. Our understanding of the day-to-day challenges financial professionals face and what they need to succeed helped us design and build a proprietary, time-segmented, online retirement income management tool that empowers advisors, firms and their clients to plan for retirement more simply, more accurately, and more reliably.

jaccomo

jaccomo' s jCore solution provides a web-based operations platform that manages all aspects of compliance, commissions, workflow and reporting for the financial services industry. In addition, we offer data integration with providers including SEI.

Morningstar ByAllAccounts

Morningstar ByAllAccounts: We aggregate the best quality and most complete data from a diverse wealth of sources, transforming disparate data into its most usable form. With Morningstar® ByAllAccounts, clients increase visibility into their holdings, spending habits, and cash flows, empowering them to have better informed conversations with their financial advisors.

Morningstar Office Cloud

Morningstar Office Cloud: Streamline your workflow with our award-winning portfolio and practice management software, which brings together all the tools you need to cover your business needs: billing, performance reporting, back office services, rebalancing, account aggregation, and a client web portal. Build personalized portfolios or customize models from a variety of asset management firms, then weigh them against the full extent of our analytics and independent research with Model Marketplace.

Orion

Orion Advisor Tech exists to help fiduciary minded advisors realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. With more than $800+ billion in AUA and 3 million accounts on our platform, we have the experience and expertise necessary to help advisors grow and win more than their fair share. For more information, please visit www.orion.com or follow news and insights via our blog.

Panoramix

Panoramix™ is a billing and performance reporting system for financial advisors.  By focusing primarily on billing and reporting, we provide the best value in the industry.

Redtail

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia.

RIA in a Box

RIA in a Box is a leading provider of compliance software to the wealth management industry. Launched in 2005, RIA in a Box is led by Will Bressman and GJ King who transformed the business into the market leading SaaS-based compliance solution focused on the RIA industry. Over 1,800 RIAs of varying size use the platform to increase compliance workflow efficiency and to automate regulatory requirements. For more information about RIA in a Box, please visit: www.riainabox.com.

Right Capital

An innovative financial planning solution that enables you to present a plan your clients can actually understand. Our intuitive user interface makes your job easier, giving you flexibility to build both cashflow based plans or goals based plans. RightCapital’s platform supports the needs of people across the generations. Explore our modules that provide Retirement planning, Social security and Medicare strategies, Budgeting & debt management, digital onboarding, account aggregation, tax efficient distribution strategies, client portal an d mobile app access, along with deep integrations with many other technologies. Schedule a quick demo today to see how RightCapital can help you do more planning in less time!

Skience

Skience delivers innovative digital strategies and solutions that transform businesses. Skience offers advisory and CRM implementation services within the Salesforce ecosystem, as well as an industry-leading, enterprise-class digital platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience. Visit Skience.com to learn more.

SmartOffice

Ebix’s SmartOffice CRM is a web-based, industry-specific financial advisor solution that ties together the diverse pieces of your business: people, process, and systems.  With SmartOffice, your entire office can do business faster while building and maintaining strong client relationships that drive more business. Visit us at www.ebixcrm.com or call us at 800-777-9188.

Star Compliance

With over 20 years of industry expertise, StarCompliance is the world's leading provider of compliance software to the global financial industry. Our clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions located in more than 80 countries. Our scalable, easy-to-use STAR solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption.