Provider Listings

Effortless discovery and recovery of class action settlements and other shareholder entitlements across all security types.

Automated investment science designed to reduce fees, extreme losses, and taxes.

Proprietary algorithms drive automated tax management capabilities.

End-to-end solution that helps RIAs build an ESG book of business.   

Personalized hedging to dial down risk & limit portfolio losses.

Factor analysis, forward & back tests for DIY downside protection.

Data aggregation, analysis and visualization tools for wealth managers

We help you protect your clients and comply with SEC cybersecurity.

Pioneer provider of managed account solutions,empowering advisors with the ability to build sophisticated unified managed account (UMA) strategies.

Empower your clients with the collaborative NaviPlan client portal.

From simple goal-based to advanced cash flow planning, NaviPlan is the answer.

Billing/payment solutions built for fee-for-service financial planning

Get better decision making through strategic insights & business intel.

Quick planning tool for Household Balance Sheet reports.

Automate your RIA with Zapier—cut errors/save time/boost efficiency.

Optimize meetings with Service Model Automation for seamless scheduling.

Scale your firm with our RIA Revival System—strategy/execution/support.

Workflows enable automation, reduce errors, and boost efficiency.

Advisor Engine builds powerful and intuitive technology for financial firms and advisors to help grow their business.

Addepar | AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. Created by a team of experts with over a decade of experience building wealth management software and backed by the vast R&D and support resources of Addepar, the solution consolidates and automates your rebalancing workflows.

Addepar | AdvisorPeak’s interface enables you to create and apply models, configure drift thresholds and generate trade orders all in one place. You’ll spend less time on tasks such as manually calculating deviations and keying in orders. Eliminating these steps reduces error risk and frees up your time to focus on growing client relationships.

Automated client communication/digital content marketing platform for financial advisors.

Web platform designed to create and manage compliant, user-friendly advisor sites.

Complete technology solution for running an advisory practice.

A proactive compliance program to align your technology with SEC cybersecurity.

IT-as-a-Service solution hosted and secured in the public cloud.