Provider Listings

A leading goals-based financial planning solution.

PortfolioCenter Hosted in our cloud service.

SMA & UMA management through Envestnet’s managed account platform.

A unified wealth management platform and ecosystem of tools.

A central point for servicing clients and streamlining business.

An elegant portfolio management and performance reporting application.

The industry’s leading portfolio monitoring, rebalancing and trading application.

A leading data aggregation & analytics platform for financial services

A standalone fee splitting or compensation tool that allows firms to accurately pay out their advisors, solicitors, and other reps. 
 

Simple and flexible billing designed by and for Financial Advisors and RIAs.

Logicly streamlines investment research and portfolio workflows for advisors with an all-in-one analytics platform.

Ethos is powerful ESG software for financial advisors.

Fabric provides advisors with actionable insight into market risk.

Global, multi-asset class research and portfolio analytics platform:
 

Fairview helps RIAs maintain meaningful and fully documented compliance programs.

Feathery automates client onboarding & servicing for advisors.

The Fee Benchmarker^® unlocks access to a unique and highly regarded database of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting,

Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.

Psychometrically-based, user-friendly risk profiling system.

Financial Recovery Technologies recovers funds due to investors in global shareholder class actions. We handle the process start to finish, identifying eligibility, filing the claim, recovering the money and remitting the funds to the investor.  We help your clients maximize their recoveries and help advisors meet fiduciary responsibilities.  

Bundled solution combining key technology for advisors.

Sophisticated and intuitive tools for student loan repayment planning.

FTA offers a comprehensive wealth management platform that provides independent advisers end to end solutions from planning to managing accounts, and access to the ecosystem, in one platform.

Managed IT Service Provider focused on elite, white-glove service.

We help advisors to engage with their clients more personally using the power of predictive analytics and AI.