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 reporting for financial advisors.

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.

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

AdvisorPeak's trading and rebalancing software is the most powerful and intuitive way to manage your client portfolios. The AdvisorPeak software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. user-friendly interface makes onboarding a breeze where you'll be creating models, managing accounts, trading, and rebalancing efficiently, saving you time to focus on maintaining client relationships.

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

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

Investment Analytics, Portfolio Construction, Hypothetical Illustrations.

Risk Profiling, Model Management, Goals Analysis with Monte Carlo Simulation and Proposal Generation.

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.

AEX Transitions is a SaaS-based solution that digitizes and streamlines processes for advisors transitioning between firms.

Create fast projections of lifetime healthcare spending, personalized to client health and location.