Provider Listings

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

Proprietary algorithms drive automated tax management capabilities.

The Google Maps for Advisors - Navigate emotions w/ client profiling.

The Google Maps for Advisors - Navigate risk with 360˚ visualization.

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

Credit solutions alongside planning, investing, and protection tools.

Data aggregation, analysis, and reporting for financial advisors.

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

​​​​​​Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency.

​​​​​​Industry standard multi-asset, multi-currency, full-lifecycle OMS, including pre-trade and post-trade compliance, enabling wealth managers to efficiently implement investment strategies and monitor portfolios.

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

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

Get better decision making through strategic insights & business intel.

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

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

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.

Knowledge graph driven contextual AI assistant for advisor growth.

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

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.

Alkymi Data Inbox is a data extraction and automation application.

One pane of glass and price to Protect Email, Endpoints, Wi-Fi, DLP and Cloud Apps.