Provider Listings

Enables engaged client and advisor communications at scale.

Enabling comprehensive planning at any stage of the wealth continuum.

Digital marketplace for shopping and selling financial products.

POD = Passive, Opportunistic, Defensive. The only multi-strategy automated investing platform in the financial services industry.

Monitor and manage your ever-changing product shelf.

Make compliant product recommendations that are in the client’s best interest.

Manage document delivery and recordkeeping from a single platform.

Analysis, disclosure and record-keeping in one platform.

StoryTeller is an API-based solution which, based on minimal input data requirements, allows financial institutions to automatically generate narrative-based reports that explain the how and why of the performance of their clients' investments.

MyRepChat is an advisor tool that enables clients and advisors to communicate through SMS text.

We provide Platform Development and engineering services that focuses on transforming legacy applications and delivering modern industry leading solutions.

Our IP driven capabilities and experience includes Data Engineering, Transforming to a Modern Data Architecture to support Big Data platforms and Advanced Analytics.

RIA exclusive 100% cloud based Virtual Desktop Infrastructure.

Technology, operations, process and cybersecurity consulting.

Transform businesses to thrive through improved business initiative management.

End-to-end Business Process Automation for Enterprises.

Integrated low-code platform that uses the powers of AI, ML/DL, NLP.

Cloud-based phone system with Retail and Salesforce integrations.

CompositeBuilder: an essential tool for GIPS compliance.

Automated error checking for PortfolioCenter.

The CRM that thinks like an advisor—With Junxure you can harness the power of meaningful data, forge deeper client relationships, and scale using smart automation. Visit www.junxure.com to learn more.

Kelly Klee is a modern insurance advisor for successful individuals who deserve protection for what they've earned.

KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting.

KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting.

Private& compliant meeting assistant.