Advisor Platforms

Addepar is a global data and AI platform that aggregates financial information across all asset clas... more...

Tools and dashboards for financial advisors to manage client relationships, performance reporting, a... more...

Connected wealth management software providing a unified view of client data across investments, ins... more...

A unified engagement banking platform that orchestrates customer journeys across all touchpoints for... more...

Mobile application providing advisors and clients secure access to portfolio information, performanc... more...

A comprehensive platform that offers portfolio management, performance reporting, client portal feat... more...

Digital wealth management and robo-advisor platform enabling financial advisors to deliver automated... more...

An AI-powered marketplace platform that matches individual investors with fiduciary financial adviso... more...

An integrated wealth management platform that provides portfolio management, trading, modeling, reba... more...

An intelligent wealth management platform natively built for financial advisors to drive wealth crea... more...

Integrated digital wealth management stack for family offices and wealth management firms. more...

Digital investment platform for financial advisers and wealth firms covering client onboarding, port... more...

Web-based platform for managing advisor workflows, client accounts, household data, trading requests... more...

Turnkey asset management platform for RIAs and institutional investors, offering model portfolios, u... more...

Wealth management technology platform providing portfolio management, rebalancing, client reporting,... more...

Comprehensive wealth management platform providing financial advisors with integrated solutions for ... more...

An AI-powered operating system for investment management combining data integration, portfolio accou... more...

Secure, compliant mobile collaboration platform for wealth advisors and their clients. Features incl... more...

A wealth management platform that provides advisors with tools for portfolio management, trading, re... more...

Wealth management platform designed for independent financial advisors, offering portfolio managemen... more...

CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth manageme... more...

Schneider Electric provides data center physical infrastructure solutions with specific offerings fo... more...

Advisor-facing platform for portfolio management, client reporting, and wealth planning tools. more...

Wealth management and portfolio advisory services for cryptocurrency and bitcoin holdings, targeting... more...

No-code application platform enabling wealth management firms to build custom client onboarding, adv... more...

A modular software platform for wealth managers, private banks, and investment advisors. Provides cl... more...

Advisory and wealth management services for high-net-worth clients and corporates more...

Cloud-based CRM platform built specifically for financial advisors and wealth management firms. Offe... more...

Digital wealth management platform that combines automated investing with personalized financial adv... more...

Enterprise wealth management platform that enables advisors and portfolio managers to manage clients... more...

Flagship modular wealth management platform that consolidates client wealth, financial planning, por... more...

Marketplace connecting wealth managers and advisors with alternative investment funds offered by ass... more...

End-to-end technology solution for accessing and managing investments in private equity, private cre... more...