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Portfolio Overlay Management
Personalized & Tax-Optimized Portfolios Made Simple. Manage every portfolio without compromise. Spend more time with clients.
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Cyber Compliance Solutions
Make Cyber Compliance Part of Your DNA Regardless of firm size, compliance is the same for everyone. Leverage the exerience of seasoned CISOs to comply faster. Use it as a differentiator.
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Portfolio Design
Empowering financial advisors with our advanced portfolio optimization to deliver an enhanced, goals-based investment experience for every client.
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AI Notetaking and Meeting Prep
Jump is the AI-powered meeting assistant for financial advisors, automating everything from meeting prep to follow-up tasks.
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Portfolio and Risk Analytics
Technology for multi-asset portfolio design, analytics and client engagement
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Investment Planning
VRGL automates the investment proposal process, helping advisors explain the "what" and "why" in MINUTES!
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Portfolio and Risk Analytics
Smart Analytics for Data-Driven Advisors: Kwanti delivers portfolio analytics, stress testing, and proposals, aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more.
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Client Engagement and Planning
Our best-in-class technology facilitates ongoing client discovery, profiling, data collection, and empowers financial professionals with capabilities that make holistic planning simple.
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Most-In-One Tech Platform
Empowering financial advisors to work on their business, not in it: Advyzon provides comprehensive wealth management technology, as well as investment solutions through Advyzon Investment Management (AIM).
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Cybersecurity Protection & Compliance
Cybersecurity Protection & Compliance FCI is a Managed Security Service Provider that Keeps your Systems & Data Safe
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Manage fixed income at scale
Elevate fixed income management with award-winning technology that automates workflows and delivers customization at scale.
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Data Infrastructure
“ JIFFY.ai’s autonomous enterprise platform and HyperApps helped us free up our staff from routine and time-consuming manual tasks and redirect the capacity into creating superior client experiences. ” Brent Gaddis, Head of Strategic Operations at Cetera
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Strategic Consulting and Coaching
Optimize your succession plans, expand your margins and sustainably grow your firm.
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Data Infrastructure
Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.
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Marketing, Client Portal
Fynancial, the world's first Social Financial Platform (SFP) for the wealth management industry, combines traditional wealth tools with modern social engagement features, allowing you to post directly to your clients' and prospects' pockets, integrate planning and performance providers, and be where your clients spend five hours a day—on their phones.
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Estate Planning
Vanilla, the world’s first estate advisory platform designed by advisors and estate professionals, to deliver a holistic, modern estate planning experience, allowing advisors, planners, and estate attorneys to provide differentiated advice, expand client relationships, win new business, and increase ongoing value through simplified, scalable estate analysis.
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Portfolio Management Platform
AllocateRite is the world's first AI driven wealth management platform. Scale your business securely and with ease by using AI to navigate a comprehensive set of wealth & asset management tools, access over 450k securities and automate workflows.
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Custom Index
VettaFi provides expertly crafted index solutions to fuel growth and deliver results.
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Custom Index
Precision-powered portfolios Create hyper-customized portfolios in a matter of seconds — at scale. With Syntax Direct℠, you can meet the needs of all of your clients, in a fraction of the time.
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Private Asset Platform
Proteus is an advanced platform that provides investors and advisors with access to curated alternative/private investment opportunities, innovative model portfolios, and comprehensive investment management tools, including analytics, client reporting, and simplified tax reporting.
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Structured Products
Halo Investing is a Chicago-based award-winning technology platform that democratizes access to protective investment solutions like structured notes, structured note SMAs, and annuities by connecting issuers, financial advisors, and investors through a transparent and efficient marketplace, analytics, and reporting solutions.
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Estate Planning
FP Alpha’s AI-driven technology reads clients’ tax returns, wills, trusts, and insurance policies, instantly summarizing key data, identifying actionable planning insights, quantifying the value of advice, and driving more revenue to the advisor, accomplishing in minutes what used to take hours and starting where traditional retirement planning software stops.
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Client Services
Carefull guards your money, credit, and identity from threats, thieves, and everyday money mistakes.
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Strategy and Activation Consulting
EVO Helps Wealth Managers Activate Differentiated and Scalable Client Service Platforms. We Make the Complex Simple
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M+A Consulting
The wealth and investment management industries’ elite firms rely on ECHELON’s investment banking expertise, strategic advisory, and valuation services to bring their vision to life, power their performance, and drive exceptional business results.
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Portfolio Design
Design goals-based, personalized portfolios that incorporate annuity and insurance modeling, tax assumptions, Roth conversions and more to deliver probability-based, actionable investment proposals for clients.r
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Custom Model Portfolios
As a fiduciary advisor, you want to give your clients the best investment options available. Modelist provides you with access to a wide range of asset allocation strategies that are usually only found on model platforms or in commingled funds.
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New Client Onboarding
OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.
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Portfolio Overlay Management, TAMP
GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs.
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Prospect Data Aggregation
SmartData streamlines data collection from months to days through a patent-pending workflow so you can focus on what matters—building client relationships and growing your AUM.
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Portfolio Overlay Management
Our suite of portfolio management solutions enables you to quickly personalize portfolios at scale and create the capacity for long-term business growth.
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Portfolio Overlay Management
Custom direct indexing across equities and fixed income for Financial Advisors. Brooklyn Investment Group is a white-label managed accounts platform for financial advisors and asset managers serving the advisor community.
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Marketing, Compliance
Establish, grow and nurture your online reputation. 165,000 prospects will search for a financial advisor on Google next month. They can’t work with you if they can’t find you.
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WealthTech Database
WealthTech Select stands as an innovative research and discovery platform revolutionizing how Registered Investment Advisors (RIAs) navigate and select technology solutions for their firms.
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AI Prospect Database
WealthFeed's AI-powered platform helps you win new business, retain clients, and save time.
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Digital Marketing Platform
From Leads to Legacy The AI-Powered Growth Engine for Financial Advisors Helping RIAs Lower CAC, Scale Effortlessly, and Build a High-Value Practice with AI-Driven Lead Generation
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Data Infrastructure
The Fastest Way to Own All Your Data and elevate your Advisor & Client Experience
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