Wealth Mgmt Tech

Apex Fintech Solutions provides custody, clearing, and execution services, powering a wide range of fintech companies and wealth managers.

Salesforce Financial Services Cloud is a specialized CRM platform built for the unique needs of financial advisors and wealth management firms, enabling personalized client engagement.

InvestCloud provides a comprehensive digital platform for wealth management, including client engagement, financial planning, and portfolio management.

eMoney Advisor offers comprehensive financial planning and wealth management solutions for financial advisors and their clients.

Black Diamond, part of SS&C Advent, provides an award-winning wealth management platform with rebalancing, reporting, and client portal capabilities.

MoneyGuidePro offers goals-based financial planning software, helping advisors engage clients and manage their financial futures.

MoneyGuidePro offers financial planning software known for its engaging client experience and robust retirement planning tools, enabling advisors to create comprehensive financial plans.

Riskalyze provides a risk alignment platform that quantifies investor risk tolerance and aligns portfolios accordingly.

Redtail Technology provides cloud-based CRM solutions specifically designed for financial advisors, along with imaging and email archiving services.

Nitrogen, formerly Riskalyze, provides a risk alignment platform that quantifies investor risk tolerance and aligns portfolios accordingly.

RightCapital offers next-generation financial planning software with a focus on ease of use, engaging visuals, and robust integrations.