Find the best Advisor Technology Platform Software companies for your business. Compare case studies, success stories, & testimonials from the top Advisor Technology Platform Software vendors.
Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range …
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …
Technology and Investment Solutions | SEI We deliver technology and investment solutions that connect the financial services industry. We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through …
For 30 years, EV has been the tech innovator behind the UK's wealth management revolution. They're re-engineering the financial planning and advice process to make it more accessible and engaging …
BridgeFT is a leading provider of WealthTech API solutions for FinTechs, RIAs, TAMPs, and Financial Institutions. They offer integrated advisor platforms, open APIs, and automated SaaS solutions to streamline operations, …
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B …
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial advice and wellness are delivered. Their mission …
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