Find the best Financial Advisor Software companies for your business. Compare case studies, success stories, & testimonials from the top Financial Advisor Software vendors.
eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive …
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …
Proformex was created to make InForce Policy Management easy. Their intuitive platform helps you monitor, analyze and manage the performance of your clients' life insurance policies in a single, distribution-agnostic …
BRITech is a British/Brazilian FinTech SaaS company headquartered in Sao Paulo, Brazil, with 70 employees in offices in eight countries. They provide scalable, robust wealth management software, professional services and …
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …
CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform. CircleBlack’s platform includes performance reporting, rebalancing, and billing functionality, as well as real-time …
Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.
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 …
InvestCloud is California-based with a global presence, known for first-class, financial digital solutions, pre-integrated in the cloud. They create beautifully designed client experiences and intuitive operations solutions using their ever-expanding …
BlueSun is a leading provider of software solutions to the financial services industry in North America. Founded in 2001 by Simon Tomlinson and Stewart Wigg, their vision was to be …
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 …
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 …
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 …
I Pro Advisers is a North American leader in providing web-based application for Insurance and Financial industry. Allowing the best Financial and Insurance advisors/brokers to be more innovative, competitive and …
RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …
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