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  • AdvisorEngine
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    4.8 / 5.0
    Customer References 7 total
    About

    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 …

  • CoInvestor
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    4.8 / 5.0
    Customer References 6 total
    About

    CoInvestor regulated investment platform connecting advised and direct investors with private market assets. The investment process for alternative assets is outdated; access to investments is limited, the application process is …

  • Linedata
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    Customer References 9 total
    About

    Global solutions provider dedicated to the investment management and credit community. Linedata provides software, services and value-added data.

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