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  • Practifi
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    4.8 / 5.0
    Customer References 6 total
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    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 …

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  • GeoWealth
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    4.8 / 5.0
    Customer References 6 total
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    GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). They are an award-winning provider of wealth management technology; combining …

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  • Jump
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    4.8 / 5.0
    Customer References 28 total
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    Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

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