Best Financial Advisor or Wealth Management Platform

  • Advicent

    https://www.advicentsolutions.com/

    Advicent is the financial planning technology provider of choice for nearly 100,000 financial professionals within 4,000 clients worldwide, including five of the top seven custodians, 12 of the top 25 broker-dealers, five of the top 10 American banks, and seven of the top 10 insurance firms. Our decades of experience empower Advicent to create scalable technology prepared for regulatory changes; compliance workflow management; fully branded client experiences through industry-leading APIs; and superior cash flow and goal-based calculations. Advicent products are designed to satisfy the needs of every investor and are used in firms of all sizes. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future.

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  • AdvisorBid

    https://advisorbid.com

    The Financial Advisor Marketplace - Transition, Recruit, Buy, Sell, Merge, Financing, Explore

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  • AgentRisk

    http://agentrisk.com

    SuperHuman Wealth Management

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  • Albridge

    https://www.albridge.com

    For over 15 years, Albridge has built on a foundation of data excellence while continuing to innovate to empower advisor/client collaboration. That collaboration, and the tools to move it forward, are what will be mission-critical to the advisor of the future, especially those focused on fiduciary responsibility. To advance that collaboration, Albridge offers a comprehensive, holistic reporting application, Albridge Wealth Reporting, that allows an advisor to share charts, graphs, and illustrations of portfolio, account, household; the metrics that illustrate progress towards goals. The foundation of Albridge Wealth Reporting is the aggregated data that feeds the application (and integrates across other key tools advisors rely on). The quality and integrity of that data is of utmost importance. That is why Albridge pioneered the Data Quality Benchmark, to introduce a new standard of accountability and drive toward the highest possible result for the industry as a whole: -The Albridge Data Quality Benchmark provides data quality metrics at the broker-dealer, data source and product company levels. -Albridge incorporates metrics into scorecards, giving financial institutions a clearer picture of their data as it appears on Albridge Wealth Reporting. -The scorecards and their underlying components comprise the digital pulse for companies to identify opportunities that will improve their data integrity and thus the transparency and trust that the industry is fighting to attain. Delivering transparency at a meaningful level throughout the broker-dealer universe can be a challenge, especially if firms are focused at a granular level on their own metrics and improvements don't translate across providers. Albridge seeks to bring these efforts to a higher level, by analyzing the accuracy of each firm's data, and providing the industry benchmarks by which individual companies can assess their data quality against their competition. Our Benchmark is the result of analyzing data from over 90 custodians and 650 product companies, representing 48 million client accounts. Following individual company analysis, we established appropriate bases of comparison covering broker-dealer segments and sub-segments as well as their respective sources of information. To support adoption of this new standard, information is presented in a simple and intuitive manner to allow operations and technical professionals to identify issues, make recommendations and encourage action by their senior management, all in the name of greater transparency and investor trust. The Albridge Data Quality Benchmark is the only service in the industry that provides such extensive data quality metrics and analysis to broker-dealers, RIAs, custodians and product companies. The metrics are generated on a monthly basis and are made available to clients quarterly via a digital business intelligence scorecard. Viewable at a client and enterprise level, the Albridge Data Quality Benchmark shows trends that help firms determine areas for improvement, resulting in increased transparency and confidence in the advisor and the investor wealth reporting experience. The data quality scorecard metrics represent key performance indicators of the client experience. They are related to investor, account and holdings data, and are captured granularly across the dimensions of data quality • Accuracy reflects the reliability of data received by Albridge. Our software can determine inaccuracies based on expected values and tolerance checks. • Completeness measures whether key data elements relative to a record are populated. • Timeliness represents whether a data source delivers their EOD batch data in a timely manner to support the advisor and investor experience needs for the next business day. • Coverage indicates the number of accounts on the platform. It is used to determine impact percentages for the latter three measurements. We support this Data Quality Benchmark through live programming and direct response; we've created the Albridge Data Quality Forum, a bimonthly meeting of operations and technology professionals from broker dealers, custodians, and product companies, in which issues of data integrity, quality and improvement are discussed. These professionals frequently leave our colleague-inspired forum with a roadmap for improving their own digital capabilities and the data quality of their organizations and partners. At Albridge, we believe data excellence is a journey and not just a destination. We invite disruptors and innovators to learn more about how they can work with us to establish the data integrity that builds trust across the investment ecosystem.

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  • Backstop Solutions Group

    http://www.backstopsolutions.com

    Backstop Solutions Group is a leading provider of cloud-based productivity solutions for hedge funds, funds of funds, pensions, endowments, private equity firms, consultants and family offices. Founded in 2003, Backstop created the industry's first productivity suite that empowers firms in the alternative investment management industry to achieve greater business agility. For alternative fund managers, raising capital is intimately connected to retaining it. For allocators, research management is inseparable from portfolio management. Because of the interconnectedness of these processes, standalone solutions are not, and will never be, sufficient to handle the entire lifecycle of capital in the alternative investments industry. It is with this vision that Backstop has built a productivity suite that integrates these efforts into a single, streamlined mission. With offices across the United States and in Europe and Asia, Backstop now serves over 700 firms worldwide, making it one of the fastest growing software providers in the financial services industry. The Backstop Suite helps our fund manager clients strengthen their relationships with investors and interact with their many service providers while also maintaining their ability to adapt to the ever-evolving regulatory landscape. Allocators use these same components of the suite in addition to Backstop's research and portfolio management features to make better investment decisions and accurately account for their investment activity. Backstop CRM - Backstop's powerful contact relationship management features provide the ideal foundation to manage the complete investor lifecycle and the potentially complex relationships that impact these efforts. Backstop is the go-to system for fund marketers to raise and retain assets by managing investor pipelines and KYC profiles; investment and compliance documentation; notes, meetings, calls, and e-mail communications - all in a centralized system that can be securely accessed by distributed, global teams. Backstop IR - Backstop's investor relations and account management tools enable users to track and report on investor activity; calculate individual performance and complex liquidity; produce and distribute investor statements, call notices and compliance affirmations. Upload data from a third-party administrator or use Backstop Investor Accounting to calculate investor allocations and ensure protected access to detailed investor account histories. Backstop Research - Backstop's research management tools provide some of the world's largest asset owners and consultants a complete research and due diligence solution, combining qualitative, quantitative and subjective data tracking tools; document management; manager, fund and vendor profiling; statistical analysis; exposures and benchmarks all in one package. Our asset owner clients centralize their entire manager research and interactions within Backstop and represent well over $1 trillion. Backstop Portfolio - Backstop's portfolio management features allow asset owners to centralize holdings in alternative investments, including capital-call structured funds (PE, Venture, Real Estate, etc.) on a single platform. Backstop provides accurate valuation, liquidity and commitment tracking alongside quantitative and qualitative research profiles. These features also use transaction and valuation histories to calculate actual performance statistics and aggregate exposures based on the portfolio weightings of the underlying managers. Backstop Portal - Backstop provides a single point of entry and administration to streamline communications through direct email messaging as well as posts to your Backstop Portal. Client and prospect access to documents is a standard feature, but Backstop's Portal also allows the viewing of in-page data, charts and downloadable tables to enable your clients to easily use the data in their own systems. Backstop Accounting - Backstop Investor and Portfolio accounting features allow users to manage any manner of pooled investments from onshore funds with side pockets and lot level details, to offshore funds with multi-currency share classes and series or equalization, each with their own fee structures. Backstop Accounting captures all capital transactions, including subscriptions, redemptions, dividends, transfers, assignments, and rollups.

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  • BNY Mellon's Albridge

    http://albridge.com

    Albridge powers the performance and wealth reporting solutions used by over 80,000 advisors at over 140 financial organizations supporting more than 40 million client accounts. These solutions allow advisors to better illustrate a client's full financial picture and guide better decision making, by offering an accurate, single view of all client assets.

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  • Brinker Capital - RIA Services

    https://brinkerriaservices.com/

    Brinker Capital is a privately held investment management company with $21.7 billion in assets under management (as of December 31. 2017) located in Berwyn, PA. Since 1978, we have remained focused on the evolving needs of investors. We believe investing is more than beating benchmarks and indices; investing is personal and should be focused on accomplishing life goals. We offer a range of institutional-quality solutions built on our long-standing multi-asset class investment philosophy and wealth management experience.

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  • BrokerHunter

    http://www.brokerhunter.com

    Since 1999, BROKERHUNTER has become a leading destination for Financial Services Jobs and Talent!

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  • Envestnet

    http://envestnet.com

    Envestnet, Inc. (NYSE:ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes. Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions. More than 59,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

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  • Fundbase Fund Services AG

    https://alpha.fundbase.com/#/all_funds?_k=jwfkoo

    Today, Fundbase is the world's largest marketplace for hedge funds, with over 8,000 hedge funds being connected to by more than 3,000 accredited investors. Fundbase facilitates the end to end hedge fund investment cycle, entirely online and is backed by a world-class investment team, lead by Steven Kaufman the former CIO at AXA. Our only goal is to make investors perform significantly better, by consistently outperforming the market. We grant easy access to investors who aren't already in this asset class and unique access to those who already are. No matter how sophisticated one's investment team is, you are still not powerful enough to understand the entire universe of fund managers, which is currently over 15,000. Fundbase democratizes the alternatives asset class and that distribution translates into a significantly, greater deal flow. Locating quality managers early, getting in before they close and getting out before they lose their edge is where Fundbase offers the most value.

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  • InvestCloud

    http://www.investcloud.com

    InvestCloud is the leading provider of flexible and fully integrated digital apps for financial services. The firm has built a comprehensive technology platform that offers the investment community the ability to easily integrate and manage data, deploy modular digital solutions, as well as configure and customize innovative and personalized digital experiences. InvestCloud is particularly established in the financial advisor and wealth management segments, and has won numerous awards for innovation in this space.

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  • iTech Family

    http://www.itcap.vc

    iTech Family is a family of PE and Venture Capital funds with a focus on investing in growing companies in such areas as AdTech, FinTech, IoT, OnlineTravel, Processing and BigData. For now iTech manages 4 funds - iTech Capital I, iTech Capital II, Skolkovo Digital and Prostor Capital. Our pioneer fund, iTech Fund I, LP was established in Y2011 and is supported by iTech Advisors Limited investment team which provides advisory and supervisory services over its assets to the Fund.

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  • ITECHFLOCK SOFTWARE PRIVATE LIMITED

    So the idea behind seating the HelloTax is to reduce the time of filing by simplification of procedures without compromising the laid laws. Also objective is to optimize the effectiveness of filing and increase the tax base and facilitate the same at low cost

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  • Laserfiche

    http://www.laserfiche.com

    Laserfiche is an enterprise content management platform that allows organizations to securely manage documents and accelerate process automation management. Laserfiche helps wealth management businesses scale their operations to cross the billion-dollar AUM mark and achieve success in post M&A integration. Along with winning industry awards, Laserfiche has also set the industry standard with a Department of Defense 5015.2-certified records management solution.

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  • MaxMyInterest

    http://maxmyinterest.com

    Six Trees Capital LLC is a financial technology company focused on bringing efficiency and transparency to financial markets, with a focus on the $13 trillion market for bank deposits. The Company was founded in 2013 by Gary Zimmerman, an investment banker who sought a better solution for keeping cash safe during the financial crisis. Max helps financial advisors offer their clients higher yields on the cash that they hold in the bank and in their investment portfolios. We offer integrated solutions for financial advisors, including an Advisor Dashboard to see clients' cash holdings, single-sign-on capability so advisors can serve clients within their existing client experience, and APIs that allow for integrations with CRMs and portfolio accounting systems.

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  • Minna Technologies

    https://minnatechnologies.com/

    World's leading subscription management platform - ready to integrate with retail banks.

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  • MyVest

    http://myvest.com

    MyVest enables enterprise wealth management organizations to provide truly personalized solutions, managed holistically in a tax-optimized way — a powerful combination you won’t find with any other platform. Transform your organization with MyVest, enterprise wealth management for the digital age. Learn more at myvest.com.

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  • OpenInvest

    https://www.openinvest.co

    OpenInvest is an online investment platform that designs investment portfolios for users completely customized around their beliefs, allowing anyone to become a financial activist and take full control of their shareholder rights.

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  • Orion Advisor Services

    https://www.orionadvisor.com/

    Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion provides integrated and fully customizable technology solutions, helping advisors grow their businesses.

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  • RBC Correspondent & Advisor Services

    http://www.rbccorrespondentservices.com/black

    RBC Correspondent Services provides comprehensive clearing services to more than 180 varying types of broker dealers, from full-service wealth management firms to traditional retail brokerages, along with institutional and FinTech. RBC Advisor Services provides custody and brokerage services to nearly 100 Registered Investment Advisor firms. We provide these clients with the products and services necessary to support their firms and their 4,000+ advisors so they can focus on their most important asset – their clients.

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  • Redtail Speak

    http://corporate.redtailtechnology.com/

    Redtail Speak is a compliance-friendly, real-time communication platform that enables financial advisors to communicate with clients safely and securely via text message, without ever leaving the Redtail CRM. Advisors can communicate with their clients while remaining compliant with all federal rules and regulations, including adhering to FINRA’s new regulatory notice that states that all text messaging conversations must be recorded. Speak automatically archives every message and conversation, and all messages, conversations and documents are completely searchable. As advisors’ clients have come to expect real-time communication, Speak’s game-changing software enables advisors to meet that demand.

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  • Riskalyze

    http://www.Riskalyze.com

    Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com.

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  • Sharesight

    https://www.sharesight.com

    Sharesight is a cloud investment portfolio tracking solution used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, plus you can share unlimited secure access with anyone you wish.

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  • Sharesight

    https://www.sharesight.com/pro/

    Sharesight is a cloud investment portfolio tracking solution used by thousands of DIY investors and finance professionals. Sharesight leverages 20 years of historical data and syncs with brokers to track trades, dividends, and corporate actions automatically. You can use Sharesight to run performance and tax reports in one click, plus you can share unlimited secure access with anyone you wish.

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  • Sycamore Company

    http://www.sycamorecompany.com/

    Sycamore Company is a modern back-office technology solution for broker-dealers and RIAs. Instead of disparate platforms for different needs, Sycamore’s core functionality sits on one established platform, fully automated and customizable, helping to increase efficiency and enable organizations to reach their full potential.

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  • Vestwell

    http://www.vestwell.com

    Vestwell is a digital retirement platform specializing in 401(k) and other defined contribution retirement investment management services, combining the best parts of automated investing with a human touch.

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