Technology Providers
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Member Circle
Act Analytics is an innovative financial technology provider that enables wealth managers to take advantage of the growing trend of sustainable investing. Our platform gives wealth managers the tools to effectively talk to their clients about sustainability and integrate ESG into their portfolio construction process. We have played… MORE
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment… MORE
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empowers… MORE
Designed for the ultimate fiduciaries, Andes Wealth Technologies is the first company to combine behavioral finance/risk profiling with robust analytics to help financial advisors provide truly personalized services to satisfy Regulation Best Interest, while protecting clients and themselves in challenging markets… MORE
The Black Diamond ® Wealth Platform is a comprehensive, cloud-based solution, which serves at the heart of an investment firm’s business. The harmonious technology suite includes dynamic portfolio management and reporting, an interactive client portal, trade rebalancing… MORE
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and… MORE
Charles River serves over 350 Buy-Side Institutional and Wealth Management clients in 30 countries. Over half of the top 50 investment managers globally rely on Charles River IMS… MORE
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs… MORE
Founded in 2011 with offices in Santa Clara, California, and Birmingham, Alabama, Entreda is the leading provider of comprehensive cybersecurity software, systems and training to the independent financial advice and healthcare industry. Entreda developed its award-winning solutions to help regulated industries monitor and protect client information and assets with the highest standards… MORE
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions for mutual fund companies, fund transfer agents, alternative investment sponsors, 529 providers and broker-dealers. The intuitive, rules-based platform provides: A tightly integrated imaging and workflow system to manage and automate operational processes… MORE
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions… MORE
Jemstep is transforming the way banks deliver wealth management, with a superior digital investing experience for advisors and clients. Our platform, “Advisor Pro”, integrates goal-based wealth management within a bank’s current service model and systems. It helps firms grow the business, lower costs to serve, increase operational efficiencies… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise… MORE
MyComplianceOffice (MCO) provides compliance management software that enables companies around the world to reduce their risk of misconduct. Our powerful platform lets compliance professionals demonstrate they are proactively managing the regulated activities of employees, third-party vendors… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
Panoramix™, with its innovative Sapphire Data Engine, provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor…. MORE
Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and wealth firms to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an elegantly designed interface. RIAs, IBDs & MFOs now have a system to unify their business from client interactions… MORE
In 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering… MORE
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
SS&C Advent, SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to the global financial services industry. We automate and integrate front-office functions such as trading and modelling, middle-office functions such as portfolio, collateral and FX management and reporting, and back-office functions … MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
TradingFront is a white-label, customizable, holistic platform for RIAs, integrated and partnered with Interactive Brokers. Our feature-rich, cost-effective solution helps RIAs efficiently run their business and delivers a world-class experience to their customers with smart, robo-enabled, powerful and easy-to-use features … MORE
Twenty Over Ten s a digital marketing platform for the modern advisor that helps advisors drive, capture and convert more leads through hyper-personalized digital marketing. The firm’s products allow both individual wealth management firms and enterprise groups to easily automate and deliver digital communications (email marketing, social media, landing pages and customizable content)… MORE
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.4 trillion… MORE
Finalists
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Member Circle
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
| Company |
|---|
Member Circle
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
SMArtX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single… MORE
Finalists
| Company |
|---|
Member Circle
Finalists
| Company |
|---|
Member Circle
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment… MORE
Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empowers… MORE
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.4 trillion… MORE
Finalists
| Company |
|---|
Member Circle
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Panoramix™, with its innovative Sapphire Data Engine, provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor…. MORE
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.4 trillion… MORE
Finalists
| Company |
|---|
Member Circle
Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions for mutual fund companies, fund transfer agents, alternative investment sponsors, 529 providers and broker-dealers. The intuitive, rules-based platform provides: A tightly integrated imaging and workflow system to manage and automate operational processes… MORE
TradingFront is a white-label, customizable, holistic platform for RIAs, integrated and partnered with Interactive Brokers. Our feature-rich, cost-effective solution helps RIAs efficiently run their business and delivers a world-class experience to their customers with smart, robo-enabled, powerful and easy-to-use features … MORE
Finalists
| Company |
|---|
Member Circle
The Black Diamond ® Wealth Platform is a comprehensive, cloud-based solution, which serves at the heart of an investment firm’s business. The harmonious technology suite includes dynamic portfolio management and reporting, an interactive client portal, trade rebalancing… MORE
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
TradingFront is a white-label, customizable, holistic platform for RIAs, integrated and partnered with Interactive Brokers. Our feature-rich, cost-effective solution helps RIAs efficiently run their business and delivers a world-class experience to their customers with smart, robo-enabled, powerful and easy-to-use features … MORE
Finalists
| Company |
|---|
Member Circle
MyComplianceOffice (MCO) provides compliance management software that enables companies around the world to reduce their risk of misconduct. Our powerful platform lets compliance professionals demonstrate they are proactively managing the regulated activities of employees, third-party vendors… MORE
Panoramix™, with its innovative Sapphire Data Engine, provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor…. MORE
Finalists
| Company |
|---|
Member Circle
Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and wealth firms to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an elegantly designed interface. RIAs, IBDs & MFOs now have a system to unify their business from client interactions… MORE
In 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering… MORE
Finalists
| Company |
|---|
Member Circle
Founded in 2011 with offices in Santa Clara, California, and Birmingham, Alabama, Entreda is the leading provider of comprehensive cybersecurity software, systems and training to the independent financial advice and healthcare industry. Entreda developed its award-winning solutions to help regulated industries monitor and protect client information and assets with the highest standards… MORE
Panoramix™, with its innovative Sapphire Data Engine, provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor…. MORE
Finalists
| Company |
|---|
Member Circle
Jemstep is transforming the way banks deliver wealth management, with a superior digital investing experience for advisors and clients. Our platform, “Advisor Pro”, integrates goal-based wealth management within a bank’s current service model and systems. It helps firms grow the business, lower costs to serve, increase operational efficiencies… MORE
Finalists
| Company |
|---|
Member Circle
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs… MORE
Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise… MORE
Finalists
| Company |
|---|
Member Circle
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
Finalists
| Company |
|---|
Member Circle
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
| Company |
|---|
Member Circle
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and… MORE
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
Finalists
| Company |
|---|
Member Circle
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
Charles River serves over 350 Buy-Side Institutional and Wealth Management clients in 30 countries. Over half of the top 50 investment managers globally rely on Charles River IMS… MORE
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients… MORE
Finalists
| Company |
|---|
Member Circle
Act Analytics is an innovative financial technology provider that enables wealth managers to take advantage of the growing trend of sustainable investing. Our platform gives wealth managers the tools to effectively talk to their clients about sustainability and integrate ESG into their portfolio construction process. We have played… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
| Company |
|---|
Member Circle
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Panoramix™, with its innovative Sapphire Data Engine, provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor…. MORE
SS&C Advent, SS&C Advent, a business unit within SS&C Technologies Holding Inc. (SSNC: NASDAQ), provides software and software-enabled services to the global financial services industry. We automate and integrate front-office functions such as trading and modelling, middle-office functions such as portfolio, collateral and FX management and reporting, and back-office functions … MORE
Finalists
| Company |
|---|
Member Circle
The Black Diamond ® Wealth Platform is a comprehensive, cloud-based solution, which serves at the heart of an investment firm’s business. The harmonious technology suite includes dynamic portfolio management and reporting, an interactive client portal, trade rebalancing… MORE
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
Finalists
| Company |
|---|
Member Circle
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
Designed for the ultimate fiduciaries, Andes Wealth Technologies is the first company to combine behavioral finance/risk profiling with robust analytics to help financial advisors provide truly personalized services to satisfy Regulation Best Interest, while protecting clients and themselves in challenging markets… MORE
Finalists
| Company |
|---|
Member Circle
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
Finalists
| Company |
|---|
Member Circle
Finalists
| Company |
|---|
Member Circle
Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empowers… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Orion Advisor Tech (“Orion”) is the premier portfolio management technology provider for registered investment advisors. Since their creation in 1999, Orion has evolved with the needs of advisors, offering technology and solutions to grow their businesses with greater efficiencies and a… MORE
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and research in the Riskalyze Partner Store. Riskalyze is the inventor of… MORE
Finalists
| Company |
|---|
Member Circle
Charles River serves over 350 Buy-Side Institutional and Wealth Management clients in 30 countries. Over half of the top 50 investment managers globally rely on Charles River IMS… MORE
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over… MORE
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.4 trillion… MORE
Finalists
| Company |
|---|
Member Circle
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
| Company |
|---|
Member Circle
Act Analytics is an innovative financial technology provider that enables wealth managers to take advantage of the growing trend of sustainable investing. Our platform gives wealth managers the tools to effectively talk to their clients about sustainability and integrate ESG into their portfolio construction process. We have played… MORE
Addepar is a wealth management platform that specializes in data aggregation, analytics, and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment… MORE
Adhesion Wealth® is a leading provider of outsourced managed accounts, including sophisticated and customized investment solutions, integrated with practice management tools and outsourced back- and middle-office, to wealth advisory firms. These solutions enable advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios… MORE
AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services… MORE
Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American insurance firms. Decades of experience empowers… MORE
Designed for the ultimate fiduciaries, Andes Wealth Technologies is the first company to combine behavioral finance/risk profiling with robust analytics to help financial advisors provide truly personalized services to satisfy Regulation Best Interest, while protecting clients and themselves in challenging markets… MORE
The Black Diamond ® Wealth Platform is a comprehensive, cloud-based solution, which serves at the heart of an investment firm’s business. The harmonious technology suite includes dynamic portfolio management and reporting, an interactive client portal, trade rebalancing… MORE
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and… MORE
Charles River serves over 350 Buy-Side Institutional and Wealth Management clients in 30 countries. Over half of the top 50 investment managers globally rely on Charles River IMS… MORE
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs… MORE
Founded in 2011 with offices in Santa Clara, California, and Birmingham, Alabama, Entreda is the leading provider of comprehensive cybersecurity software, systems and training to the independent financial advice and healthcare industry. Entreda developed its award-winning solutions to help regulated industries monitor and protect client information and assets with the highest standards… MORE
eMoney Advisor, LLC (“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 overall growth. More than 70,000 financial professionals… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Envision is the leading provider of real-time shareholder recordkeeping and servicing solutions for mutual fund companies, fund transfer agents, alternative investment sponsors, 529 providers and broker-dealers. The intuitive, rules-based platform provides: A tightly integrated imaging and workflow system to manage and automate operational processes… MORE
FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities and domain expertise, FIS serves more than 20,000 clients in over… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions… MORE
Jemstep is transforming the way banks deliver wealth management, with a superior digital investing experience for advisors and clients. Our platform, “Advisor Pro”, integrates goal-based wealth management within a bank’s current service model and systems. It helps firms grow the business, lower costs to serve, increase operational efficiencies… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise… MORE
MyComplianceOffice (MCO) provides compliance management software that enables companies around the world to reduce their risk of misconduct. Our powerful platform lets compliance professionals demonstrate they are proactively managing the regulated activities of employees, third-party vendors… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE