Blogs
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Client Engagement & Management
The ways in which wealth management firms engage with and manage their client relationships is changing. Changing client expectations and the role of technology represent both a threat to the traditional engagement and management model as well as an opportunity to create a more engaging and profitable model. Our Client Engagement & Management business need captures a wide range of technology solutions and tools that can support wealth managers in their ability to reach, understand, communicate with, respond to and manage their clients, whether contact is initiated by the client or the wealth manager.
- Total Solutions634
- Solution Providers438
- Knowledge Resources849
Featured Solutions
Zurich, Switzerland
additiv Hybrid Wealth Manager
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......
Client type
Relevant Regions
Zurich, Switzerland
CREALOGIX Invest
Connecting with any core banking or back office system(s), CREALOGIX Invest provides a self-service system of engagement for clients of wealth management firms. The standardised product allows firms rapidly to modernise their mobile and desktop user experience, or launch completely new digital investing services such as a robo-advisory offering. Offering convenient......
Client type
Los Angeles, CA, United States
Docupace Client Onboarding
Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it longer. What if you could eliminate errors and delays from your new business workflows? With Docupace, you can shrink processing times from days to minutes.......
Client type
Relevant Regions
Budapest, Hungary
Wealth Portal
The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a......
Client type
Relevant Regions
Lausanne, Switzerland
Risk analytics and portfolio assistant
With Edgelab’s extensive risk analytics and portfolio assistant, banks can deliver a 360-degree view on portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients. Unlike other solutions, Edgelab takes the true nature of......
Client type
Lausanne, Switzerland
Advisory application
Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks......
Client type
Lausanne, Switzerland
Content marketplace
The solution enables research providers to Make their research and investment ideas easily accessible Link specific research pieces with suitable investment products Get support with content creation, curation and design The solution enables professional investors to Access investment content from various providers efficiently Share convincing and visually appealing investment stories with clients Obtain real-time prices for suitable......
Client type
Relevant Regions
Lausanne, Switzerland
Wealth platform for IAMs
The solution: Enables the management of investment strategies and model portfolios Provides access to investment stories, themes and ideas Allows generation of investment proposals, suitability checks and systematic monitoring of portfolio restrictions Provides aggregated performance and risk reports across all clients Assist with reconciliation tasks The platform is web-based and is already connected to over 70......
Client type
Relevant Regions
Bangkok, Thailand
Smartcards
What are they? Digital business cards that are backed by powerful sales engagement technology. No more paper business cards, instead have a beautifully designed and branded plastic or metal card that with one tap on your recipient’s mobile phone, opens a world of engagement, creating a connection like never before. Why is......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Beverly Hills, CA, United States
Financial Planning Platform
InvestCloud Digital Financial Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Financial Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning....
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Geneva, Switzerland
InvestGlass
Fintech friendly CRM built for banks, asset managers, remote workers and much more. Sell faster. Close more deals. InvestGlass offers the industry's leading integrated wealth advisor platform. Before any client interaction, wealth advisors check on their customised InvestGlass platform for recommendations. InvestGlass is not an investment advisor, broker or dealer and......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
San Francisco, CA, United States
Jacobi
Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Cupertino, CA, United States
The Moxo Secure Message Center Solution
Completely configurable Moxtra’s SMC can be configured to the workflow needs of business across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions around the world. Deployment is flexible with hybrid, private cloud and on-premise......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Burlington, MA, United States
Nuance Gatekeeper
Improve experiences, reduce costs, and prevent fraud in every channel Nuance Gatekeeper delivers seamless, secure biometric authentication with intelligent, proactive fraud prevention. Through Gatekeeper, companies improve customer experiences and reduce operational costs--whenever, wherever and however customers engage. The world’s most advanced biometric solution for authentication and fraud detection Nuance Gatekeeper is a fully......
Client type
Relevant Regions
London, United Kingdom
Nucoro Hybrid Advisory
Deliver a superior advisor-led client experience and supercharge your advisors’ capabilities, freeing up their time to build deeper relationships and drive new business development. Build trust, increase conversion and provide deeper knowledge to your clients with AI-powered portfolio insights at your advisors’ fingertips. Deliver a slicker service to your clients and give......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
London, United Kingdom
Portfolio Management
As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....
Client type
Relevant Regions
London, United Kingdom
Reporting as a Service
Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......
Client type
London, United Kingdom
Expert Laser – Laser Coach (Masterclasses)
Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Rotterdam, Netherlands
OPAL Platform
Globally, OPAL is a leading solution in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial......
Client type
Chicago, IL, United States
Practifi
Practifi is the single, unified workspace for every role in a high-performing advisory firm. With insightful dashboards, rich client views, intelligent automation and advanced analytics, Practifi helps Advisory, Client Service, Compliance, Management and Marketing teams gain actionable insights and improve operational efficiency to deliver exceptional client services. ...
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Toronto, ON, Canada
SideDrawer
You have more stuff than you think. It can be daunting to organize all your financial documents, assets, identity and important everyday life documents. Thinking about how to securely store and share your information, track who it is shared with, and trying to gather and manage all your information from......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Copenhagen, Denmark
SimCorp Digital Engagement Portal
Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been......
Client type
Zurich, Switzerland
ImpaQt+
ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......
Client type
Relevant Regions
Espoo, Finland
WealthMapper
The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Boulder, CO, United States
Louise by TIFIN
Louise empowers advisors to grow their practices by engaging clients with a personalized, digital charitable giving platform. Sprung from the confluence of wealth management and philanthropy, our scalable end-to-end solution supports the charitable goals of the whole family through personalized Donor Advised Funds. With Louise, users can search and discover over......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Grow
TIFIN Grow, part of TIFIN Wealth, helps wealth managers create hyper-personalized and intelligent investment proposals for their prospects by matching portfolios to an individual’s risk, planning, and financial personality insights. TIFIN Risk helps advisors with compliance, prospecting, and client retention by calculating and comparing three risk scores: risk capacity, risk preference,......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Personality
TIFIN Personality helps advisors grow their practice with cutting-edge AI technology that uses positive psychology to identify what matters most to investors. It empowers advisors to differentiate their offering, deepen relationships, engage with new clients, and even discover held-away assets. TIFIN Personality is part of TIFIN Grow, which helps wealth managers augment......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Plan
TIFIN Plan is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Plan with TIFIN Grow’s Risk and Personality platforms to......
Client type
Relevant Regions
Boulder, CO, United States
TIFIN Risk
TIFIN Risk is part of TIFIN Grow, which helps wealth managers augment their businesses through personalization at scale. TIFIN Grow empowers advisors to understand their clients’ and prospects’ fears, needs, and wants through risk, planning, and personality assessments. Advisors may complement TIFIN Risk with TIFIN Grow’s Personality and Plan platforms to......
Client type
Relevant Regions
Basel, Switzerland
Unblu Conversational Platform
The Unblu Conversational Platform enables advisors and customers to engage, converse, browse & collaborate in the same web asset or mobile application simultaneously. Our customers leverage their existing investments in digital channels, increase the number of customer interactions and reduce the total cost of ownership. We provide highly secure engagement and......
Client type
London, United Kingdom
CLMi
CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment.......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
WDX1
WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Plymouth Meeting, PA, United States
WealthHub
WealthHub creates an operating environment for trust administration that puts all your critical information in one place and provides customizable workflows and approval processes. Trust documents. Investment account and cash balances. Client information. Family relationships. Bank accounts and transactions. Key trust provisions. All at your fingertips for efficient management. There has......
Client type
Relevant Regions
All Solutions
Leicester, United Kingdom
360 Accounts
The accounts module is used by accounts teams of large and small finance companies alike and due to its flexibility it can be tailored to your business. With the ability to record commissions due and incoming payments, set different commission ratings for your specified advisers/policies and match outstanding payments, the accounts......
relevant regions
Leicester, United Kingdom
360 Advisor
With over 15 years development experience within the financial industry and part of a large intermediary, we know that no two advisers work the same way, and that’s why we have tailored our system to be flexible throughout the sales process from the initial opportunity right up to receiving commissions......
relevant regions
Singapore, Singapore
Leicester, United Kingdom
360 Fact Find
Fully Integrated POS mortgage, protection & GI sourcing ‘Invite clients’ To complete or part complete the fact find Integrated suitability report builder & quick quote As a result of completing the 360 Lifecycle Online Fact Find, you also get the functionality allowing you to create a ‘Recommendation Report’. “With 360 Lifecycle you are in......
relevant regions
Singapore, Singapore
Leicester, United Kingdom
360 Office
360 Office addresses many of the challenges faced by financial intermediaries creating tools that allow principals, managers and administrators to support their forward facing activities and managed their back office operations. These include… Performance monitoring where opportunities, written and completed business can be reliably tracked and monitored through a series of......
relevant regions
Singapore, Singapore
360-ProVestment®
How does it work? 360-ProVestment® quantifies the customer’s financial happiness and hence help advisors to optimize their advice. The optimizer transforms the customer fact find data into a utility (mathematical) function that is unique to the customer. Against this function, it stress tests candidate products against scenarios based on the customer profile......
London, United Kingdom
7IMagine app
7IMagine allows you to interact with the information and see a client’s entire portfolio exactly as you want. View your clients portfolios on the go 7IMagine allows you to view your clients portfolios on the go, as long as you have an internet connection. My Future My Future is a brilliant tool to encourage......
relevant regions
London, United Kingdom
ABAKA for Partners
Proactively offer financial guidance, advice and intelligent nudges to help your customers achieve their financial goals. Cognitive financial advisory services Our platform Proprietary natural language understanding built specifically for financial advice. Nudging platform using deep neural networks for personalised and actionable nudges. Source content and bespoke communications to improve financial knowledge. What this means Get instant......
relevant regions
Toronto, ON, Canada
Absolute Engagement
The cost of a typical client survey is US$1,345 however that will be discounted if we have a relationship with your custodian or broker-dealer. We design customized programs for larger teams or organizations, which may include team-based reporting, enhanced analysis or additional coaching and support; fees for such programs will be......
relevant regions
Chattanooga, TN, United States
Accelerate
Best for established advisors that need more clients. For advisors Cash flow mapping Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans. Software onboarding When business growth is on the table, there’s no time to waste! We personally help you implement the software into your......
relevant regions
Melbourne, FL, United States
Accent Connect
Centralize, manage, deliver, collaborate, and measure the effectiveness of marketing and sales content on any device. Powerful content search Google-like searching returns the right resources quickly. Search for anything—documents, videos, training materials, people, email templates, web meetings—you name it. Intelligent content suggestions Content surfaces based on the sales situation. AI sifts through the situational variables intelligently......
relevant regions
Melbourne, FL, United States
Accent Insight
A complete set of sales activity and buyer response data - emails, calls, meetings, texts, web visits, content shared, and more. Know exactly what content is used The AI tells you precisely what content is being shared with buyers—even through email attachments—giving you 100% visibility into all content shared with buyers. It even......
relevant regions
Melbourne, FL, United States
Accent Manage
Managers and leaders get a complete picture of how deals are progressing and how reps and teams are performing. Engagement timelines and rep scorecards give managers and leaders unprecedented visibility and insight into sales performance. Auto capture seller-buyer activities Reps not entering data into CRM? No worries. The Sales AI automates the capture......
relevant regions
Melbourne, FL, United States
Accent Sell
Use the power of AI to coach sellers in the field, uncover hidden buying team members, and simplify accurate forecasting. We're a sales leader's best friend. Automated data capture Sales AI automates time-consuming CRM data entry. All sales activities—emails, calls, and meetings—automatically captured. No change in rep behavior needed. Adoption is built-in. Respond faster to buyers Real-time......
relevant regions
Alpharetta, GA, United States
ACT!
Like the millions of individuals in small businesses and sales teams who use ACT!, you'll always be prepared with recent emails, meeting notes, task reminders, and social media profiles, because all of these details live in one place. You can even use ACT! like a sales and marketing assistant to get......
Alpharetta, GA, United States
Act4Advisors
Financial services professionals that use the widely acclaimed ACT! software know the power and advantages it brings to their financial practice. ACT! CRM software has proven itself by bringing ease of use and powerful features that even a novice can master in just a few minutes. In order to get......
San Jose, CA, United States
Adobe Experience Manager
What is Adobe Experience Manager? It’s the leading digital experience management solution that helps your business deliver compelling content across experiences — such as web, mobile, and the Internet of Things (IoT) — at the scale you need to build your brand and drive engagement. Content backbone, as agile as it is......
San Jose, CA, United States
Adobe Experience Manager Mobile
Where everything mobile is actually possible. Adobe Experience Manager Mobile lets you do it all. Build, manage, and deliver beautiful apps with business impact. This all-new capability of Experience Manager makes it easy for companies to master mobile apps and deliver experiences that make a difference....
Trondheim, Norway
Advanced authentication with Signicat Connect
Safe and secure Our authentication solutions, which are a core part of the Signicat Connect product line, give you confidence that you can trust who you are engaging with. We offer a number of critical, compliant solutions that help you to engage securely and simply. Cross-border authentication We connect with over 20 national......
relevant regions
London, United Kingdom
Advantra Wealth
Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients. ...
relevant regions
Windsor, CT, United States
Advent Portfolio Exchange (APX)
Simplify portfolio accounting and reporting In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Invesment......
relevant regions
London, United Kingdom
AdviceBridge Platform
Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......
Amsterdam, Netherlands
Advice-Games-As-A-Serious-Service
We are building the world's first financial artificial intelligence platform combining consumer, social, location and transaction data with scientific research. The platform is the engine behind our financial games and gamification. This enables the financial services firms in Europe to activate their customers for sustainable financial behaviour. ...
Sydney, NSW, Australia
AdviceOS
What’s so different about AdviceOS? We have developed simple functionality whilst utilising the very latest in cloud computing technology, to provide advisers with a fully featured software system which integrates seamlessly with other selected relevant programs. When developing AdviceOS, Midwinter focused on the needs of the entrepreneurial financial adviser – giving access to vast array......
relevant regions
Sydney, NSW, Australia
Advice Revolution
Advice Revolution empowers you to manage your whole fact finding process efficiently, freeing up time to focus on clients and grow your financial advice business. How it works Client self service Invite your clients to enter data before or after meetings on any device. Capture your conversations Continue your fact finding with a range of......
relevant regions
Melbourne, VIC, Australia
Advice Solutions
Praemium’s advice solution Plum software and service has automated end to end processes and reduced data input giving you less time on administration, increased efficiency & better service for your clients. Plum Software gives you more time to focus on what really matters to your business. Practice management Plum is part of the......
Stalybridge, United Kingdom
Adviser Cloud IFA
The main features of our software include: commission management, MI reporting, live valuations, slick client management, secure document management, a comprehensive fact find module, custom workflows and streamlined task management. We offer flexibility as standard and Adviser Cloud is customisable and set up to function around how you and your business......
relevant regions
Melbourne, VIC, Australia
Adviser Office
With a range of functionality, including client management, financial planning, compliance and reporting tools, Adviser Office can help increase efficiency, improve your business's profitability and perform better....
relevant regions
Darien, CT, United States
Adviser Technology Platform
Access best-in-class technology and operations systems, unified on one platform. This open architecture system is preconfigured to clients’ needs using Mirador’s Key Technology Decisions Rubric. Its flexible construct ensures ongoing upgrades to innovative tools; tools that are accessible to advisor teams through the easy-to-use Gateway workstation....
relevant regions
Luxembourg, Luxembourg
Advising Kit
aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......
Weston, MA, United States
Advisor360° Platform
Advisor Our unified platform enables advisors to work in a streamlined and efficient manner so they can spend more time building client relationships. Key features Dashboards Portfolio/performance reporting Trading CRM Imaging (documents) Models/rebalancing Operations Mobile App Alerts/workflow Business analytics Planning/goals Proposals Client Our client portal enables advisors' clients to see their complete financial life in a simplified, modern user interface, viewable on either desktop or mobile app. Key features Entitlement-based Portfolio/performance Account aggregation Paperless documents Document......
relevant regions
Jersey City, NJ , United States
AdvisorClient®
Provide your clients the ability to easily and securely access their accounts and stay up to date on their account balances, positions, transaction history and more with AdvisorClient.com. Your clients will see pages that are personalized with your name and contact information at the top of each screen....
Jersey City, NJ , United States
AdvisorClient Mobile App
Trade any way you’d like with your choice of two powerful mobile trading apps compatible across all your smart devices. Select the app that helps you trade most conveniently. TD Ameritrade Mobile App Track your investments with this simple and straightforward app Trade stocks, ETFs, and options with easy and intuitive order entry......
Darien, CT, United States
Advisor-Client Portal
Built to enrich the advisor-client relationship Gateway allows advisors and clients to digitally collaborate and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secured client experience. A front door to all of your wealth management needs Our solution is engineered with the advisor......
relevant regions
Raleigh, NC, United States
AdvisorEngine CRM™
Where information meets action Spend less time managing data - and more time managing clients A CRM built to think like you At the core of our development process is a human-centered methodology, and you, the client, continuously help us to hone in on important features and initiatives, resulting in a CRM that......
relevant regions
Sydney, NSW, Australia
AdvisorForms
A paper-free future is closer than you think Save 1.5hrs per client by slicing the time spent capturing and entering client information. AdvisorForms effortlessly records and syncs your client data with your System of Record. No manual data entry, transcription errors or lengthy new client onboarding process - just lots of......
relevant regions
Midvale, UT, United States
Advisor Metrix
Advisor Metrix is a business intelligence and insights software designed to deliver essential data to financial professionals in a single, instantly accessible view. Through a frictionless, feature-rich dashboard and best-of-breed integrations with leading fintech solutions, Advisor Metrix provides a consolidated look at business and client data, enabling financial professionals to......
Chicago, IL, United States
Advisor Portal
Our streamlined wealth management process assists advisors in: Holistic Planning & Proposal Generation Developing the Roadmap - Build recommendations on a strong foundation of proven tools and research. Advanced analytics and manager and fund recommendations are based on in-depth PMC research—and integrated with leading financial planning software. Advanced Portfolio Solutions Broad access to thousands......
relevant regions
Pismo Beach, CA, United States
Advisors Assistant
Advisors Assistant is a comprehensive contact management system that helps you keep in touch with your clients to keep them from straying to other advisors. It also helps you organize your office, work more efficiently, and increase sales. You know how important client contact is, and so do we. We’ve designed......
New York, NY, United States
AdvisorStream
Access the world’s most engaging content. In one platform AdvisorStream is the only marketing platform fully partnered with the world’s most credible and trusted publishers. The award-winning service helps financial advisers engage their clients and win prospects through timely, personalised and compliant investor communications. An omni-channel marketing service, AdvisorStream delivers the......
Irvine, CA, United States
Advisys Education
Invest in Making a Better Impression Advisys Education is for professionals who want to improve their ability to communicate complex concepts to clients and prospects. Studies show that many Americans lack even a basic understanding of the fundamentals of investing, retirement planning and life insurance. They often resist even the best......
relevant regions
Irvine, CA, United States
Advisys Mobile
Powerful Conversations Start Here Today, face-to-face meetings with clients and prospects can take place anywhere. Advisys Mobile is for professionals who want to make a powerful impression wherever the conversation might be. With Advisys Mobile for your iPad, you can answer client's questions, handle objections, gather data and create powerful conversations… all......
relevant regions
Irvine, CA, United States
Advisys On Demand
We’ll Do Your Plans and Presentations for You For busy financial professionals or for those who don’t believe they have the demand to justify an annual license fee, Advisys On Demand was created for you. It helps you make the most of every opportunity you create by using Advisys staff to......
relevant regions
San Francisco, CA, United States
Affinity CRM
Automate every contact and company profile No deal-maker should have to spend half their week creating contacts in a CRM. Affinity automates this process while enriching profiles with data that will drive action. Automate contact and company profiles from inbox and calendar data Enrich profiles with industry data to provide actionable insights Free up......
relevant regions
Exton, PA, United States
AFFIRM® for Annuities
A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......
relevant regions
Exton, PA, United States
AFFIRM® for Life
AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......
relevant regions
Exton, PA, United States
Agency Integrator
Agency Integrator users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process. Track your business Agency Integrator enables distributors to create streamlined workflows for case management and commission reconciliation. As a centralized database of agent contact and......
relevant regions
Zurich, Switzerland
AI-based omni-channel self-service
With Spitch solutions, the conversational platform becomes really conversational. Voice is the most natural way of communication. Capability to maintain dialogue in real voice-to-voice mode and follow up on the context dialogue systems takes over more and more of agent’s tasks. Spitch provides an omni-channel solution that supports voice-to-voice conversations......
relevant regions
Singapore, Singapore
AIFMetrics Platform
AIFMetrics is a new-age Wealthtech platform connecting fund managers to their investors and distributors/ intermediaries through an enhanced user experience. Improve the sharing of fund performance metrics and build confidence with investors and distributors in raising successive rounds of capital. A cloud-hosted, mobile-ready platform that transforms your business: new working methods, new......
relevant regions
Gloucester, United Kingdom
Air Sourcing Platform
Extensive, easy to use product filters Diligent product research is achieved by ensuring products offer features that address your clients’ needs before comparing product costs. Our range Research Filters on the product shortlist screen allow you to filter out unsuitable products based on a range of product criteria, thus creating a......
relevant regions
Paris, France
AirWealth
Enable team collaboration on a single platform We adapt our platform to cope with your teams’ needs and manage all information and activities about your private clients. Marketing & sales Relationship manager Compliance Communication Intelligent task management Obtain clients Insights from behaviour analysis and from historical and external data analysis (database, public website, social network). Help your relationship......
Boston, MA, United States
Akoya for Institutiuons
Reasons to integrate Outsource 3rd party management Reduce the costs of contracting, vetting, building, and maintaining agreements with countless fintech apps. Ensure security and privacy Review security assessments and policies of all network participants — including Akoya, which is SOC 2 Type II certified. Implement once Stop one-off API integrations and offer Akoya as an access......
relevant regions
New York, NY, United States
Aladdin Wealth
The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth......
relevant regions
Exton, PA, United States
AlphaTrust® e-Sign
AlphaTrust e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-forsignature to your most complex workflows. AlphaTrust e-Sign is a fully-brandable, compliant eSignature and document-process automation solution that securely digitizes the creation of legally enforceable business records. Increase the efficiency of your daily workflow with AlphaTrust e-Sign through......
relevant regions
Venice, CA, United States
Altruist Platform
Altruist is a custodial solutionfor modern advisors You can rest easy that you’re working with a regulated brokerage, while getting personalized advice from your independent advisor. Through our affiliated FINRA member broker/dealer, SEC registered investment advisor, and our clearing partner, we ensure client accounts are regulated and secured. All accounts are SIPC insured......
relevant regions
Broomfield, CO, United States
Altvia
Support and empower your firm with a product suite leveraging the Force.com platform that grants more control, accuracy, transparency, and quality than you’ve operated with before. Track relationships and data that drive capital raises and deployments. Create a high-touch investor experience with targeted emails and distribute documents securely to power your processes.......
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London, United Kingdom
ammonite technology
ammonite is a configurable and white labelled cloud solution with client acquisition (discovery module) and client recommendation (suitability report module), powering a remote client journey....
relevant regions
Steinhausen, Switzerland
AM-One
AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......
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Phoenix, AZ, United States
Amplify Platform
Innovation just got faster Axway AMPLIFY provides the critical hybrid integration capabilities to speed the discovery, use and deployment of new integrations. Remove the integration roadblocks that are slowing down your customer experience and digital transformation initiatives. Application integration Build faster with prebuilt application connections. API management Build and manage APIs to challenge business disruptors......
relevant regions
Bristol, United Kingdom
API Services
Transaction categorisation Categorises users' financial transactions. Spending and income analysis Allows month on month analysis of cashflow. Forecast API Allow your customers to be prepared and plan ahead. Authentication API Moneyhub can operate as a secure identity provider using the OpenID Connect standard. Using Moneyhub's strong secure identity system can accelerate your time to market and is......
relevant regions
Cupertino, CA, United States
App Store
With the App Store, you can bring your ideas to life on the platforms that deliver the best experiences. ...
relevant regions
San Carlos, CA, United States
Arcons CRM
Arcons CRM is highly scalable and customizable, allowing businesses to gain actionable customer insights with a back- end analytical engine, view business opportunities with predictive analytics, streamline operations and personalize customer service based on the customer’s known history and prior interactions with your business. ...
relevant regions
Winnersh, United Kingdom
Artesian Engage
Company intelligence at your fingertips Build prospect lists with just a few clicks and allow Artesian’s powerful data collection to discover everything you need to know about a prospect, company or industry sector. Find out more about the company, reference financial records and explore company contacts in one consolidated view. Reduce research time......
relevant regions
Winnersh, United Kingdom
Artesian Risk & Compliance
Artesian enables the leading organisations to know sooner, know more & save time Financial services organisations are struggling to meet the conflicting demands of Customer Experience, Risk Control and Compliance and the results of this seeming conflict of interests have been costly. Whether in terms of customer satisfaction, inaccurate understanding of risk......
relevant regions
Sydney, NSW, Australia
Assessment
An easy-to-use financial health check for new and existing customers that guides them to their next best action. Customers get an immediate understanding of their cash flow, debt management, insurance, retirement and investment positions. Encourages strong leads to the full advice journey and identifies those who need assistance to complete an experience. ...
relevant regions
Philadelphia, PA, United States
Asset-Map Platform
Asset-Map Report A financial picture is worth a thousand… An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new......
relevant regions
Toronto, ON, Canada
Augmented Intelligence Solutions
At a glance ~10 weeks - instead of ~12 months to implement a repeatable machine learning prediction. $0 R&D investment - leave the expensive AI R&D to us. We have a menu of out-of-the-box solutions ready to be implemented. 100% - of AI science projects are simply science projects. Our solutions integrate with your technology......
relevant regions
Larkspur, CA, United States
Automate
Democratize wealth across your institution Be there for your customers at any point during their wealth journey. Use digital to improve operating margins Adjusting your wealth and trust offerings via digital advice reduces the amount of people-powered work performed by your current employees. Digital retains deposits & customers Lowering the bar for opening a wealth......
relevant regions
Zurich, Switzerland
Avaloq Engage
Avaloq Engage provides a new and intuitive method for relationship managers (RMs) to communicate with their clients. Using the standard conversational apps (e.g. WhatsApp) that clients prefer to use in their daily lives, Engage allows for communication that, as well as being familiar, is both secure and compliant with regulations.......
relevant regions
Edinburgh, United Kingdom
Aveni Platform
Make your advisers superhuman Wrap the power of AI around your advisers to enhance client interaction. Release them from low value administration, augment their service with real-time information and provide a second pair of eyes for risk and compliance. Our pipeline of NLP capabilities can be configured for multiple outcomes depending......
relevant regions
Centennial, CO, United States
Aviante
Who is this product for: Financial advisors Broker-dealers Financial planning software Advisory platforms Investor websites Benefits Available as hosted solution for advisors or via API data calls to power financial planning software and web solutions for advisors/investors. Industry’s most accurate healthcare expense predictions, leveraging big data and machine learning technologies. Personalized healthcare expense projections based on each client’s health condition and zip code. Projections include......
relevant regions
Zurich, Switzerland
axeed CIA
Your client is your potential – the individual consultation is your distinguishing factor on a saturated market. An integrated counselling approach needs time and requires the flexibility to retrieve the information and data actually needed at any time throughout the course of the conversation at the touch of a button. Information......
relevant regions
Cardiff, United Kingdom
Ayoa
Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa. Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to......
relevant regions
Zurich, Switzerland
B2C Impact Investing
The first white-label impact investment app with fully automated single-instrument discretionary portfolio management tailored to client sustainability preferences. Harnessing industry-leading quantitative methods and our award-winning portfolio optimizer, this scalable solution delivers cost efficiency, compliant ESG integration, and new growth opportunities for banks and wealth managers by bridging the gap between......
relevant regions
Amsterdam, Netherlands
Backbase Digital Banking Platform
We help private banks and wealth management frms transform their outdated web applications into modern digital experiences, which boost engagement and ensure lasting relationships with their clients. Backbase takes your digital channels to the next level and delivers a complete customer experience that will put you ahead of the competition. Delight......
Chicago, IL, United States
Backstop CRM
Relationship management. Backstop's powerful CRM provides the ideal foundation for managing client and partner activities, investment documentation, research materials and e-mail communications in one central database. Sales and marketing management. Backstop's sales management capabilities allow for easy tracking and maintenance of sales pipelines and associated activities to support the capital raising process. Communication management. Backstop provides......
Walldorf, Germany
Banking - Digital Customer Engagement
Commerce personalization Deliver relevant and impactful commerce experiences with real time personalisation Omnichannel commerce management Drive your business and win with an industry-leading omnichannel commerce platform. Optimized marketing Gain visibility and control of the entire closed-loop marketing process. Make data-driven decisions to increase the marketing ROI. Omnichannel customer service Devlier an omnichannel customer service experience to exceed......
relevant regions
Cheltenham, United Kingdom
BAT
Features My Business Track records of all your active policies and it's related turnovers Task Manager Manage tasks for your company and employees while tracking time spent on each Quoting Integrations Get your live quotes through our integrations with defaqto, iPipeline and Twenty7Tec Client Management Organise all your clients into one only system. Create your own customised fact......
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Berkeley, CA, United States
Baxter Consulting Group
Mission Baxter Consulting Group is a leading national expert on generational marketing, lifestage strategies, and the age 50+ marketplace. Baxter brings vast expertise and decades of experience working with Fortune 500 companies in the financial services, health care, housing, technology, travel, food, entertainment, and other industries, helping them identify new market opportunities......
London, United Kingdom
BCB Treasury
BUY/SELL Our fully manned trading desk can help inform your trading decisions and facilitate entry and exit from any major fiat currency. STORAGE Your digital assets will be stored in secure, cold storage. Accessible whenever you want. REPORTING Your assets will be viewable and available, any time from your BCB dashboard. You will receive regular,......
London, United Kingdom
Beacon
Beacon is the cornerstone of holistic financial planning. It creates new levels of client understanding and engagement. And it deepens the most important variable in the adviser/client relationship: Trust. Beacon delivers 3 stages of value: 1. Know yourself Advisers are people, too. Develop a self-understanding that not only benefits others, but also yourself.......
Horsham, United Kingdom
Best Practice IFA Group
Centralised, integrated support for financial planners and wealth managers is now more important than ever. Our bespoke, multi-award-winning service offers you the tailored blend of products and support that best suits your business. We can help with compliance, regulatory advice and innovative technological solutions. How can we help: Service We aim to deliver......
relevant regions
Bern, Switzerland
BitsaboutMe
Market research You understand your customers and markets on a completely new level of detail and based on hard facts instead of self-reported survey results. Digital transformation Connect your CRM systems with BitsaboutMe and you always have up-to-date and high quality profile data, exceeding what Google and Facebook have individually. Marketing You improve your advertising......
relevant regions
Bangkok, Thailand
Bonanza Wealth Management
Bonanza Wealth Management (BWM) is an integrated platform designed to support high demand of customer relationship businesses and a complex portfolio management analysis. The solution provides technology that helps private wealth institutions utilize their customer’s database more proficiently and more efficiently. With BWM's sophisticated work system, firms will be able to......
relevant regions
Little Rock, AR, United States
Bond.ai
BOND.AI helps banks intimately understand user behavior and nudge customers towards improved financial health. Intelligence that will help optimize user's daily spending, refinance loans, create a savings auto-pilot, and even help them invest, to make sure their financial wellness is enhanced. Holistic analyzer Understand the user holistically by crunching the user's financial......
Tysons, VA, United States
Boomerang Customer Engagement Hub
Boomerang helps organizations transform their digital business, increasing revenue and customer satisfaction by enabling personalized user experiences and providing organizations a 360-degree view of their customer. With the platform in place, you can establish two-way online communications, provide targeted website offers, add customer-facing services with minimum customization work and stay......
Paris, France
Brain
DreamQuark provide bank and insurance sales and customer engagement teams with AI based recommendations that generate new sales opportunities and engage better customers. Financial services business teams trust DreamQuark Explainable AI to increase their revenues. They use our software Brain to train, control and deploy AI at large scale in their organizations......
San Francisco, CA, United States
BrightTALK Channels
Professionals control who they connect with, when, where and how. Driven by their digital habits outside of work, they expect more engaging, interactive and human experiences online. BrightTALK is redefining how marketers create the right content, and connect it to the right audience, at the right time. BrightTALK Channels are......
relevant regions
Sao Paulo, Brazil
BRITech Billing
Billing, for when the work is done and it is time for you to get paid for the great service you have provided. The billing module allows our clients to automate the performance fees, management fees and any other type of fees that their business might have. The system eliminates......
relevant regions
Sao Paulo, Brazil
BRITech CRM
CRM, where the user journey and the client experience really starts. The streamlined, advisor-centric CRM developed by BRITech supports digitally onboarding client data and easily acclimating their clients to the platform....
relevant regions
Sao Paulo, Brazil
BRITech Portal
Portal, the most popular segment of our platform, our Portal dashboard suite, is both the investor portal and client portal. This module lets our customers and their investor clients benefit from state-of-the-art presentation tools that allow you to visualize portfolio performance, risk management, and any other area of financial performance......
relevant regions
Leeds, United Kingdom
BrokerSense Residential
Residential affordability without repetitive data entry. Our software combines all residential calculators into one form, allowing you to fill in one source of information and retrieve affordability results back without visitng individual lender calculators. No repeat data entry Instant, accurate results Result evidence trial for complete confidence Benefits Instantly know what your client can borrow from......
relevant regions
Bordeux, France
Brokers Offer
Simply diversify your business Support and retain your customers by offering suitable financial investments. Elwin guides you step by step to find a suitable investment, in compliance with the regulations. Enhance your customer portfolio Support your clients in the long term, in their real estate and investment projects Capitalize on the bond of trust you......
relevant regions
Singapore, Singapore
BTO Enterprise
Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......
relevant regions
Leeds, United Kingdom
Buy To Let Affordability
Simplifying the buy to let affordability process Our software combines all buy to let calculators and current lender rates into one manageable interface, allowing you to query your clients BTL affordability without complicated maths or maintaining large spreadsheets No repeat data entry Instant, accurate results Result evidence trial for complete confidence Benefits Instantly understand maximum BTL......
relevant regions
Nashville, TN, United States
Campaign Monitor
Create gorgeous email campaigns that get results Use our drag-and-drop email builder and pick from hundreds of professionally-designed templates. Make them your own for a completely branded email campaign that looks great on every device. Easily create personalized customer journeys Use our new and unique visual journey designer to create more timely emails that......
Paris, France
Capgemini Customer Data Hub
Today, customers are hyperconnected and have a wide range of needs, preferences and choices. They want their brands to provide meaningful and personal interactions with contextual messages at the right time. Customer communities act as influencers to recommend and influence buying decisions. In order to gain competitive advantage, organizations must......
relevant regions
Paris, France
Capgemini Financial Advisor Desktop
The Capgemini Financial Advisor Desktop integrates and aligns the many activities and applications needed throughout the client-relationship development and advisory lifecycles. Analytics-driven functionality enables pro-active communications designed to maintain client trust, demonstrating advisor competency. Integration with social media supports proactive prospecting, and cognitive intelligence is used to match client-advisor personalities......
relevant regions
Christchurch, NZ, New Zealand
Capital Preferences
Exisitng client porfiling methods are cumbersome and unscientific, and everyone knows it. We reveal your clients' economic fingerprint through their decisions, educate them on their trade-offs, and design a portfolio to meet their goals. With statistical relevance. In minutes. ...
Madison, WI, United States
Capital Valuation Group
For more than 45 years business owners and business advisors have turned to us to understand, increase and unlock the value of closely held businesses. We recognize that financial advisors and business advisors frequently enter into planning paralysis with business owners because they lack an answer to a key question: “what......
relevant regions
Los Angeles, CA, United States
Capitect
Founded by a successful advisor, Capitect offers modern performance reporting, client billing, and rebalancing tailored for the needs of advisors. Performance reporting Modern, holistic performance reporting. Beautifully report performance and asset allocation with dynamic, always up-to-date charts. Client billing Flexible client fee billing. Easily bill on custodian and held-away accounts using your fee schedules. Personalized rebalancing Personalized portfolios......
relevant regions
Dublin, OH, United States
Capstone College Partners
Changing the way America shops for college The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning......
New York, NY, United States
Captivate
Oor mission is to amaze, engage and inform your audience. Captivate allows you to automatically embed relevant tools and data visualizations directly onto your pages. Engagement The average engaged user makes 6 adjustments to a Captivate tool spending 4 minutes focused on the tool. Oor most popular tools: Retirement calculator Home affordability calculator Cost of living calculator Life......
relevant regions
London, United Kingdom
Capture
Hey WhatsApp, can WeChat...? Instant Messages, instantly captured. Ensure compliance while accessing global markets from your fingertips Join leading financial institutions across the globe who are doing business over WhatsApp and WeChat. Equip your workforce with the tools required to access emerging markets, connect with new customers and increase revenue opportunities, all while avoiding......
relevant regions
London, United Kingdom
Capture
The Capture solution records face-to-face conversations between customers and your team members with the highest precision on the market. By combining proprietary recording and transcription technologies, all parties have access to the definitive record of what was said in a customer interaction. Recordsure recordings are held long-term in military-grade storage. Our......
New York, NY, United States
Carefull for Advisors & Planners
Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......
relevant regions
Omaha, NE, United States
Carson for Advisors
Professional Support What if you never had to update your software or worry about having the latest and greatest tool? We continually refine and improve the tools to make life easier for you, your team and your clients, and you don’t have to do a thing. A Simple, Beautiful Client Dashboard Catch your......
Ingersoll, ON, Canada
Cascade Enterprise
Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......
relevant regions
Portsmouth, United Kingdom
Centology
Many businesses hold historical data across multiple systems, making the tracking and finding efficiencies incredibly difficult. At Centology we have built a software platform that can collate all that data in one place. Centology offers a fully interactive experience for all, so that having all your data stored within one......
relevant regions
Huddersfield, United Kingdom
Centra
We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......
relevant regions
Bordeux, France
CGP Offer
Independent CGP or network of advisers? Refocus on advice and customer relations. Elwin has developed a comprehensive toolkit to reduce the time spent on administrative tasks specific to your business. Our solution Customer knowledge A customer knowledge questionnaire combining ergonomics and regulatory obligations. Find out more An exhaustive collection of customer information to record all the data......
relevant regions
Stony Stratford, United Kingdom
Chat Guard
The problem Regulatory requirement to record and archive social media ‘chat’ channels used on BYOD and corporate devices by employees Sales teams are 50% more likely to achieve sales quota when teams are engaged on social media Research from LinkedIn and Hootsuite found that executives have a key role to play in using social media......
relevant regions
Berkhamsted, United Kingdom
CIExpert Adviser Service
CIExpert is an independent organisation that creates in depth analysis to assist advisers in choosing the best policy for their clients. We also seek to provide guidance and education to consumers in understanding the value and choice of critical illness insurance. We pride ourselves on maintaining an objective view. The service......
relevant regions
Dover, DE, United States
CIRA Platform
CIRA is a patent-pending DIY platform that enables enterprise users to launch intelligent digital assistants in weeks without writing a single line of code. CIRA is designed for the needs of wealth management advisors so they can respond to their clients more efficiently and effectively, CIRA is becoming a first choice digital assistant......
relevant regions
New York, NY, United States
Clearnomics
Discuss markets with confidence. Clearnomics is a technology platform that arms advisors with the market insights that matter most to clients Whether you’re an individual advisor, run a large RIA, or manage an advisor technology platform, we have a solution for creating polished, customized market insights at the click of a button....
New York, NY, United States
ClearVest
ClearVest services independent wealth managers seeking opportunities in the private investment space. Our unified technology platform streamlines the process from research to execution. We operate as a fiduciary, providing you with a true partnership. Solutions Access Challenge High minimums and non-transparency frequently deter investments. Solution ClearVest takes a three prong approach to accessing alternatives. We strongly believe......
relevant regions
Basel, Switzerland
clevercircles
With clevercircles you can manage your own portfolio with the cheapest ETF and index funds. You can put together your own index portfolio from CHF 10,000 and follow the development. Every two months you can review your strategy and compare it with others, adjust it for free or rebalance. Self-determined wealth......
relevant regions
San Carlos, CA, United States
Client & Advisor Portal
Firms managing more than a handful of accounts are challenged with handling the generation, creation and distribution of client reports. Some firms do it daily, some monthly and some quarterly. Some print it and mail it, some email it while others host it on a client portal. We recognize that firms......
relevant regions
Swindon, United Kingdom
client-Assyst
client-assyst has everything to help you to professionally manage your individual clients and your business. Intuitive and easy to use, and feature-rich - includes contract enquiries/real-time valuations, document management, letter production, fact find printing, KPI reporting, reviews/reminders, etc....
relevant regions
Omaha, NE, United States
Client Experience
Power unforgettable interactions Tailor your communication experience Connect with your clients wherever they are, no matter their communication preferences—with a range of communications channels available to share holistic account information. Engage in real-time, anytime Deliver the account details that matter most to each client anytime important changes occur, through automated emails, texts, and portal......
relevant regions
Hamburg, NY, United States
Client Manager
The right cloud-based marketing and client management app could make a difference for your business. The Sycamore Company application, built entirely on Salesforce.com, focuses on 6 key areas important to a financial advisor. Marketing Data aggregation Managing clients Outlook / Google integration Mobility Paperless office ...
Chicago, IL, United States
Client Portal
You can leverage a complementary set of configurable modules that allow your clients to aggregate their personal finances to obtain a holistic view of their wealth and assess their financial health. Through innovative and intuitive technology, modules include a configurable digital storefront for opening an account as well as Financial......
relevant regions
Melbourne, VIC, Australia
Client Portal
Client Portal is an online portal delivering a professional and personalised digital experience to clients wanting an accurate view of their investments and financial life. Accessible via mobile, tablet, laptop and desktop, Client Portal is contemporary, easy to navigate and secure meaning your clients can interact directly with your business......
relevant regions
Powhatan, VA, United States
Client Portal & Aggregation
Benefits For you Uncover held-away assets by empowering clients to link their accounts. Save time and create real-time plans. Get clients actively involved and give them ownership to fulfill your recommendations. For your client Give clients tools to better understand and manage their cash flow, budgeting and debt management. Reassure clients during market volatility and keep them focused on achieving their goals. Help......
relevant regions
Singapore, Singapore
Client Portal & Mobile Apps
Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend / reorganise the layout to suit their preferences, providing a personalised form for data consumption.......
relevant regions
Frankfurt, Germany
Client Portals
Dashboard Graphic visualization Key figures Detailed presentation Online messenger Creation of content Integration of own graphics or files to supplement news E-mail notifications about new updates/posts Digital mailbox Receipt and storage of contract documents Integrated contact form for customers to send messages Email notification system ...
relevant regions
London, United Kingdom
ClientVue
ClientVue provides the gateway to digitise the on-boarding of new clients and significantly reduce the time it takes to collect all your KYC data points. It provides a single source solution for client documentation and dynamic validation while minimising correspondence between agents and clients, improving data quality and customer experience....
Ann Arbor, MI, United States
Clinc
Improve cross-selling, enhance customer engagement, increase reach Deliver the highest quality conversational AI experience within finance Drive customer acquisition, engagement and retention Increase adoption on mobile and digital banking channels ...
London, United Kingdom
Clipboard
Customisable and secure, this modern platform makes it easy to onboard clients and automate manual admin tasks. Client Experience Digital Handwriting for natural data capture Digital Clipboard uses handwriting recognition to help you maintain client contact while capture the details that matter. The ease and familiarity of paper notes.. only better. Document Management Digitally send,......
relevant regions
Bournemouth, United Kingdom
CloudTwenty7
Leveraging Twenty7Tec’s integration first approach, the CloudTwenty7 ecosystem is a complete technology solution that underpins our CAPTURE, SOURCE, APPLY, and INSIGHT modular suite of applications. CloudTwenty7 offers a range of applications and functions that are designed to make the process of searching, applying for and obtaining a mortgage simpler, faster and......
relevant regions
Boulder, CO, United States
Clout by TIFIN
Clout by TIFIN enables advisors to unlock growth through hyper-personalized digital marketing campaigns. Clout leverages human + AI to tailor advisor marketing campaigns to meet prospects and clients at the right time and on the right platform. Our approach helps advisors build better relationships, drive more leads, and grow their......
relevant regions
Basel, Switzerland
Co-Browsing
Co-browsing technology allows a customer service advisor to join customers in their browsing sessions, interacting and collaborating with them in real time. Together, customer and advisor can simultaneously browse the web, an online application, or a document, and advisors can guide customers through difficult processes and offer specific and customized......
relevant regions
Teaneck, NJ, United States
Cognizant Advisor Workstation and Client Portal Redesign
Support day-in-life of your financial advisors and their clients. Cognizant Advisor Workstation and Client Portal Redesign provides optimal experience and improved SLAs, adoption and performance. Our teams analyze processes, information sharing and collaboration needs across front, middle and back offices. Cognizant Advisor Workstation and Client Portal Redesign offerings include: Client and advisor......
relevant regions
Teaneck, NJ, United States
Cognizant AI-Enabled Advice and Service Delivery
With AI-enabled advice and service delivery, your organization can incorporate systems of engagement data with systems of record, such as custodial and transaction data. The result is greater insight into your clients and more personalized advice. Cognizant AI-Enabled Advice and Service Delivery includes: Client and advisor research across wealth management segments Data relationships......
relevant regions
Teaneck, NJ, United States
Cognizant Front-Office Optimization
The front office is the heart of wealth management. With our family of digital solutions and services, you can optimize it in ways that boost advisor productivity and organizational effectiveness across lines of business and booking centers around the world. As a result, your business operates as one cohesive wealth-management......
relevant regions
Dublin, OH, United States
College Aid Pro
The College Aid Pro software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning and making it easy for advisors to......
relevant regions
Sydney, NSW, Australia
CoMetrix
Model your business Recognising the complexity of your business, we have designed the CoMetrix system to maintain an intelligent model containing an unlimited organisational hierarchy that matches your business. Your model contains all your information about your entities - licensee(s), practices, advisers and clients and much more - in one integrated......
Swindon, United Kingdom
commission-Assyst
commission-assyst allows you to track the charges/fees you are expecting, receipt payments from clients, providers, and platforms, and make distributions (pay-aways) to your advisers and introducers. Gabriel reporting so much simpler as the system will produce the totals required for your RMAR / Gabriel report....
relevant regions
Zurich, Switzerland
Communication surveillance suite
Spitch’s audio surveillance suite delivers cost-effective regulatory compliance (MiFID II, etc.) and additional security by seamlessly monitoring external customer & internal staff calls 24/7. Essential features include: call transcription for easy analytics, biometric identification of parties in the call, quick and easy extraction of information for regulators and security, and many more. The multi-lingual, multi-dialect......
relevant regions
Kowloon, Hong Kong
COMPASS Wealth Management Platform
Axisoft Wealth Management Platform (Compass) Being the Most Innovative Solution in Asian Private Banker Technology Awards, COMPASS epitomizes multiple years of knowledge in the private banking and wealth management. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. Suitability......
relevant regions
San Mateo, CA, United States
Conga Digital Documents
Make your documents work harder Every document has big potential to help push your business forward. Unleash that potential with our engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you. What can you do with engaging documents? Create quickly and remotely Build......
relevant regions
Winnipeg, MB, Canada
Conquest Planning
The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......
relevant regions
Waltham, MA, United States
Constant Contact
All the tools and support you need to succeed. Beautiful, mobile-optimized templates look great on every device. Drag-and-drop editor makes it easy to customize your emails. Our experienced team offers expert guidance and live support. ...
relevant regions
Schlieren, Switzerland
Contovista Personal Finance Manager
Your own finances at a glance Professionally analyzed and refined data provide relevant, personalized content that can be accessed by your customers anytime, anywhere and positively influence the digital customer journey. Appropriate and helpful Offer your customers a focused overview of current financial figures and implementable tips with personalized and automated insights. Effectively......
relevant regions
Redwood City, CA, United States
Conversational AI
One of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems. Conversational......
relevant regions
San Diego, CA, United States
Copia Wealth Studios
A new kind of all-in-one wealth management platform View your portfolio in real-time, and become a better steward of your wealth. From alternatives like real estate and venture capital to cash and other liquids - Manage your Assets Under Intelligence™....
relevant regions
Sarasota, FL, United States
CopyTalk for Enterprise
“Leadership is a conversation,” says the Harvard Business Review. It is, indeed. But conversations that go uncaptured won’t lead anyone anywhere. Copytalk delivers to enterprises precisely what they need to make the most of their conferences, meetings, and impromptu conversations: transcriptions that are thorough, accurate, and cost-efficient; prepared and delivered by means......
relevant regions
Sarasota, FL, United States
CopyTalk for Fintech
Our message to fintechs passionate about offering innovative, integrated services: We invite your interest in exploring collaboration with Copytalk. If you’re a fintech, collaboration with us makes good sense. Copytalk serves the need for simplicity, agility, mobility, and security with novel technology that complements yours. After all, what lover of mobility......
relevant regions
Swindon, United Kingdom
corporate-Assyst
corporate-assyst allows you to manage corporate (company) clients, pre-populate fact finds, handle reviews and reminders etc. You can additionally manage each company's Group schemes and members. Letter production is a major part of the system to simplify communication to members and employees, and membership listings are provided to help the renewal process with......
relevant regions
Zurich, Switzerland
CREALOGIX Conversational
Today’s mobile, tablet and laptop users expect accurate information at their fingertips – instantly. When it comes to banking and wealth management, they want personal interactions with advisors and relationship managers, who in turn need to be able to engage in the way clients choose. Fast and easy interactions CREALOGIX Conversational is......
relevant regions
Zurich, Switzerland
CREALOGIX Digital Hub
CREALOGIX Digital Banking Hub is the leading modular SaaS digital banking engagement platform, with functionality covering retail, private, and business banking scopes. Financial institutions can rapidly modernise the interaction layer of their digital customer experience and continue adding on new CREALOGIX features or integrating partner fintech functionality. The immediate benefit......
relevant regions
Zurich, Switzerland
CREALOGIX Financial Advisory Workbench
Aimed at advisors and relationship managers who serve private investors, Financial Advisory Workbench (FAW) delivers an aggregated, visualising data from different systems e.g. core banking system, portfolio management system, CRM. The software provides for structured meetings with attached records in order to achieve standardised legally compliant advisory processes. Based around a......
relevant regions
Zurich, Switzerland
CREALOGIX Mobile Application Framework
CREALOGIX Mobile Application Framework, part of CREALOGIX Digital Hub, allows you to engage more effectively with today’s smartphone users. You can enable them to access banking and wealth management information anytime, anywhere from their iOS or Android devices—flexibly and securely. Easy integration into a single app CREALOGIX Mobile Application Framework provides a......
relevant regions
Zurich, Switzerland
CREALOGIX User Experience Framework
CREALOGIX User Experience Framework, part of CREALOGIX Digital Hub, optimises the experience of your digital banking and wealth management customers. It supports the rapid integration of multiple services and enables you to provide the solutions you need to fully engage with your customers. Design, test and deliver applications more rapidly With CREALOGIX......
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San Francisco, CA, United States
Credible
We bring simplicity, choice and unbiased support to all of life’s important financial decisions with credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. No fees We'll never make you pay for using our......
Birmingham, United Kingdom
CRM
Manage all of your company’s relationships and interactions with your customers and prospects. CRM has document management & client management features to give the user a complete picture of the available clients. Events can be logged against a contact and appointments sent to their own calendar. All documentation can be assigned......
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Toronto, ON, Canada
CRM & Data Consulting
At a glance 80+ customers delighted 450+ projects completed 5/5 Star AppExchange rating 140.6+ miles of whiteboard How we help Expert guidance throughout your CRM project lifecycle We are big thinkers who know how to roll up our sleeves and get it done. Whatever your goals are, we ensure your success along the way, from business case......
relevant regions
New York, NY, United States
CRM for Financial Advisors
Leave no client behind Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items. Scale your business faster Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one......
relevant regions
Beaverton, OR, United States
CRM for Financial Services
In today’s economic climate, many financial services firms are trying to balance constant cost and resource pressures, with the need to differentiate themselves in the marketplace. All at a time when it is easy for competitors to quickly replicate price, product and distribution models. So how do financial services companies......
Halifax, NS, Canada
CRM For Financial Services Software
CRM For Financial Services Software by Salesboom supports business lines for the financial services sector, including mortgages, insurance, commercial, investment banking, hedge funds, REITs, real estate, etc, with highly scalable on demand CRM software and support. Financial Sector is a broad term that includes banks, investment banks, insurance companies (including brokerage, underwriting, investment......
Seattle, WA, United States
CRM Integration
Reach out at the right time Say goodbye to a static list of leads. Take your existing CRM to the next level with actionable, in-depth data on private market transactions that shows you who to contact—when. Make conversations count Inform and personalize interactions with clients by accessing the latest news and key details on companies,......
relevant regions
Novato, CA, United States
CRMnext for Financial Services
CRM for financial services helps brokerage and financial companies increase their assets under management and enhance their relationships with all the stakeholders. The important business partners include customers and franchisees that enable financial services to pursue a profitable business model. Most financial companies, like any growing organization, lack the required process......
Luxembourg, Luxembourg
CrontoSign Swiss
CrontoSign utilizes a unique visual challenge contained in a graphical cryptogram consisting of a matrix of colored dots displayed on the customer’s PC screen. The customer uses the camera in his mobile phone or a dedicated hardware device to capture this cryptogram by photographing the screen, instantly decoding, decrypting and......
New York, NY, United States
Cross Border
Why the need for Droit’s Cross Border As clients become more mobile and global, advisors need to navigate the latest cross-border rules (often sourced from detailed country manuals) and institution-specific policies to provide the best, most relevant investment opportunities in a timely manner. Additionally, a constantly changing landscape of requirements within the......
relevant regions
Chattanooga, TN, United States
Cruise Control
Best for advisors that want more clients without the additional marketing effort. For advisors Cash flow mapping This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies. Personalized onboarding Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process. 1-on-1 on-going......
relevant regions
Norwich, United Kingdom
CURO
Business process automation, unlimited access to data and accessible from any device, anywhere in the world. CURO is the must have next generation solution for modern financial planning businesses. One system, one truth, in one place Instead of multiple systems, each containing client data, doing their job in isolation, CURO holds all......
relevant regions
Bagneux, France
Customer Journey Mapping
What is journey mapping? A customer journey map is a step-by-step illustration of how your customers interact with your organization. It’s created by taking a walk in your customers’ shoes as they purchase and consume your products and services. Journey maps highlight customer needs, technical obstacles, and emotions throughout every interaction......
Greater Montreal, QC, Canada
Customer Relationship Management (CRM)
The integrated CRM featured in Croesus Advisor allows you to adhere to the know your client rule and automatically or manually enter all the data relating to your clients’ personal and financial situation. This will enable you to take advantage of powerful information mining and segmentation capabilities....
Oaks, PA, United States
Customized Investment Solutions for Home Offices & Advisors
Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......
Alpharetta, GA, United States
Custom Template Development
Your time is precious. That’s why we provide custom template development services where you send us your form in pdf, doc, or xls format and we create an optimized, fully responsive, digital template for you to engage your clients with. Optimize your client’s onboarding process Our templates are more than just fillable......
relevant regions
London, United Kingdom
Data API
Global One unified platform to access data from the largest bank and neo banks in Europe. Get started in just a few lines of code. Open Banking enabled Our Open Banking Platform is PSD2 compliant. We eliminate screen scraping, reducing the risk of data breach. Real-time Access transaction, identity, and balance data in real-time. Refresh......
relevant regions
Redwood City, CA, United States
Data Enrichment
More Meaningful Insights Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorized & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences. Envestnet | Yodlee’s data enrichment......
relevant regions
Edinburgh, United Kingdom
Data Enrichment API
Why is it important to get categorisation right? Whether you are a bank, challenger, insurer, mortgage provider or personal finance app developer; If you are dealing with transaction data, good quality categorisation should be at the heart of your journey into the world of Open Banking. Save time Define salary, groceries, travel, mortgage......
relevant regions
London, United Kingdom
DataSine
How it works We pull together all your previous campaigns and analyse every asset using AI To get to know what your customers want, we need to get to know what they like to see from you. Our AI is trained to look at content using psychology like a top marketer We use behavioural......
relevant regions
Plano, TX, United States
David
A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize......
relevant regions
Jersey City, NJ, United States
DealCloud for Family Offices
Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......
relevant regions
Bergen, Norway
Deep Alpha
Deep Alpha - Advisor Solution (DAAS) is a solution for financial advisors to assess customers' risk and document the advice given to them. The solution provides the advisors an interface to capture information about the end client, document the risk assessment, and produce investment advice. Deep Alpha is a web......
relevant regions
Cardiff, United Kingdom
Delio Private Markets Technology
The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your......
relevant regions
London, United Kingdom
Dialog Engagement Platform
Utilise all your customer data to personalize your customer experience, increase cross-selling opportunities, reduce operational & marketing cost and reach your customers with less time & effort. Use Meniga´s financial activity feed to combine the information into a meaningful daily dialog with your customers...
London, United Kingdom
Dianomi for Advertisers
Digital promotion You can reach your audiences with targeted content that’s highly relevant to them. With our Native Advertising Platform, Audience, and Insights products, we deliver contextual relevance to engage readers through our suite of ad units. In good company Dianomi is trusted by top brands in financial services, technology and corporate sectors......
relevant regions
Manchester, United Kingdom
Digi
DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......
relevant regions
Toronto, ON, Canada
Digital Agent
The client engagement platform to create real relationships online Digital Agent is an enterprise digital marketing solution that enables the enterprise to amplify marketing efforts by leveraging their team of advisors to distribute relevant content to clients. This content is personalized, targeted and receives a higher engagement than traditional forms of......
relevant regions
Portsmouth, NH, United States
Digital Banking IQ suite
Payments and cash management Unify your commercial customer experience and strengthen payments and cash management services featuring rich UI and UX capabilities, machine learning, and artificial intelligence. Digital account opening and onboarding Accelerate your digital transformation via a comprehensive collection of digital account opening, onboarding, and engagement solutions that support and end-to-end digital......
relevant regions
Bagneux, France
Digital Experience
What is a digital experience platform? Forrester defines digital experience platforms as, “Software to manage, deliver, and optimize experiences consistently across every digital touchpoint.” A digital experience platform helps to align strategies, teams, processes, and technology with the customer at the center of it all. What is a personalized digital experience? Your customers’ secure......
New York, NY, United States
Digital Investor
Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....
relevant regions
Vancouver, BC, Canada
Digital Marketing Solutions
Personalized Content Library Wow your audience with assets from a robust and customizable content library featuring hundreds of pieces of content tailored to different audience segments. Engage and attract your target audience. Automated Social Media Sharing Join the conversation, increase engagement, and drive more traffic to your website by sharing relevant, personalized content across the right......
relevant regions
Boston, MA, United States
Digital Onboarding
Use our platform to connect with customers and members before and after account opening. Follow up with application abandoners and people you meet and motivate them to open accounts. After account opening, maximize the adoption of account-related services and additional products. Measure your business contribution We make it easy to measure what......
relevant regions
Toronto, ON, Canada
DigitalReach
DigitalReach aligns sales, marketing and compliance, delivering improved conversion metrics for more than 75,000 financial advisors in some of the world’s most respected financial institutions. A complete platform to facilitate personalized client outreach Advisors aren’t marketers or compliance officers. Let them handle the selling and DigitalReach will take care of the rest. Use data......
Norwalk, CT, United States
Digital Solutions
For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manage and grow their assets, not only in conversation but online through custom portals. FactSet's market-leading digital solutions deliver your value around-the-clock by combining client information with market data and analytics......
relevant regions
London, United Kingdom
Digital Solutions
Up-to-date fund information on your website Our digital tools for advisers allow your clients to view current fund information (including your own model portfolios) and access a wide range of original documents from your own website. Customised to your business Our digital tools for advisers can be customised to match your brand, fund......
relevant regions
Singapore, Singapore
Digital Wealth Platform Suite
The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......
relevant regions
London, United Kingdom
Digital Wealth Solutions
Differentiate your business by delivering personalized, high-touch client experiences. Our digital wealth solutions empower your advisors and clients through flexible technology, unparalleled data, and enhanced digital-first capabilities. ...
relevant regions
Cheltenham, United Kingdom
Digital Wealth Solutions Platform
The DWS Digital Front Office We provide each advice firm with a digital front office - a dedicated, customisable, interactive website that is used to support client interactions. Some of the primary features are listed below. Landing pages Each advice firm website is a new means for clients to seek advice and to......
relevant regions
London, United Kingdom
Digiterre Communica
Communica is the CRM platform for wealth managers, providing support for their relationship and client managers as well as the operations and business management functions....
Beaconsfield, United Kingdom
DocPortal
Intuitively designed, easy to use and white labelled with an organisation’s own branding, The DocPortal enhances the advisor-client relationship, providing something truly invaluable for your clients and a state-of-the-art document management portal for your business. The portal allows documents to be securely distributed to your clients’ smartphones through your own company......
relevant regions
London, United Kingdom
docStribute
Just one click. It’s that simple. Combining next-generation distributed ledger technology and deep expertise in regulatory compliance, we lead the way in secure, sustainable, seamless communication that’s customer focussed and cost-effective. How it works Using distributed ledger technology, docStribute allows you to deliver confidential and regulated documents to your customers digitally, via immutable......
relevant regions
Sydney, NSW, Australia
DocuSign
Client signatures at your fingertips Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper. Why You......
relevant regions
New York, NY, United States
Dow Jones Direct
An experienced editor is assigned to understand your needs and curate the content that is relevant to your industry, company and audience. Content from licensed and trusted sources is then delivered directly to your preferred destination, ready for sharing on your website and social channels. This selection of content is......
Herndon, VA, United States
Doxim CRM
Choose CRM software that’s custom-built for financial services. The financial services industry is complex, but managing your customer relationships doesn’t have to be. Drawing on our more than 15 years of industry experience, Doxim’s CRM software is built specifically to cater to the complex needs of banks, credit unions, and wealth......
Somerset, United Kingdom
Durell Software
Effective Flexible Complete Durell Software is an established provider of Client Relationship Management (CRM) software to the General Insurance and Financial Services industries. Our aim is simple – to provide a software solution which is comprehensive and flexible without a high price tag. Our main product is a back-office administration system for......
relevant regions
London, United Kingdom
DXM
Why digital experience manager? Realize real growth, lower costs and mitigate business risk by automating key marketing, sales and customer service functions. Grow revenue On average, Kurtosys customers deliver marketing and sales initiatives in a third of the time of traditional solutions, resulting in more leads and more time spent selling. Lower costs The five-year cost of Kurtosys DXM is typically one......
Sydney, NSW, Australia
DXP
Unlimited possibilities to edit and create content across systems including: In-context help – Solve customer queries with tooltips, real-time help messages, and system-wide status updates to your existing systems Personalised and localised content – Target your customer segments and regions by controlling who sees specific content, including showing or hiding entire......
relevant regions
St Petersburg, FL, United States
Dynasty Technology platform
The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities that enable high-performing advisory firms to effectively and efficiently grow their business and service clients. You can tap into a dynamic infrastructure of institutional quality. Dynasty desktop Dynasty CRM Digital client experience Strategic consulting ...
Birmingham, United Kingdom
eAPP
eAPP facilitates the increase of FUM by offering on-line client on-boarding for advisors or individuals. Branded application forms can be completed by prospects that meet certain risk profiles and models and third party software such as Verify™ and Sage Pay™ are used to manage AML and bank payments. Once accepted,......
relevant regions
Zurich, Switzerland
EdgeXperience
Core platform features Out-of-the box business functionality huge selection of ready-to-use and easily customisable banking functionality (widget collections) for wealth management, retail- and business banking. Digital speed weeks, not months or even years, for new features and enhancements to go live – your individual branded experience for your customers and employees at your own......
relevant regions
Paris, France
eFront Office
eFront Office enables alternative investors to optimize their deal flow and fundraising pipelines while maximizing investor engagement. Through eFront Office, investors can easily access a variety of CRM functionalities ranging from contact management and pipeline tracking to workflow optimization, all from one centralized location. Leverage a streamlined software solution in......
Trondheim, Norway
Electronic Signatures
An advanced electronic signing solution for the modern age Electronic signatures allow customers to make a legally-binding agreement online. These signed documents can then subsequently be delivered to the correct parties quickly and efficiently. This process minimizes the need for paper documentation, ensures greater levels of transparency and traceability, and leads to......
relevant regions
Seattle, WA, United States
Embedded Analytics
Covid-19 is impacting every part of business, from where we work to the way we measure success. Now more than ever, data is the key to effective decision-making and moving business forward. Create new revenue streams and deliver value to your customers and partners in this rapidly-changing environment with a......
relevant regions
Doncaster, United Kingdom
enCentral CRM
As a financial services provider, one of your main focal points is your client, including who they are, what activities they are involved in and how they interact with your firm. By lacking sufficient knowledge in these areas you are placing your firm at extreme compliance risk. Most CRM systems are designed for sales......
London, United Kingdom
End To End WealthObjects Platform
WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...
Palo Alto, CA, United States
EnrichVideo
What We Do Going digital is no longer a choice for banks and wealth management firms. All banks and wealth management firms take pride in the ‘personal touch’ that they offer to their HNI clients. With the pandemic, client meetings are history. Going digital with standard methods like client portal, mobile......
Oaks, PA, United States
Enterprise Operating Platform for Investment Managers
A comprehensive investment operating platform designed to support all major asset classes and investment vehicles across diverse strategies and jurisdictions. You need to master an increasingly complex business. We provide organizations like yours with the advanced technologies; fast, accurate processing; satisfying client experience; and deep industry knowledge to help you do......
relevant regions
Chicago, IL, United States
Enterprise Portal
Our enterprise portal allows "home offices" to customize their platform with the tools that serve the needs of their advisors and leverage technology that institutes specific guardrails to monitor their business and aid with fiduciary standards....
relevant regions
Nashua, NH, United States
Episerver for Financial Services
Benefits we deliver for financial services Prepare for digital-first customers Even before the pandemic visits to retail bank branches were set to drop 36% by 2022. At the same time, mobile transactions will increase by 121%. Ensure you can deliver digitally. Build trusted relationships immediately Truly automatic Content Recommendations that do not need any......
relevant regions
Montreal, QC, Canada
EquiSoft Connect
This Is the Solution You’ve Been Waiting For No customization required Specifically built for insurance & financial advisors Built-in pre-filled and fillable industry forms Gateways & data integrationCompliance automation & collaboration Loaded with all the features advisors need, without irrelevant extras Prebuilt, Deployed and Ready to Boost Productivity Auto-Integrate Your Book of Business Into the CRM Seamlessly pull client......
Montreal, QC, Canada
EquiSoft Plan
Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......
Vinon-sur-Verdon, France
ESGprofiler
1) 80% client's satisfaction thanks to a gamified user interface. 2) 1000+ ESG profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system. ...
relevant regions
San Mateo, CA, United States
E-signature
Capture signatures, and revenue. In every workflow, the last hurdle to be cleared before reaching the finish line is filling in a simple dotted line. Let’s put an end to those delays and issues. With effortless eSignature, you can capture the electronic signatures you need, quickly and securely so you can......
relevant regions
New York, NY, United States
Everplans Professional
Everplans Professional: a co-branded life planning tool for you and your clients Everplans Professional: a collaborative Life and Legacy planning platform that enables financial advisors, estate attorneys, and other professionals to deepen client relationships and forge new ones with the next generation of clients. Featuring flexible pricing and robust functionality, we......
Alpharetta, GA, United States
Fact Finder
The fact finder conundrum Every client is unique. Some are more tech savvy than others. Some don’t even know where their financial documents are. Each client has a different financial situation, with different goals, and different needs. So how can you create a comprehensive financial plan without spending countless hours gathering data......
relevant regions
Grand Rapids, MI, United States
Family Strategic Planning System
We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......
relevant regions
Helsinki, Finland
FA Platform
https://fasolutions.com/fa-platform/ FA Platform is a modern, web-based software platform for investment management. It is a solid base for building your investment management business as it allows you to have everything in a single system from back, middle and front office to end clients. With FA Platform you can manage your business......
London, United Kingdom
FE CashCalc
We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the......
relevant regions
Toronto, ON, Canada
Fees & Billing
At a glance 65% revenue growth over 5 years - a large bank launched a new fee-based program on our platform. 60% of top 50 Canadian advisors - they rely on us to accurately calculate their fees and prevent revenue leakage. 0 regulatory fines - none of our clients have been fined by regulators for incorrectly......
relevant regions
London, United Kingdom
FE Onboard
Our secure Portal enables both you and your clients to securely communicate and share information with each other remotely. This means tasks can be completed ahead of an initial meeting, saving you time and allowing you both to focus on what really matters most when you are together. How much could you......
relevant regions
Stockholm, Sweden
Fides
An ecosystem that works for everyone Customer centricity and control Your customers are front and center with full control over whom they share their data with on the ecosystem, and always with the ability to revoke data access. Integration with integrity Fides integrates seamlessly with existing back office and CRM systems, allowing maximum coverage......
relevant regions
Berwyn, PA, United States
FidX
FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......
relevant regions
Capelle aan den IJssel, Netherlands
Figlo Insights
Monitor your customer's situation Alerts alert your advisors when your client may need attention or advice. Alerts are issued on the basis of monitors: preconditions that are monitored for you by Figlo Insights. In addition to the basic set of 20 standard monitors, you can define additional monitors yourself. Using external information......
relevant regions
Capelle aan den IJssel, Netherlands
Figlo Planning
One file, various advice Figlo Planning is the latest addition to the Figlo application family. Figlo Planning replaces Figlo Advisor's financial planning capabilities. Figlo Planning uses the same robust, holistic calculation engine and database as Figlo Advisor. However, Figlo Planning can be used in any browser. Figlo Planning is designed for......
relevant regions
Waterlooville, United Kingdom
Filehaven
It doesn't matter how you spin it. Email isn't secure. But truth-be-told, email is really easy to use and that's exactly why businesses still use it today with clients despite constant headlines about email accounts being hacked and phishing attempts. We designed Filehaven to be as simple as email, but with government......
relevant regions
Geelong, VIC, Australia
Fin365
Fin365 financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk. Fin365 Features Client Management Business Intelligence Web Portal Revenue Management Workflow Management Document Generation Third Party Integration ...
relevant regions
Jericho, NY, United States
Financial Advisor Market Engine (FAME)
Financial Advisor Market Engine (FAME) is a stream of articles, videos, tweets, lead-generation campaigns, email newsletters. Add it to your existing website or build a new custom website....
Fort Lauderdale, FL, United States
Financial Apps API
Why use our API? Financial Apps’ API provides connectivity to 16,000+ financial institutions, including banks, investment accounts, loans and credit cards, all refreshed on a daily basis. Our platform provides account and user management capabilities, statements gathering, alerting and monitoring. Built as a multi-tenancy, cloud hosted platform; our infrastructure scales as......
relevant regions
Atlanta, GA, United States
Financial DNA
What is the financial DNA fintech platform? The world’s only all-in-one behavioral finance system to know, engage and grow every wealth mentor, advisor and client using all dimensions of a person’s financial personality. We've made financial personality a reality in 123 countries by solving communication, goal-setting and investing challenges. ...
Vinon-sur-Verdon, France
Financial Education
1) Immersive and gamified interface. 2) 13 asset classes are offered by default. 3) 100% customizable. In standalone or integrated to your IT system. 4) Can be used integrated in our MiFID II questionnaire or in standalone. 5) In line with MIFID II requirements about financial knowledge assessment. ...
relevant regions
San Francisco, CA, United States
Financial Services Cloud
Wealth management software from Salesforce Salesforce Financial Services Cloud is focused on wealth management systems based on powerful Salesforce CRM that allows advisors to connect with clients in a whole new way. Financial Services Cloud ushers in a new era of wealth management software, with advisors collaborating with clients from any device.......
Redwood City, CA, United States
Financial Wellness
Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness. Access to the Best, Most Comprehensive DataLeverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts. Powered by Personalized Financial Insights New......
relevant regions
Singapore, Singapore
FinChat
Compliance for WhatsApp, WeChat, Line chat, Telegram, Viber & more instant messengers Pioneers in enabling compliance monitoring, chat archival & chatbots for popular messaging apps in regulated enterprises legally. FinChat solutions are based on official APIs of instant messengers & use legal means for compliance & analytics. Employees can now engage clients......
relevant regions
Frankfurt, Germany
Fincite.CIOS
CIOS combines a unique experience to the advisor and customers with a composable platform. CIOS allows you to create your own investment process and focus on what’s important: Your customer. Dynamic reporting with comprehensive insights on performance, risk, allocation, ESG, etc. Customer onboarding and management of customer profiles Customer UX including customizable customer-facing......
Zurich, Switzerland
FinfoxAdvice
FinfoxAdvice is the digital channel for customers and their self-advice. Accessible whenever and wherever, on all devices. Customers can research, advise themselves and access suitable investment solutions in a completely digital and independent way. A flexible status and notification system enables the adviser to keep track in any scenario. FinfoxAdvice can......
relevant regions
Zurich, Switzerland
FinfoxPro
FinfoxPro is the adviser’s individually configurable digital workplace. Centrally manage all your customer relationships and monitor related portfolios. All information is available at all times via the dashboard, with drill-down functions enabling access to specific customer and portfolio data. From here, you can also centrally manage preparation and follow-up of......
relevant regions
Zurich, Switzerland
FinfoxTouch
FinfoxTouch is an intuitive tablet-based advisory tool that transforms customer meetings into dynamic and engaging consultations. It enables the adviser to clearly explain investment strategies and proposals with the help of interactive graphics and directly respond to customer requests. Flexibly structure your consultations in line with specific customer needs, with......
relevant regions
San Francisco, CA, United States
Fixit
Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand. Schedule......
Barcelona, Spain
Flanks for Advisors
From data to solution We have a wide range of modular solutions that come from the user’s date to the solutions that solve your problems. A complete view of your clients’ wealth Flanks aggregates all financial accounts to create a consolidated view of your clients’ portfolios. No matter the type of asset class,......
Toronto, ON, Canada
Flybits Concierge
With Flybits Concierge and an advanced data ecosystem, you can foster stronger relationships with your retail banking, wealth management and insurance customers. The challenge Disruption exists across all facets of financial services. Whether you’re trying to forge meaningful connections with your banking clients, expand your wealth management relationships or provide guidance to your insurance customers, the tools......
relevant regions
Plymouth, MA, United States
FMEX
Integrated platform With FMeX, your content is accessible in one interface, making it easy to search and categorize. Quickly find, use, organize and disseminate the material you need— achieving higher output and increasing sales opportunities. A Financial content library at your fingertips. FMeX’s Digital hub provides all the productivity tools that mobile......
Leamington Spa, United Kingdom
focus:digital
Running stand-alone, or embedded in an adviser’s website, focus:digital includes a financial health check that enables consumers to model various scenarios to get a clear picture of their financial future. Suitable for firms with 10 users or more. Saves you valuable time and increase efficiency. Ideal for modern advisers looking to broaden their market......
relevant regions
Leamington Spa, United Kingdom
focus:wealth
Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort. It has been built with wealth managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end......
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London, United Kingdom
for Advisers
Deeper and more meaningful relationships As a professional adviser, your client relationships are crucial. With Legado, you’re the first port of call for your clients. When you bring them onboard you’ll get a better understanding of their estate, deepen your relationship, and spark conversations that might not have happened otherwise. You can track your clients’ progress and work with them to complete their......
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London, United Kingdom
for Enterprise
Gain insight Consolidate your customers' and employees’ assets and understand their financial habits. Increase revenue Both directly and indirectly create more opportunities to engage with your clients and employees on a deeper and more meaningful level. Build loyalty Give your clients and employees a tool that is genuinely valuable and drive true brand loyalty to......
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Sydney, NSW, Australia
Forum360
Forum 360 is a new world integrated research, sales and distribution platform for products and services distributed wholesale. Companies who use Forum 360 are making a step change for the better in customer experience direct, in collaboration with their distribution partners and with our network of distributors. Using Forum 360’s......
New York, NY, United States
ForwardLane
ForwardLane’s users are financial service professionals that need assistance in prioritizing their workflow and providing high levels of proactive, personalized service to their clients. As a wealth manager, you know your high priority clients, but do you know who you should be speaking to, when you should be speaking to......
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Melbourne, VIC, Australia
Fourth Line
Our Bionic Approach Fourth Line developed a rigorous 100-point compliance check in conjunction with Mills Oakley lawyers which covers… Demonstrate how much you act in your client's best intrest Bionic RegTech augmented by human oversight Deep insight into the risk in your advice process Data-driven advice ananlytics and benchmarking Pre-advice review Verify the quality and content of......
New York, NY, United States
FP Alpha
Stay ahead of the wave with the industry’s first intelligent planning solution AI-driven solutions Powerful, cutting-edge technology enables personalized and tailored advice to optimize your clients’ financial situations. The FP Alpha optimization score will help you ensure your clients are on track. Automated workflows Less time spent on manual tasks allows for a streamlined......
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Farmington, NM, United States
fpPathfinder
We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......
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Zurich, Switzerland
Fraudster detection
Prevention of identity fraud and identification of fraudsters by voice during a real-time contact centre conversation is also facilitated by Spitch solutions, which can check a caller’s voiceprint against a ‘black list’ of known fraudsters....
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Minneapolis, MN, United States
Fresh Finance
Maintain client relationships and attract new business in today’s global economy freshMerge is a licensed communication software solution managed by your corporate marketing department. Producing automated content for your sales team that is personally branded to them has never been easier! Dynamic (web) email newsletters, social media posts to LinkedIn and......
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London, United Kingdom
FS:Chat
Do your employees have easy access to all of the information they need to do their jobs efficiently? Can your customers interact with you without calling or sending an email? Empower customers and users across your organisation with FS:Chat - our Digital Assistant chatbot providing easy-access information on any subject, from......
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Auckland, New Zealand
Fund & Asset Manager Solution
An integrated online investment and customer management platform to improve customer engagement and support your business growth. Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......
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Amsterdam, Netherlands
Gameboards
Customer engagement management -gameboards are one of the modules we offer from the AGAASS platform service. These are gameboards that monitor a company's game and activation performance, drill down into relevant activation metrics and facilitate collaborative work on improving the financial health of a company's customer base....
Amsterdam, Netherlands
Games and Gamified Apps
Our games and gamified apps offer personalised gameplay designed to reduce unhealthy financial behaviour. The models behind it predict customer behaviour and thus help people to reach ideal financial goals, resulting in e.g. less credit risk for the bank....
Chicago, IL, United States
Genivity
Health is your client's largest asset. How are you protecting it? Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, and care cost planning. Genivity's dynamic client engagement tool that predicts family and lifestyle-based health risks to help advisors provide more......
relevant regions
London, United Kingdom
Glassbox for Financial Services
Compete with disruptors and grow brand loyalty Digital disruptors are challenging traditional banking, wealth and investment management institutions. Customers rarely visit their branch, either preferring to do their banking remotely or opting for a digital-only bank. Customer expectations have skyrocketed, and it’s easier than ever to switch banks online. This increased competition......
Zurich, Switzerland
Goal-Based Wealth Management
This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......
relevant regions
Chicago, IL, United States
Goal Bridge
See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......
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San Jose, CA, United States
GRACE Integrated Client Management
GRACE for Integrated Client Management helps wealth management advisory organizations manage their clients in an efficient way through seamless integration across all the functions of end-to-end life cycle management. Integrated-by-design and modular-by-approach, GRACE facilitates all aspects of client management from prospecting, CRM, understanding the client's profile, client communication, product/portfolio creation, suitability......
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San Francisco, CA, United States
Greenlight
Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......
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San Mateo, CA, United States
Guideline for Advisors
A modern 401(k) built for small businesses Guideline provides a turnkey, hassle-free 401(k). We take care of plan administration, compliance, recordkeeping, and more, to make your job easy—and help your clients offer a great 401(k). Intelligent investments, simplified Guideline serves as the CEFEX certified 3(38) on all of our plans. Our set lineup of......
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San Francisco, CA, United States
Harmony
Wishlife is a SaaS (software-as-a-service) company pioneering a new class of asset protection that secures, organizes and stores emotional assets. Qualitative non-monetary emotional assets are protected by the same trusted advisors that oversee quantitative financial assets. With a simple-to-use, multi-dimensional interface, Wishlife inspires users to make themselves and their wishes known,......
relevant regions
San Francisco, CA, United States
Hearsay Compliance
Hearsay Cloud allows compliance and supervision teams to easily comply with complex regulatory requirements, adding channels and advisors without extra staff. In 2018, Hearsay customers experienced a 46% decrease in compliance alerts created at the same time as they increased automated content published by 52%. Capture, monitor and supervise across digital channels Hearsay......
relevant regions
San Francisco, CA, United States
Hearsay Mail
Launch a local email marketing program that delivers value Hearsay Mail makes it easy for advisors to capitalize on one of the most fundamental digital marketing channels. With open, click and response rates well above the industry average, your advisors increase client acquisition and retention — while saving countless hours on......
relevant regions
San Francisco, CA, United States
Hearsay Platform
Hearsay’s tools boost advisor productivity and generate the engagement data necessary for corporate teams (IT, distribution and marketing) to drive value from your CRM and other essential systems. Our team is an extension of yours, using agile development with each engagement to achieve rapid time to value – often within 90......
relevant regions
San Francisco, CA, United States
Hearsay Relate
Compliant client engagement for BYOD advisors & agents Texting, high-quality voice calls and automated workflows designed to scale client touchpoints and increase client loyalty. Increase client loyalty Respond immediately to client outreach with automatically generated smart text messages and high-quality voice calls, anytime, anywhere. Increase advisor productivity Delegate service and scheduling requests to team members.......
relevant regions
San Francisco, CA, United States
Hearsay Sites
Modern advisor website program that strengthens your brand and attracts clients at scale Increase corporate brand reach and control - Modern, on-brand websites that scale to your entire field team with conversion metrics back to corporate site traffic Drive discoverability, demand, and conversion rates - Proven ROI with local SEO optimization to......
relevant regions
San Francisco, CA, United States
Hearsay Social
Hearsay Social is the leading social selling tool for financial advisors. That’s why more than 170,000 advisors at the world’s most successful firms rely on it to attract prospects, retain clients, and grow their book of business. How? Hearsay Social makes it easy to nurture clients and prospects with personalized content,......
relevant regions
Aarhus, Denmark
Hemonto for Trust Companies
We continuously make sure that agreements with banks and asset managers are complied with. We often discover mistakes and report them to you. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. Do you need a second opinion? We......
relevant regions
Seattle, WA, United States
Highspot
Content - connect sellers to effective content Powerful content management with semantic search and intelligent recommendations. Pitches - present to buyers and track engagement Engage prospects via email, phone, and screen sharing and get real-time alerts....
New York, NY, United States
Hubly
We're on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We......
Cambridge, MA, United States
HubSpot CRM
Manage your pipeline and speed up your sales team with the CRM that’s free, forever. Your sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down. HubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That......
relevant regions
Vancouver, BC, Canada
HYBRID Wealth Advisor
Aligning technology and team to help clients win. Client experience Elevate client service with service excellence and digital convenience. Process excellence Unleash productivity and empower enterprise users with an intuitive collaboration platform. Communication Enhance advisor/client communication with multichannel messaging and notifications. Enterprise governance Set policy at a high level and ensure your team works within a well designed......
Mequon, WI, United States
i65
For millions of Americans, medicare is confusing & scary. Yes! You can provide your clients with easy-to-understand, expert Medicare guidance. i65 is the only software created by a nationally-recognized Medicare expert. With this unique tool, You can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid......
Armonk, NY, United States
IBM Watson Client Insight for Wealth Management
IBM Watson Client Insight for Wealth Management is a pre-built analytics solution for the wealth management industry that introduces financial advisors to a new era of advanced analytics and cognitive computing. It creates a comprehensive view of the client by delivering insights using multiple data sources inside the organization and......
Trondheim, Norway
Identity Assurance as a Service (IDAaaS)
Identity assurance for regulated industries We deliver a comprehensive solution to enable online assurance for regulated businesses in Europe, compliant with your KYC and generic AML4 requirements. Our solution is efficient, effective, and secure. An enhanced solution Traditional verification has needed to be done in person—by presenting themselves at a branch, for example—or by......
relevant regions
Tuggen, Switzerland
iFinity Client Management
CRM for small and medium sized companies What does this mean exactly? Nowadays the physical management of client documentation is neither economically nor regulatory compliant. At the same time, the large CRM and client on-boarding systems are oversized for small and medium asset managers. Suitable and effective Here iFinity AG can provide an......
relevant regions
Exton, PA, United States
IFS Maintenance
Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? IFS Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can......
relevant regions
Exton, PA, United States
IFS Onboarding
The account opening process can be complex, especially for clients with growing financial needs. With IFS Onboarding, you can find simplicity in opening accounts for a single client or household with different types of investment products, including advisory and products supported by direct sponsors, such as direct mutual funds, annuities,......
relevant regions
Melbourne, VIC, Australia
Impact
Improve member engagement Deliver a compelling online experience to your members from onboarding to retention. Developer-centric With a modern API, you can rely on our infrastructure and rapidly build on our platform to deliver a best-in-class member experience. Streamline fund administration Connect Impact to your fund administration and registry system, synchronising key membership data to......
relevant regions
Birmingham, United Kingdom
IMPACT
The front office module allows asset/wealth managers to apply, modify and reapply investment models and strategies to clients based on any number of classifications. Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools. Deals can......
relevant regions
Sydney, NSW, Australia
Implemented Portfolios
A modern investment service that specialises in helping advisers deliver a scalable, consistent, yet individualised client experience, in partnership with industry leading technology & investment partners Our service is designed to reduce the complexity and costs associated with delivering traditional investment management to clients. Traditionally advice practices have delivered their investment management......
relevant regions
Birmingham, United Kingdom
IMVS Wealth Management Solution
Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......
Radnor, PA, United States
Incentive
Customize journeysThe app allows you to white-label your brand as well as offer employees an option to communicate directly with you through the app. Improve engagementPlan sponsors will have trackable financial wellness tools that will help their employees go from stressed about their finances to more focused and productive at work. Empower......
relevant regions
Dallas, TX, United States
Indyfin
Wealth managers are relationship and investment experts. We’ve cracked the code on turning referrals into signed customers. We can grow your client base; and with our approach, you don’t pay for an introduction until they are a client. We take the risk so you don’t have to. How Indyfin works for......
relevant regions
Chandler, AZ, United States
Infusionsoft
Grow your list Capture leads automatically through built-in landing pages, convert more visitors to leads, and automatically add new leads to your contacts with advanced segmentation. Increase lead conversion with powerful follow-up 82% of users increased their conversion rates using Infusionsoft. Powerful segmentation—delivering the right message to the right person Bullet proof automation to make......
relevant regions
Toronto, ON, Canada
Insight360
In an effort to protect investors, securities regulators make and enforce rules including KYC, KYP, and Suitability Obligations. These are considered principal responsibilities owed by advisors to their clients and a cornerstone of the investor protection regime. Meaningful dialogues with clients are necessary to obtain a solid understanding of their accurate......
Sydney, NSW, Australia
Insurance
Ensure more customers are protected and can easily get the cover they need, while keeping them engaged with your brand. Have peace of mind knowing your customer has complete control of their advice journey, with an option to talk to a face-to-face adviser. Increase profitability for your life insurance business by lowering......
relevant regions
Amsterdam, Netherlands
InsuranceRight
InsuranceRight is the ultimate front-end solution for insurers to reach out to and engage with the next generation of consumers. It enables your marketing team to continuously adapt to the customer journey when it comes to insurance products, streamline decision-making, and accelerate the time to market for new products. This......
relevant regions
Portsmouth, United Kingdom
Integro CX
Integro CX delivers portal and dashboard technology solutions for the bespoke needs of wealth managers, platforms and providers. Exceptional user experience makes the complex understandable. Imago & Integro CX provide technology solutions for the unique needs of wealth managers, platforms and providers by making the complex understandable with exceptional user experiences.......
relevant regions
San Mateo, CA, United States
Intelligent Contracts
Draft it. Negotiate it. Sign it. Nail it. Contracts are a crucial component of every business. That’s something everyone can agree on. But they can also slow you down because they’re often complicated, time consuming, hard to finalize, and even harder to track. With our intelligent contracts solution, it’s easier than ever to......
relevant regions
Kingston upon Thames, United Kingdom
Interact
Interact is a modern, flexible platform for delivering these services across digital channels. Here’s how our Interact platform can help you deliver great digital solutions to your customers. At the heart of our solutions is Interact, a flexible and scalable digital engagement platform. The platform is designed to deliver superb customer......
relevant regions
Zurich, Switzerland
Interactive Advisor
Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that......
relevant regions
Long Crendon, United Kingdom
Invessed Client Portals
Meet client demand for secure portfolio access Personalise your customer experience Empower your advisors and clients Foster loyalty, with always-on access that keeps clients engaged with your brand Encourage referrals through the Client Portal, the tangible part of your value proposition Use the Invessed wealth platform to deliver secure Client Portals, lead-generation websites and apps. Invessed......
relevant regions
London, United Kingdom
InvestAi
Social shift in demographics is driving a fundamental change in customers’ expectations from the wealth and asset management industry. Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the......
relevant regions
Beverly Hills, CA, United States
InvestCloud Blue
Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients. ...
relevant regions
Beverly Hills, CA, United States
InvestCloud Private Banking Platform
For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform......
relevant regions
Beverly Hills, CA, United States
InvestCloud White
InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting. InvestCloud......
relevant regions
Lake St Louis, MO, United States
Investing You
We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest. We help advisors make a positive impact on their clients lives, which in turn, helps......
Sydney, NSW, Australia
Investment
Deliver investment advice to your entire customer base. Your data + journey = ability to easily engage those looking to invest. Enable your customers to access investment advice when they want, where they want and with the option to engage a face-to-face adviser. Increase profitability for your wealth management channel by lowering......
relevant regions
Schaffhausen, Switzerland
Investment Management
Investment management firms are competing for customers’ attention more fiercely than ever before. To stand out from the crowd, you need to move forward rapidly with investment strategies, reach clients with your communications and keep them up to speed with the latest trends. It’s not just about being better or......
relevant regions
Sydney, NSW, Australia
Investment Platform
Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......
relevant regions
Soborg, Denmark
Investment Reporting
Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......
relevant regions
Zurich, Switzerland
Investment & Sales Analytics
Investment analytics: Control exposure: This module gives advisors the ability to understand the exposure of their client book along various dimensions, for different levels of aggregation, from individual portfolios to the book level. Spot and act on trends: The client advisor can create multiple queries on filters such as instrument, position, client......
Redwood City, CA, United States
Investor Data Analytics
Alternative Data Analytics for Investment Decisions Envestnet | Yodlee Data Analytics enables investors to gain a competitive edge with timely, unique, and accurate market insights, spending, and income data analytics so they can better manage investments on behalf of their customers. By turning de-identified data into insights, we enable asset, investment, and......
relevant regions
New York, NY, United States
Investor Portal
Scale your business faster The only virtual data room seamlessly combining relationship management with secure document exchange. Avoid having to export contacts or data from one system to another. Take control over fundraising Focus on investors with a high probability of committing, track investor activity and page views, easily generate capital calls and......
Leuvain, Belgium
InvestSuite Self Investor
InvestSuite Self Investor is a powerful B2B execution-only platform: One of the only B2B self-execution platforms available catered to a broad audience, configurable and customisable Avoids complexity, providing guidance and protection through unique user journeys Offers data and insightful and actionable information Inspiration from AI-based ideas or hand-picked from your research teams Nudging and a......
relevant regions
Leuvain, Belgium
InvestSuite StoryTeller
Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......
relevant regions
Walnut, CA, United States
InviteOnce
You are working with a new generation of tech-savvy clients. These clients expect a convenient way to get in touch, without the back-and-forth. In order to stay competitive, you must be using the right tools to connect with this generation. With online scheduling, you can allow your clients to book their......
relevant regions
Geneva, Switzerland
IODD
Add value to your client's relationship Improve service level to your clients Allow client financial implication Increase control process Collaboration between service provider and client How can IODD work for you? A. Taking care of many clients? Create all your employees and give them rights Connect all your clients Attribute your clients to your employees IODD will help you to manage easily......
relevant regions
Tampa, FL, United States
iPaladin®
iPaladin’s Digital Governance Environment provides a unique mental model system that visually organizes the digital family office to dynamically express how families own and hold their wealth. Each family member and wealth unit is digitally replicated in an iPaladin Collection. Professionals impose critical facts into each Collection such that its strategic purpose......
Jersey City, NJ , United States
iRebal®
The power of intelligent rebalancing iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application that considers your clients’ tax consequences when showing possible trades that fit your criteria. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for......
Coral Gables, FL, United States
Jaamoon
Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon with its real-time analytical capabilities generates intuitive information that is actionable, measurable and conclusive. Jaamoon with its investor-centric business processes ensures investors are sufficiently reached, their investments are protected and the organizations' research information is capitalized in full. Jaamoon with......
relevant regions
St Martin, Guernsey
JCS Adviser Professional
Adviser Professional incorporates all of the capabilities of the Adviser Essential suite of products and gives the ability to choose additional options to deliver a tailored solution that best fits your business needs. Administration The comprehensive administration software enables you to effectively manage your client & policy administration, real time valuations and core back office requirements. Financial planning Using the......
relevant regions
Galway, Ireland
Joulica for Financial Services
Break down data silos To thrive in today’s hyper-competitive environment requires data that is accessible, timely, analyzable, and actionable. Despite their strategic embrace of big data and machine learning, for many the data remains locked down in organizational silos and legacy systems, impeded by people and processes or slowed by inefficient......
relevant regions
New York, NY, United States
KAI Platform
Baby boomers are beginning to enter retirement and millennials are set to inherit $50+ trillion over the next decade. This shift in generational wealth will bring big changes to how wealth managers engage their clients. Gone will be the days of review meetings, phone calls, and dinners. They will be......
relevant regions
London, United Kingdom
Karbon
Automate CLM due diligence and tasks with Karbon, so your team can focus on high-risk processes and value-add services The Karbon end-to-end client lifecycle management platform uses cognitive computing, artificial intelligence, and contextual analytics to generate the needed business intelligence to automate processes. Karbon accurately and automatically aggregates and processes structured,......
Chandler, AZ, United States
Keap Grow
All your client info organized on all your devices Add your contacts and leads to Keap then sync your Outlook and Gmail to manage everything from all your devices. Easily pull contact details into Keap from your iPhone, a spreadsheet, a form on your website, even from business cards, for an......
relevant regions
Chandler, AZ, United States
Keap Pro
Lost leads are lost business. Automation can fix this. Keap Pro features Campaign Builder, a customizable platform to create marketing automation workflows that nurture leads to loyal customers. Includes built-in lead must-haves like: Landing page builder with template library Customizable web forms Ability to create targeted, personalized email nurtures that are timed or action......
relevant regions
Boston, MA, United States
Knudge
Go beyond the planning and make sure all the doing gets done. Better communication means a better experience and better outcomes for you and your clients. Real-time insight into the status of client action items with a shared to-list Save time with automated messaging across email, text, and push notifications. Prioritize your day with an advisor dashboard......
relevant regions
State College, PA, United States
Lead Pilot
Customized content your audiences crave Select from 500+ unique articles, infographics, videos or campaigns in the Lead Pilot content library, or upload your own original pieces. Completely customizable content Easily target your niche or local area All content is hand crafted in-house Create a scroll-stopping social media presence Easily create, customize, and deploy social media posts with a single......
relevant regions
Waltham, MA, United States
Ledgex Investor Relationship Management
Ledgex IRM incorporates marketing efforts and sales pipeline management, delivering key features including opportunity management and scoring, contact management and mass mailing distribution. Uniquely, these capabilities are all integrated with the Portfolio Management, Manager Research, CRM and Document Management modules delivering a centralized and complete view of all information. Ledgex IRM......
relevant regions
El Segundo, CA, United States
Libretto
Libretto is an advisor-driven wealth management advice platform leveraging modern investment methodologies to provide sophisticated wealth management to clients ranging from the least to most complex. Software platform Built on the tenets of priorities-based planning, liability-driven investing and factor-level portfolio construction, our differentiated platform enables you to design robust financial solutions, enable......
relevant regions
Franklin, TN, United States
LifeArcPlan
Financial Architects & Consultants is a financial technology firm that develops proprietary systems for the financial services community. By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively! Realizing there was a more efficient and compliant way to manage......
Milan, Italy
LifeCycle Portfolio Builder
The engine identifies each client's "life-cycle point", their needs, objectives and risks (relating to health, family, work, economic sphere), and then finds the optimal personalised mix of investment, insurance and financing products that minimise the risk. How does it work Simulation Monte Carlo simulations of possible scenarios: investment trends (passing from the simulation......
relevant regions
Maroochydore, QLD, Australia
LinxCRM
Stay in touch and in control LinxCRM makes it easy to stay in touch with your clients and helps you stay "top of mind" with them so you can improve client retention. You'll also have everything about their needs and history close at hand so you can provide qualified advice as......
Austin, TX, United States
Liveoak
What is Liveoak? Liveoak provides enterprises with remote onboarding and identity verification tools to keep human expertise and interaction in the digital customer journey. The Liveoak platform recreates the power of a face-to-face meeting for remote customer engagement via live conferencing, collaboration, electronic signature and identity verification. This all-in-one tool works directly......
Plano, TX, United States
LSLE - Data
With over 140 million rows of data, our proprietary data set consists of health and wealth life event data along with their corresponding expenses. Our proprietary algorithm (Predictive Computational Model) searches for, uncovers and correlates the most impactful events that could occur in a person's life. Today, we can predict 12......
relevant regions
Sydney, NSW, Australia
Lumiant
Your Life Don’t let your first engagement be about money, compliance or product. Let it be about a client’s life! Today’s antiquated fact-finding processes focus on financial outcomes, determining a client’s income, debt, risk, investments, retirement and estate planning. This can be off-putting, boring and is a far cry away from delivering......
relevant regions
London, United Kingdom
Lyfeguard
Store and access your personal information in one place Manage your information whenever and wherever you want. Whether at home, on the go or in an important meeting you can access your data whenever you need it. You can even edit existing data and upload new information on the go. Uploading......
relevant regions
Hong Kong, Hong Kong
m2Mobile
Easy setup Anyone provided with m2Web access by their advisor will get access to m2Mobile, and it comes at no extra cost. Instant communication Investors can create their own watch list on m2Web to keep track of stocks they are interested in. Immediate portfolio access m2Mobile provides access to m2 portfolios from mobile devices. The......
relevant regions
Hong Kong, Hong Kong
m2Web
Online portfolio services Advisor centric service Self-service reports Modern and clean design Control and customisation White labelling and integration Allocate and suspend access Third-party integration capacity Mobile portfolio access Portfolio access on-the-go Real-time feedback Android and iOS compatible ...
relevant regions
Sydney, NSW, Australia
Macquarie Wrap
Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients. Extensive range of investments Your central hub for efficient access to managed funds, domestic and international securities, direct fixed income, specialist investment, separately......
Atlanta, GA, United States
MailChimp
Create campaigns that stand out Whatever your goals, we have ways to make it happen. Mailchimp makes it easy to create campaigns that connect with your audience at the right time and the right place. Connect everything you use Mailchimp is even better when combined with the other apps and tools you use.......
Chicago, IL, United States
Marketing Content Automation
Go to market faster with current and compliant marketing content Investment management is more competitive now than ever. Synthesis Technology helps firms get client-facing communications in front of investors faster than the competition. Produce fact sheets, pitchbooks, commentaries, and web content in half the time without adding more staff and internal......
relevant regions
Cambridge, MA, United States
Marketing Hub
Where all of your marketing comes together With HubSpot Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place ... Build and modify your website without IT Drag and drop your way to polished web pages, blog posts, landing pages, and email templates. Editing your......
relevant regions
London, United Kingdom
Marketing Restrictions - Asset Management
Established in 2001, we deliver high quality online legal risk management products which help you operate more efficiently. Our cross-border financial regulatory services are used by a wide range of asset managers including hedge and mutual funds, sovereign wealth funds, private equity and pension funds. Our services are designed to reduce your local......
relevant regions
San Francisco, CA, United States
Matik Platform
Connect to a Data Source - Connect to any data source Connect to a data warehouse, REST API, Salesforce, Google Sheets or BI tool - No ingestion, just querying Matik doesn’t ingest data making implementation easy Create Insights - Turn data into insights Define insights as simple field lookups or complex SQL queries - Create insights in any form Transform data......
Pleasanton, CA, United States
Medallia Experience Cloud
Capture, analyze, and act on customer signals–from conversations in the branch and call center to interactions across the web and mobile apps–and transform experiences across the omni-channel financial journey. Deepen relationships, motivate employees, and drive business growth and innovation. Deliver great experiences throughout the customer journey Arm reps with predictive insights so......
relevant regions
London, United Kingdom
messagematrix Platform
Client Messaging Integrations Staff use of personal messaging applications for business purposes is both a security and compliancy risk for firms. Our messaging platform integrates into WhatsApp and SMS, allowing staff to message their clients using these consumer applications, whilst remaining fully compliant and highly secure. Biometric Approval With the ever growing number of......
relevant regions
Toronto, ON, Canada
messageserv
Traditional communication methods like phone, fax and email do not meet the security and reliability requirements of the investment management industry; they are often time consuming, risky and error-prone. Common issues include: Confidentiality and privacy of data Email delivery errors Inaccurate information Guaranteed delivery and non-repudiation Who said what and when? Lost or illegible faxes The solution messageserv was developed in association with the industry and......
relevant regions
London, United Kingdom
(M)Give
First global impact platform In response to the global commitment towards sustainability and impact, Maanch is the worlds' first platform to provide a secure, data driven, scaleable solution for engaging wealth owners, intermediaries and beneficiaries on impact and accelerate achievement of UN Sustainable Development Goals (UN SDGs). Projects worldwide Partnering with credible registered......
relevant regions
Chicago, IL, United States
Microsoft 365 Integration
Practifi’s new Microsoft 365 Sync offers enterprise level Outlook email communication as well as event synchronization through automation. Practifi’s unified workspace, this sync increases advisor productivity, simplifies data capture and gives managers the ability to track productivity and usage. ...
relevant regions
Redmond, WA, United States
Microsoft Dynamics 365
Drive digital transformation with a new approach to business applications Break down silos created by traditional enterprise resource planning (ERP) and customer relationship management (CRM) solutions for a comprehensive view of your customers and operations. Modern Drive business results with next-generation, multi-channel applications that infuse artificial intelligence (AI), mixed reality, social, and mobile capabilities......
relevant regions
London, United Kingdom
Microsoft Dynamics 365 for Wealth Management
The Xpedition Wealth Management CRM Accelerator seamlessly integrates with Office 365, Outlook, Exchange, SQL Server, LinkedIn and a host of other powerful third-party applications. The result is an advanced ecosystem that breaks down internal silos, increases productivity and sales revenue. It also helps you meet the ever growing compliance challenges.......
relevant regions
Vinon-sur-Verdon, France
MIFID II/LSFin Client Suitability Assessment
1) 80% client's satisfaction thanks to a gamified user interface. 2) 100+ risk profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system. ...
relevant regions
Sydney, NSW, Australia
Migrate
Get organised with Migrate Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having......
relevant regions
Seattle, WA, United States
MindMeister
Meister develops smart and intuitive web apps that help teams of all sizes and industries turn ideas into reality. Our flagship products MindMeister and MeisterTask support a complete creative workflow – from collaborative brainstorming to agile task management. Founded by Michael Hollauf and Till Vollmer in 2006, Meister has an international......
London, United Kingdom
Mintus
Find out how you can get access to an art market that’s performed almost three times better than the S&P 500 since 1986* with Mintus. *Source: The Live Art Index. How it works Source Artworks are sourced from institutions, galleries, artists or individuals. Prior to platform listing, the artwork’s authenticity and market value is determined by......
relevant regions
Kehlen, Luxembourg
Mobile App
Fit into the lifestyle of your client. Make relevant information easily available, let him choose when and how to communicate with you. Our UX designer helps you to create a totally personalised app with your look and feel and define the level of information you judge right to provide. The MIFID......
relevant regions
Tel Aviv, Israel
Modelity Advisor
It is designed for face-to-face consultancy, facilitating the provision of personalized advice, accounting for client risk tolerance, financial constraints and expectations. Its processes can identify sales opportunities and ensure demonstrable compliance with regulatory requirements. Modelity/Advisor analyzes portfolio’s risk and performance, based upon industry standard or customized models. Modelity/Advisor is an open box solution, available......
relevant regions
Tel Aviv, Israel
Modelity Structures
A quicker sales process Elimination of errors Shorter time to market for new products Avoidance of time-consuming manual work The sales module is focused on structured products transparency and explanation, enhancing the seller’s relationship with the end client. Computed outputs such as actual historical performance, Stress Tests, VaR and Monte-Carlo projections are presented in......
relevant regions
Windsor, CT, United States
Modestspark
According to InvestmentNews, 78% of advisors have client portals for account access. However, there is a clear difference between standard information access and a personalized client experience. An innovative client portal can serve as an important point of differentiation for advisors who want to promote the more personal aspect of their......
relevant regions
Bedford, United Kingdom
Money Alive Platform for Advisers
Interactive video learning experiences for clients Covers topics identified as higher risk by the regulator and PI insurers Produces reports evidencing clients' engagement and understanding Better informed clients Our interactive and impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand......
relevant regions
Powhatan, VA, United States
MoneyGuideElite℠
Includes all MoneyGuidePro® features plus: Total income modeling - dynamic distribution presentation module Advanced lifetime protection - protect your clients over their lifetime, not just today Secure income modeling - advanced annuity strategy modeling to cover essential expenses Tax planning - quantify the savings and illustrate the impact of tax strategies in the plan ...
relevant regions
Powhatan, VA, United States
MoneyGuidePro®
Includes all MoneyGuideOne℠ features plus: What If worksheet - the power-user feature, change up to five scenarios in one place Plan summary - detailed, customizable executive summary and action items Custom report templates - customize report templates to fit your presentation flow Estate planning - Federal and State estate tax, flow charts and what ifs Custom......
relevant regions
Bristol, United Kingdom
Moneyhub Enterprise
Put your clients at the centre of their financial world Give them unrivalled clarity over their finances, and help them to plan their long term financial journey. Become closer to their financial world With Moneyhub, you and your clients will gain a rich understanding of their long term finances. It's easy for you......
relevant regions
Henley-in-Arden, United Kingdom
moneyinfo wealth
Imagine being able to give your clients the ability to access all of their financial data, on the move, 24/7... The freedom this would give them, and how this could revolutionise your relationship with them. Not only will they be able to access their investments and pension and general savings portfolios,......
relevant regions
Arlington, VA, United States
Money Manager X-Change
For advisors, one of the biggest benefits of working with E*TRADE Advisor Services is the efficiency the technology platform provides. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform. Benefits of Money Manager X-Change Supplement your existing strategies to create......
relevant regions
Chicago, IL, United States
Morningstar® Essentials
Building investor confidence with integrity We’re evaluating investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds—like how your funds stack up to their peers or if we expect them to outperform over a full market cycle. Expanded coverage to move the......
relevant regions
Bristol, United Kingdom
MortgageKeeper
The UK’s most flexible Mortgage CRM System can be fully configured to mirror your own business rather than you changing your practice to meet the limitations of other systems Packed with easy to use features, the MortgageKeeper back office administration system provides the comprehensive information management you need to effectively run......
relevant regions
Baltimore, MD, United States
MTM360
What matters most to your clients? Many families seek to perpetuate core values, family legacy and stewardship. Yet, most advisors ignore this “More Than Money℠” opportunity. The great wealth transfer opportunity awaits you Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core......
relevant regions
Seattle, WA, United States
my3B™ Advisor
Every financial advisor knows that trusted client relationships form the cornerstone of a successful advisory practice–and many believe this takes a lot of time. We don’t. We can help you build trust in a short period of time by having great conversations. Our solutions set the stage for a discussion on......
relevant regions
Powhatan, VA, United States
MyBlocks℠
Pioneering Financial Planning Digital Experiences for Clients Become the go-to provider for clients to discover realtime answers and visualize their financial future. Planning Blocks For All Life Stages Clients are in control. They can engage in planning topics of their choice, at their own pace. Breaking Down Planning Barriers for Clients Deepen client engagement by......
relevant regions
London, United Kingdom
MyCredo Client
MyCredo Client - provides your Investors with a 'white-labelled' secure online platform: Multi-browser solution; Real-time consolidated account information; Reporting includes a suite of performance reports and tax reporting; Enables your Investors to place trades online or limit access to information only; Research includes access to Morningstar Analyst Research Centre; and Subscription service allows scheduling of regular report......
Hedingen, Switzerland
Mydesq Advisor
Product shelf All that you did on your desktop through multiple applications is now possible through the mydesq application on the ipad. Spend more time facing your clients and have the flexibility to work anywhere. Client profiling All your activities such as creating a proposal, sending reports to clients, documenting advice, and opening......
relevant regions
Leicester, United Kingdom
MyFinancecentre
MyFinancecentre creates a focus on financial planning and goal setting alongside offering financial advice, as well creating new opportunities of engagement through case tracking and Skype integration. Documents can be stored and transmitted securely through MyFinancecentre, which employs the same strength of security used by online retailers and banking institutions. In......
relevant regions
Cornwall, CT, United States
MyPerfectFinancialAdvisor
MyPerfectFinancialAdvisor is a new service that intends to be the premier matchmaker between investors and their ideal financial advisor. We strongly believe every investor should and can get a financial advisor and encourage investors to use our free service. Studies from Vanguard, Morningstar, Financial Engines/AON Hewitt and others all prove......
Minneapolis, MN, United States
MyRepChat
MyRepChat: a world class text messaging platform that allows individuals to use text messaging to chat with their clients and remain in compliance where documentation is needed for regulation. All the features you need & more Text & group messaging Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app......
relevant regions
Lenexa, KS, United States
Nexa Client Surveys
Identify at-risk clients With an aggregated focus on at-risk clients, NEXA highlights retention risks so you can proactively act to retain clients. Increase client engagement Dial into your clients' satisfaction levels, and increase client engagement by leveraging the data to make strategic changes specific to their feedback. Evaluate service models Take a look at varying......
relevant regions
Centennial, CO, United States
NexCRM
You can improve your marketing effectiveness to attract new customers and get more from existing relationships. The NexCRM module includes: Forms management web-enabled Document image enabled contacts Calendering Tasks Appointments Notes Reports ...
Toronto, ON, Canada
NexJ CRM for Finance
Building and maintaining strong customer relationships is more important than ever as firms are looking to maximize customer value while delivering a superior customer experience. NexJ Customer Relationship Management (NexJ CRM for Finance) is a strategic CRM solution for finance that helps firms establish deep and enduring relationships. NexJ’s targeted focus on delivering wealth management......
Toronto, ON, Canada
NexJ Integrated Desktop
Agents, advisors and bankers use many applications in the course of their daily business. When these applications are siloed, valuable time that could be spent selling to and servicing customers is instead spent toggling between systems, searching for information, and collating widespread data. The NexJ Integrated Desktop delivers a comprehensive, customer-centric......
Nassington, United Kingdom
Ningi
Websites Run and manage your website in one place. Have leads, contact requests and analytics all flow right into your back office. Run multiple websites/brands, test and launch trading styles quickly. Engagement; tools, calculators and seminars Launch one of the many Ningi tools and calculators. Run live seminars, with Q&A, voting and polling. Deliver on-demand content, previous......
relevant regions
Manchester, United Kingdom
Nivo Hub
Our products empower consumers and enable organisations to deliver better customer service, reduce costs and innovate. Built for Barclays by industry experts, Nivo is an instant messaging platform with bank standard authentication, encryption, and identification features built in. Because you know who you’re talking to and that data is safe, you......
Leamington Spa, United Kingdom
now:share
now:share lets up to 5 invited people share a web session on any modern web-enabled device. Web-chat and drag-and-drop document sharing come as standard, but the full power of now:share comes into play when you enable co-browsing. Co-browsing lets each of the people that you've invited, wherever they are in the world, see and......
relevant regions
Montbonnot-Saint-Martin, France
OdonaPlace
OdonaPlace, A digital experience for your clients Personalize your applications We integrate your brand identity, your logo and your graphic charter. We do it all. Intergrate and share Integrate your applications on your web pages (website, landing page, campaigns…) Communicate Easily give your clients personalized access links to your applications by email, SMS, …...
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Customer Engagement
Technology is instrumental in achieving this transformation and providing services that deliver convenience and simplify daily banking activities. Moreover, capturing behavioural insights will enable banks to create seamless and user-friendly digital services customised to their clients’ needs. Managing CRM and on-boarding processes can be extremely time-consuming, and often results in......
relevant regions
Meyrin, Switzerland
OLYMPIC Banking System - Digital Banking
OLYMPIC Banking System’s Digital Banking portal can be used to manage financial operations on the move, helping your customers make well-informed decisions. It is aimed at the bank’s customers as well as external users such as EAMs (external asset managers), and was built with remote access in mind. The portal......
relevant regions
Christchurch, New Zealand
OMNIAdvice
OMNIAdvice supports all stages of the advice journey from client discovery to on-going management and reviews, give your clients a complete picture including their goals and objectives. Streamline your processes, provide consistency of advice across your client base and output concise statements of advice and review documents that carry your brand. Easily......
relevant regions
Christchurch, New Zealand
OMNIEngage
OMNIEngage is a tool designed to aid financial advisors in sales, allowing quick demonstration of the value of your advice based on a clients selections. Engage current and prospective clients visually with in-depth charts and analysis, based around your products and solutions, and collect their information to follow-up. We have templates available for......
relevant regions
San Jose, CA, United States
Omniscient CRM
While in stealth mode, Omniscient is tightly integrated with custodial-agnostic asset, MS Exchange, email and calendar integration, as well as document management and robust CRM functionality. Omniscient is rapidly becoming known for delivering best in class, on-demand Service Enabled Software TM, which is both relatively low-cost and very simple to......
relevant regions
Singapore, Singapore
OneEvent
Managing voluntary corporate actions and the associated election flow can quite often be difficult and result in a significant amount of manual processing. OneEvent is a flexible corporate actions module which provides an automatic platform for mandatory and elective corporate actions processing. The OneEvent solution includes an integration layer which allows......
relevant regions
Singapore, Singapore
OneNotify
With the growth of digital channels, the importance of more timely communication with customers becomes increasingly important. OneNotify provides a flexible notification system which allows messages to be sent to customers based on events which occur in their core transaction processing systems. Notification messages can be flexibly defined and can......
relevant regions
Erlenbach, Switzerland
ONE PM go!
Ready-to-use portfolio management tool - fully pre-defined and operational portfolio management environment at very competitive rates. It particularly includes: Complete CRM functionality - All functions related to the successful fulfillment of an asset manager's core business: professional service for the clients. Full PMS, including asset consolidation & reconciliation - Integration and consolidation of......
relevant regions
Sydney, NSW, Australia
OneVue platform
The OneVue platform was created to support advisers and accountants in delivering efficient administration and engagement to the best interests of today’s clients. With a comprehensive suite of reports and education content for adviser and client alike, key benefits of the platform include: Unparalleled access to quality investment offerings Highly competitive fees True......
relevant regions
Chattanooga, TN, United States
On-Ramp
Best for newer advisors that need help launching their career. For advisors: Cash flow mapping Open doors and build relationships with this easy-to-use financial planning software. Personalized onboarding Can a new driver easily navigate the terrain? Maybe, but why risk it? You'll get set up quickly and confidently with the CFM team. 1-on-1 on-going support We’re not......
relevant regions
La Coruna, Spain
OpSeeker
A clear mission: Nudge our users to manage their money maximizing their financial health. What we do We build online tools to help financial institutions prepare and drive individuals to better financial habits. SaaS/integrated tools for your institution We offer white-label modular web/native apps and content, taylored to the needs of your institution, employees......
relevant regions
Austin, TX, United States
Oracle CRM On Demand Wealth Management
Oracle’s CRM On Demand Wealth Management solution is a flexible, software-as-a-service (SaaS)-based sales platform that helps banks, financial institutions, and other wealth management service providers increase market share and revenue, acquire new customers, enhance the value of existing customers, and increase business insight and control. CRM On Demand Wealth Management provides......
Zurich, Switzerland
Orca Classic
Centralise All contacts, assets and documents in a single, secure location. Easily gather, maintain and share data from anywhere in the world. Move your information from multiple locations to your own private cloud & ensure nothing is ever forgotten. Orca is your single source of truth from which to coordinate the perfect......
relevant regions
Omaha, NE, United States
Orion Marketor
Combining hyper-personalized content campaigns on top-of-mind planning topics, best-in-class marketing execution technology, and self-guided financial goal work-flows, Market*r will innovate the way you think about business development. ...
relevant regions
Kiama, NSW, Australia
Outsourced Transition Management
An end-to-end trasition management program Padua's Outsourced Transition Management Services makes it easy for you to transition your client base between platforms or products. Padua's end-to-end transition management program is the most comprehensive, most efficient and most valued service for transitioning your clients. Technology for high volume transitions Padua's Transition Management System enables......
London, United Kingdom
Oxygen CRM-Wealth Management Edition
Oxygen CRM-WM was created to provide you with a complete 360-degree view of client data. Designed to improve efficiency and automate not only your onboarding processes, quarterly and annual reporting, but also to simplify your path to compliance. Saving time, enables you to reduce the cost of giving advice and......
Kelowna, BC, Canada
Pareto Platform CRM
Pareto Platform CRM is a cloud-based Microsoft Dynamics CRM solution designed exclusively for financial advisors. After years of successfully consulting financial advisors on building trusting relationships with their best clients, it was easy to conclude that most CRM solutions were not adequate for achieving this goal. We've customized Microsoft Dynamics......
Paris, France
Particeep White Label Financial Distribution Platform
A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......
relevant regions
Toronto, ON, Canada
Pascal Financial Platform
With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services......
relevant regions
Newtown Square, PA, United States
PayForED
PayForED Software & Loan Solutions help you navigate the college planning, funding, and repayment journey. We work with employers, financial advisors, schools and individuals to help minimize student loan debt, identify student loan repayment options, and improve your financial future. Make the best financial college decisions with PayForED....
New York, NY, United States
PayItOff
Payitoff is building the next generation of B2B repayment solutions for student debt. We've released the first comprehensive student loan API that helps any fintech company or financial institution build a federal student debt repayment program into their financial services products, saving the average borrower $3,000 per year. Partners using our platform......
Toronto, ON, Canada
PeerCompare
Stay on top of material changes on your shelf with custom monitoring and alerts that give you the information you need, when you need it. ShelfMonitor scans investment products for changes such as sales and fees, management information, product suitability and risk. Identify material change as soon as it happens Filter and......
relevant regions
Cambridge, MA, United States
Pega Client Service for Wealth Management and Brokerage
Key challenge. The importance of client relationships cannot be overstated. Clients demand a personalized, proactive experience that addresses their exact needs. Brokers, advisors and service representatives must deliver high-touch service while increasing their productivity given increased regulations, administrative tasks and constant change. The solution. Pega Client Service for Wealth Management and Brokerage solution......
San Diego, CA, United States
Personal Financial Index®
The Personal Financial Index® (PFI) is free for consumers. Financial advisers use the PFI for educating prospective clients while corporate employers use it as a powerful employee benefits service and for Department of Labor compliance (ERISA). They have the ability to have it installed on their websites or employee benefits......
Givatayim, Israel
Personetics Act
Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals: Engage customer over an extended time frame Self-adjusts by leveraging existing and acquired knowledge of the customer Encourage habit-forming ongoing financial wellness behavior Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals Engage customer over an extended......
relevant regions
Givatayim, Israel
Personetics Assist
Personetics Assist is the only digital self-service solution built specifically for the financial services industry. The solution is installed today at leading financial institutions, providing personalized service and assistance to tens of millions of customers. Financial institutions that use Assist are rewarded with higher operational efficiency, customer satisfaction, net promoter......
relevant regions
Givatayim, Israel
Personetics Engage
Customer expectations from their banking providers in the digital age go beyond just access to data and ease of use. Customers want their bank to proactively offer insight and advice that can help them achieve their financial goals. Personetics Engage is a new breed of banking solution, one that truly......
relevant regions
Givatayim, Israel
Personetics Engagement Builder
The Engagement Builder enables banks to: Create personalization IP – differentiate from competitors Bring innovation in house – design custom insights without custom development Stay relevant – target specific customer segments or fulfill campaigns by connecting to bank data sources Distribute across all banking channels, institution entities and geographies The power of the engagement builder Data......
relevant regions
Singapore, Singapore
Perx Platform
Marketing analytics A universal cockpit that provides a bird’s-eye view of how customers are engaging with your campaigns, loyalty programs and rewards in near real-time. Loyalty management Create and manage complex, multi-tier loyalty programs equipped with dynamic earn and burn rules and incentives to drive customer actions. Campaign management Drive revenue generating customer actions by......
relevant regions
Douglas, Isle of Man
PFS-Connect
Pacific Fund Systems is a leading supplier of global fund administration software for alternative and traditional funds. Our range of software solutions automate and simplify the work processes of fund administrators and investment managers by replacing multiple legacy systems with PFS-PAXUS, a fully-integrated, functionally rich, sophisticated solution that has PFS-CONNECT web access built into its......
Perth, WA, Australia
Picture Wealth
How can PictureWealth help you? We help you understand and manage your money in three simple steps: Picture your wealth A picture paints a thousand words. We help you paint your financial picture by organising all your money matters in one place. Your Welfie (Wealth + Selfie) shows you your big picture. You can drill down into more......
Stockton on Tees, United Kingdom
PlanHappy
All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......
relevant regions
Richmond, VA, United States
PlantechHub
PlantechHub is a new type of financial planing software advisors will use to improve plan creation, presentation and client portal. ...
Detroit, MI, United States
Pocketnest
Financial planning made easy Personal financial planning should be simple and thorough. It’s not. Serving the next generation of consumers should be straightforward. It’s not. We’ve created something better. We deeply understand millennials and Gen X. We seamlessly integrate with banks, advisors and credit unions. We make your relationship with your customers stronger. We’re the first and only financial app of its kind. Cue the......
relevant regions
Greenwich, CT, United States
PortfolioAnalyst
Improve productivity by consolidating multiple investment accounts for centralized monitoring and administration. Oversee clients' accounts; manage investor outreach and engagement Monitor performance; distill portfolio level data to drive client engagement Provide 24-hour customer access to account data, all from a single interface Access to PortfolioAnalyst is complimentary View your consolidated financial accounts See the current performance......
Zurich, Switzerland
Portfolio Quality Checks & Remediation
Portfolio quality checks: Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio. Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues. Remediation: Optimization: UBS......
Boulder, CO, United States
Positivly for Advisors
We profile your clients on four dimensions to personalize their investing experience. Purpose-help your clients invest to find meaning by identifying causes that matter to them. Security-help your clients invest to secure financial future with a risk adjusted lens. Touch-personalize communication based on the client's desire to build and maintain relationships. Viewpoints-help your clients......
relevant regions
Milwaukee, WI, United States
Profiles™
Goal-based financial planning software Profiles is built for flexible analysis and quick assessments that will fit into your workflow. Profiles™ makes it simple for you to show your clients their potential financial future through holistic financial analysis, FINRA-compliant reporting, and high data security. ...
relevant regions
London, United Kingdom
ProFundCom
The ProFundCom platform gives unparalleled insights into a companies’ funds, prospects and investors and proactively helps to identify opportunities to both raise and preserve assets under management. ...
San Francisco, CA, United States
Programmable SMS
Write the code that counts Get to the important work faster using helper libraries, monitoring and debugging tools, documentation in your language, and even a serverless environment to host your code. Phone numbers that get the job done With phone numbers available in over 30 countries, Twilio’s inventory lets you pick the right......
relevant regions
San Francisco, CA, United States
Programmable Voice
Hardware is painful. Software is powerful Build the exact call experience you want using an intuitive API that scales beyond anything you can do with outdated hardware. Quality calls with low latency and clear audio Latency can break up the natural rhythm of your call. Twilio ensures call quality by routing calls to......
relevant regions
Boston, MA, United States
Proposal Advantage
If you’re like most financial advisors, your clients have an average of five-to-six accounts, acquired over many years, from multiple sources. With little-to-zero communication between advisors, your clients’ accounts are not coordinated in a tax-smart manner and are paying unnecessary taxes. This is your opportunity to clearly differentiate and demonstrate......
Zurich, Switzerland
Protocolling customer calls
Automated protocolling of conversations with customers saves up to 50% banking advisors' time required to update CRM records, at the same time improving the completeness and quality of bank's CRM data....
relevant regions
Hampton, NH, United States
ProTracker Advantage Desktop
ProTracker Advantage Desktop provides the full-featured, easy-to-use client relationship management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals....
Hampton, NH, United States
ProTracker Cloud™
ProTracker Cloud provides a web-based, easy-to-access relationship management tool that busy professionals can use from anywhere. ProTracker Cloud™ ProTracker Cloud increases efficiency and improves profitability through intuitive design and fast response....
Sydney, NSW, Australia
PSN Financial Services
DMI Systems data matching technology uses a complex series of algorithms to search current and historical information to look for unique matches on combinations of: names, phone numbers, email addresses, company and licensee names, and addresses. If a unique match cannot be found, manual verification involving a dedicated team is......
Riverside, CA, United States
Pulse360
Make your meeting notes work 10x harder Searchable Meeting notes from all previous meetings are instantly searchable, in seconds. Actionable Your team can access meeting notes from one centralized space so they instantly know what needs to be done. Repeatable Draft beautifully crafted advice to use again and again, freeing-up hours of precious time. Scalable Let an intern......
relevant regions
Charleston, SC, United States
Questis for Advisors
Modernize your advisory. Here’s how Questis helps power your digital transformation. Make coaching scalable Our coaches help you empower more people, more effectively. Grow your business Generate sales, scale your book, and help participants build wealth. Heal financial fragility Holistic financial empowerment helps people and businesses succeed. Manage accounts better Our user-friendly dashboard helps you streamline and optimize. Personalized, predictive......
relevant regions
Chicago, IL, United States
Quill
The wealth management industry is experiencing significant disruption, driven by increasing client expectations, and demands for transparency and cost-effective investment alternatives. Competition is fierce as financial advisors must deliver the best client experience and meet compliance mandates when communicating performance and advice, through all channels, at all times. For advisors. Quill automatically delivers......
London, United Kingdom
Qwil Messenger
Our single, global chat app enables participants in any location to engage in branded, professional conversations with their companies whilst meeting the most stringent security and regulatory requirements. Simply swipe between each company's brand space and chat. It's that simple. For mobile and web Qwil Messenger has been designed to work seamlessly......
relevant regions
Zurich, Switzerland
Real-time and archive recordings speech analytic
Semantic interpretation, speech analytics, sentiment analysis, and emotion detection are adding specific types of information to verbal exchanges with customers, which can help improve customer retention as well as increase sales based on the analysis of customer service in real time and on archived calls....
relevant regions
London, United Kingdom
Reconstruct
Reconstruction, on demand Increase trade transparency and improve oversights Automatically understand your business activity Siloed communication and trade data make it impossible to accurately understand your business activity. By combining insight from communications and trades and orders, efficiently investigate the context around your trades, detect suspicious activity and provide accurate reconstructions to comply with......
relevant regions
London, United Kingdom
Recordsure
Your reputation as an organisation rests on the quality of your customer interactions and the consistency of those conversations with the latest regulations and industry best-practices. Despite growing pressure to provide consistently high customer outcomes, companies constantly struggle to gain visibility on their customer interactions. Current methods are expensive, time-consuming,......
Sacramento, CA, United States
Redtail CRM
Redtail CRM is cost-effective, easy and tailored to today’s financial pro Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription. It’s all about integrations You will see services like Morningstar, Riskalyze, LaserApp, Allbridge and MoneyGuidePro seamlessly within Redtail....
relevant regions
Sacramento, CA, United States
Redtail Speak
A smarter way to chat Speak, Redtail’s collaborative communication platform for advisors and staff, provides advisory offices with a baked-in chat solution that is archived, searchable, and tied to contact records where applicable—without leaving Redtail. Attachment-ready Send and receive attachments—images, Office files, etc. View images inline, with no need to download....
London, United Kingdom
Refinitiv Digital Investor
Digital capabilities in wealth are already critical, and their importance will continue to rise. Creating a compelling and personalized experience for clients, whether they are self-directed or rely on an advisor, is key to increasing AUM and client retention. Refinitiv Digital Investor delivers a unified view of the investor’s assets across......
relevant regions
Sydney, NSW, Australia
Retirement
Support more customers to provide for their retirement with accumulation and drawdown solutions. Give your customers control of their retirement planning by obtaining advice when they want, where they want and with the help of an adviser if needed. Make the cost to deliver advice lower while increasing profitability and retaining more customers. ...
relevant regions
Auckland, New Zealand
Retirement/KiwiSaver Investment Solution
An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......
relevant regions
New York, NY, United States
Retirement Services for Financial Advisors
Why Partner with Paychex? All-in-One Solution Best-in-class Payroll Integration When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution. Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve......
relevant regions
Alpharetta, GA, United States
Risk Tolerance
What is risk tolerance? It’s a psychological aspect related to a person’s level of comfort in taking financial risk. It helps determine an investor’s willingness to lose some or all of an investment in exchange for greater potential returns. Investors generally differ in the amount of risk they feel comfortable taking. While......
relevant regions
Auckland, New Zealand
Robo Advice Solution
A powerful digital advice solution that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged......
relevant regions
Sister Bay, WI, United States
ROL Advisor
Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become life-centered planners, which simply means they put......
London, United Kingdom
Saffron CRM - Campaign Management - Document Management solutions
Saffron has taken a different approach to CRM data entry and via (client defined) workflow driven input, the solution can cut CRM administration by upwards of 50%, thus ensuring more time is spent on value add, client facing and sales related activities. The Saffron CRM will bring meeting notes to......
Windsor, CT, United States
Salentica
Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling,......
relevant regions
Windsor, CT, United States
Salentica Data Broker
With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients. Updates to the integrations required by......
relevant regions
Windsor, CT, United States
Salentica Elements
Designed specifically for the unique needs of RIAs, wealth managers, and asset managers. Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows. Leverage our deep domain knowledge to reduce operational risks, increase business......
relevant regions
Windsor, CT, United States
Salentica Engage
Salentica Engage is a highly configurable Client Relationship Management (CRM) platform created to meet the complete needs of advisors and wealth managers. With prebuilt real-time integrations to industry-leading custodians, portfolio management systems and more, advisors can improve the client service they provide while gaining a holistic view of their data. Salentica......
relevant regions
San Francisco, CA, United States
Sales Cloud
Grow accounts, find customers, and close deals faster. The path to success starts here Give reps the power of automation and artificial intelligence Make CRM data work harder for reps. Sales Cloud Einstein is artificial intelligence that learns what separates deals won from deals lost, and highlights top leads and next steps....
Bangkok, Thailand
Sales Enablement
What is it? Sales and relationship teams at wealth and asset managers, as well as professional service organisations, face significant sales friction with a lack of centralised, easily accessible information on products and solutions. Neither do they have an accessible content library that enables a story-telling approach to customer engagement. GoUpscale’s sales......
relevant regions
Cambridge, MA, United States
Sales Hub
HubSpot's sales tools save time at every stage of the funnel. Here’s how we’ll add time to your day ... Automate outreach without being impersonal Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Create and share email templates Turn repetitive emails into templates, measure their......
relevant regions
Braintree, MA, United States
SatuitCRM®
SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments....
relevant regions
Piscataway, NJ, United States
Scalable Fortuna
Analytics that create insight, impact and innovation for financial services Scalable Fortuna services is an advanced wealth management solutions accelerator and framework to help financial advisors acquire, retain, and serve wealth management clients better and faster. Our services delivers actionable insights and outcomes about asset performance management, asset strategy, and asset......
relevant regions
Walnut, CA, United States
ScheduleOnce
You are working with a new generation of tech-savvy clients. These clients expect a convenient way to get in touch, without the back-and-forth. In order to stay competitive, you must be using the right tools to connect with this generation. With online scheduling, you can allow your clients to book their......
relevant regions
Luxembourg, Luxembourg
Secuchat
White labeled solution A white labeled solution you can restyle with your brand colors and logo, and distribute under your name, while we take case of the maintenance and grunt work. You can even use our SDK to integrate our solution as part of your app. e-Signature Powerful features including e-signature to exchange......
relevant regions
Bath, United Kingdom
Secure Client Web Portal
As a secure, view-only online portal, our secure web is available wherever there is internet connectivity so clients are able to check on their investments at their convenience. The application resizes the display for use on mobiles, tablets and PCs and, by choosing to install the tile on the device,......
Basel, Switzerland
Secure Messenger
Unblu Secure Messenger helps banks to provide the WhatsApp texting experience whilst remaining compliant. Designed to meet the needs of a secure and compliant relationship manager (RM)/ client conversation and collaboration session, it can be easily integrated into mobile native or browser-based applications. Unblu Secure Messenger provides the same kind......
relevant regions
Melbourne, VIC, Australia
Secure Value Exchange
Centralised personal and business financials One solution for managing your clients’ personal and business affairs all in one place. Integrated wealth management for advisers Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs. Advise clients using real time data Automated feeds from banks, superannuation, property, share......
relevant regions
Oaks, PA, United States
SEI Wealth Platform
SEI Wealth Platform: The future is here Wealth management firms like yours face an array of ever-growing risks. Profitability pressure, increased competition, regulatory concerns, rapidly evolving technology and escalating demand for seamless, customer-driven experiences are driving industry change at a brisk pace. It’s a complex situation that requires a unified solution......
relevant regions
Alpharetta, GA, United States
Service Agreement
Eliminate friction and onboard your clients faster Never again ask your clients to print, sign, scan and return a document. Use our service agreement template as a starting point to create your own advisory agreements, letters of authorization, or any other advisory-related document for your clients to sign. The same user experience......
relevant regions
Cambridge, MA, United States
Service Hub
The hard truth about your customers In the last few years, we’ve seen a massive shift in the relationship between businesses and customers. Your customers have more control, more options, and higher expectations. Today, customers don’t tolerate scripts, queues, or robotic repetition. They demand conversational, contextual, human interactions. We all love and value......
relevant regions
Stockholm, Sweden
SharpFin for Financial and Pension Advisor
Sharpfin helps pension and insurance companies to improve efficiency in their client meetings with up to 75% per meeting compared to previous solutions. Our offering includes: a completely digital advisory process full electronic traceability a complete set of documentation automatically generated and branded in yourcorporate identity, and integration with electronic signatures via Scrive enabling you......
relevant regions
Milan, Italy
SideKYC®
SideKYC® analyses, in a secure way, the internal and external data of banking and insurance companies. It is able to profile customers and identify individual needs and objectives, mapping them to the product range. It is a tool that can accurately target relationship managers in selling through Next Best Actions and suggested......
relevant regions
Larkspur, CA, United States
Signals
Powerful and fully automated systems intelligence Harvest's Signals technology listens to your retail, wealth, and trust core systems and initiates corresponding, value-added actions to help you keep customers, drive new revenue, grow assets, and retain deposits. Timing is everything Your core systems are chock full of valuable, untapped data. Signals turns your abstract data changes......
relevant regions
Copenhagen, Denmark
SimCorp Coric Sales Enablement
SimCorp Coric's Sales Enablement solution alleviates the operational strain associated with the productionand updating of pitchbooks and client presentations. The module leverages the same consistent data set,tools, processes and workflow available within the SimCorp Coric platform to manage presentations and pitchbooks in one central place. Relieve pressure from overloaded marketing teams SimCorp......
Reading, United Kingdom
Sirius Portal
The key to secure role-based systems access The Sirius Secure Internet Shell is a secure web-based front end, onto which other applications can be built. It enables users to log into multiple applications using a single domain. Sirius is built to last No need for an internal IT team – our software developers......
relevant regions
Reading, United Kingdom
Sirius – Wealth Management Portal App
At Vega Solutions, we have many years’ experience developing secure web portals for our customers in the financial services industry. Our Sirius Wealth Management Portal App includes all the features your clients need to manage their day to day interactions with you. From viewing their asset values and trust documents to making......
relevant regions
San Francisco, CA, United States
Sitecore Experience Platform
A powerful content management system (CMS) is just the start. Sitecore Experience Platform (XP) also combines customer data, analytics, and marketing automation capabilities to nurture customers throughout their journey with personalized content in real-time, across any channel. Create unmatched customer experiences with Sitecore XP One platform to manage personalized content delivery across channels and......
relevant regions
Herndon, VA, United States
Skience Client Portal
Meet the demands of an increasingly tech-centric client base with this collaboration center for creating and discussing information about financial accounts....
Redmond, WA, United States
Skype for Business
The complete meetings solution with all the free features plus: Office apps – Word, Excel, PowerPoint, OneNote, and schedule meetings with Outlook. Instant message anytime. Meeting recording. Meetings with up to 250 people. Getting your team together is as easy as sharing a link With one click, anyone can join your online meeting, from any device.......
Redmond, WA, United States
Skype for Developers
Features Bots Bots let you interact with customers in a personal conversation in Skype – using chat, voice or video – for entertainment, support, or commerce. Skype Interviews API Enable Skype Interviews in your recruiting application. Create, customize and schedule interviews programmatically. Web control Connect with your customers like never before. Bring video call and chat to your......
Redmond, WA, United States
Skype Manager
Manage your company or group Add and remove members, configure automatic recharge and much more. Allocate Skype Credit or subscriptions Automatically add credit, subscriptions or Skype Numbers to your group members. Full visibility over your spending Take advantage of dashboard and reports to keep you calling costs and usage under control....
Scottsdale, AZ, United States
SL2
Empowering compliance BYOD across +100 countries For BYOD customers, SL2 separates personal and work activity on the same smartphone. We deploy a separate, second phone number via the SL2 app. These are called Mobile Business Numbers (MBN) on employee phones to segregate work and personal communication. Voice and text/sms communication can be......
relevant regions
London, United Kingdom
SmartCOMM
SmartCOMM helps enterprises deliver personalized, interactive communications via customers' preferred channels—and does so at tremendous scale. Designed for the business user, SmartCOMM helps to simplify and standardize processes leading to improved internal efficiency and increasing ROI. Increase customer satisfaction with communications that are highly-personal, on-brand and contextually relevant, delivered to the channels......
relevant regions
Freigericht, Germany
Smarter Financial Services
Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry. Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......
relevant regions
Boston, MA, United States
Smartleaf Experience Engine [E2]
Current and planned reports include: Taxes saved. Show how much you’ve saved clients in taxes through active tax management. Health checks. Show clients that you’re meeting the standards you set for managing their portfolio. Explained activity. Provide simple plain English explanations of your trades. We have reengineered the way portfolios are managed. With our......
relevant regions
Johns Creek, GA, United States
SmartOffice Enterprise Edition for Broker-Dealers
This solution is designed to address the very specific needs of independent agents and agencies. SmartOffice Enterprise provides the proven scalability, data security, and customization capabilities required by even the largest financial services organizations. Available in a flexible, fully hosted web environment or on your own server, SmartOffice Enterprise delivers......
Johns Creek, GA, United States
SmartOffice Premier Edition for Financial Advisors
SmartOffice Premier Edition is a financial advisor software solution designed to address the very specific needs of growing advisory firms. SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime - all while increasing the personal level of service that......
Austin, TX, United States
Snapshot
Make sure that you're on track to achieve your goals Interactive dashboard See a high-level, visual representation of where you are versus where you've planned to be. Account-by-account breakdown Easily find out which accounts are performing like rock stars - and which have hit rock-bottom. ...
San Mateo, CA, United States
Snowflake for financial services
It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all......
relevant regions
Stratford, CT, United States
SocialFinServ
Automation Your firm will realize efficiencies and save time with integrated content services, compliance and collaboration and workflow management software. We provide tools to manage all your social profiles, meet all compliance requirements, schedule, and automatically deliver effective social content. Authentic content Individualized content created by industry specialists and delivered on schedule, and......
relevant regions
Spotswood, VIC, Australia
Socialisd
Are you a financial adviser? Are you a financial planner looking to engage more with your clients? Don't you have the time or resources to create content yourself, but want to invest in quality content? Look no further, It's all done for you. Are you an accountant? Want to educate your clients about the range......
relevant regions
Dublin, Ireland
Solgari
The business communications solution for organisations with demanding, multi-channel needs. Voice Tier-1, crystal clear, call quality, regardless of channel. Video One-click, HD, video collaboration through the browser. SMS Fully integrated, compliant SMS. 2-way, automated & bulk. Chat Integrated, feature rich, compliant. 1-click to voice or video. Fax Efficient solution working to the needs of your business & industry. Social Media All messages captured......
San Francisco, CA, United States
Source
Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need. Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......
relevant regions
Geneva, Switzerland
SpeciCRS
SpeciCRS software has been edited to meet the AEOI (automatic exchange of information) requirements agreed between OECD members. It allows you to generate the Common reporting standard XML file. Thanks to its generic interface, you can plug this tool on any core banking or even on flat file (excel, csv, ...). SpeciCRS......
relevant regions
Geneva, Switzerland
SpeciMIS
The system is very intuitive and visual. KPI are calculated by the system. All data are stored by period in a dimensional database. Cubes can also be ran in the database. The software allows to compare periods and to see quickly the monthly evolution for each indicator Software challenge Aims to follow all the......
relevant regions
Geneva, Switzerland
SpeciVIM
A software designed for private banking SpeciVIM is a complete KYC solution designed for private banks. It aims to cover all business needs and provide you all functionalities to have a 360° view of your client by centralize all client data and interactions in one software. Create, manage, track and follow......
relevant regions
Singapore, Singapore
Sqreem Content Factory
Leveraging our A.I. driven insights and smart-media capabilities, Sqreem is in a very unique position to generate high quality content better, faster, and at a dramatically lower cost vs. traditional channels....
relevant regions
Singapore, Singapore
Sqreem Smart CRM
A platform that consolidates media-attribution, session logs, and audience validation data generated by Sqreem smart-media technology stack....
relevant regions
Halifax, United Kingdom
SSP Adviser
Whether you’re an independent advisory firm, part of a regional or national network, or a specialist in a certain field like mortgages, protection, healthcare or employee benefits, accessing the right products on the market and providing advice in a highly regulated environment to serve your clients profitably, is a common......
relevant regions
Toronto, ON, Canada
Stackup Risk
Matching mindsets We can help you accurately match your client’s risk tolerance mindset to their investments to ensure that your advice is suitable and they are happy throughout the boom bust cycle. 01. Measuring mindsets is difficult but crucial Your client's risk tolerance mindset is hidden deep in their psychology, but is the......
relevant regions
Bend, OR, United States
StockOpter.com for Advisors
StockOpter.com for Advisors is the best tool for… Attracting new clients and assets under management Identifying equity compensation risk and encouraging clients to diversify Creating branded equity compensation analysis deliverables Developing a framework for providing company stock and option guidance Timing employee stock option exercise /sell decisions Monitoring key decision criteria (e.g. vesting, expiration, risk/reward, concentration) Calculating......
relevant regions
Florida, United States
StradPro 2.0
The robust, yet easy-to-use portal positions advisors as a family CFO through a premium virtual client engagement platform. Positions you as the family CFO and collaborate with other financial professionals on your client's team, such as CPAs and other local professionals. StradPro delivers a highly personalized digital experience through a secure organizational......
relevant regions
Cupertino, CA, United States
SugarCRM
Sugar is a complete CRM product that collects critical information across sales, service and marketing. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use everyday. That's why more are ditching legacy systems and choosing Sugar to build better business relationships. Why Sugar Complete CRM......
relevant regions
Charlotte, NC, United States
Summitas Platform
Change the dynamics between you and your clients Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to......
relevant regions
Amsterdam, Netherlands
Surfly
Surfly is a universal co-browsing technology that helps leading organizations across many different industries to visually engage and collaborate online. Surfly's co-browsing technology is powerful but easy to use. Without requiring downloads or installation you can view the web-browser of a customer on any website or web application in real-time. We......
relevant regions
Vancouver, BC, Canada
SYMBIOSIS Client Intelligence
Why advisors lose trust 34% answered “failure to return calls promptly” 51% answered “failure to understand client goals and objectives” 72% answered “failure to communicate with clients” Be responsive. Focus on the right advice, for the right client at the right time. Act on “moments that matter” to grow relationships. Manage risk and enhance loyalty. SYMBIOSIS Identify......
Palo Alto, CA, United States
Symphony
Symphony combines conventional chat, voice, and video conferencing onto one platform. Conversations On Symphony, just click a button to start a message. Chat directly with one or many people inside and outside your company. Rooms Stay connected with other team members in an online workspace with persistent messaging, file exchange, live screen share and......
relevant regions
Whiteley, United Kingdom
Synaptic Client Care Desktop (CCD)
Developed over many years by working alongside the country's leading financial advisers, compliance consultants and support staff, our client management system is highly scalable and is used by many of the leading networks and national firms. The system offers comprehensive functionality designed to support the entire business process from the very......
relevant regions
Chicago, IL, United States
Synthesis DataHub
The quality of the investment data that goes into your marketing communications dictates the timeliness, accuracy, and quality of the final product. However, chasing down all the financial data and then reviewing it for accuracy can be the bane of a marketing person’s existence. Firms that have great investment data......
relevant regions
Seattle, WA, United States
Tableau CRM
Make the right decision every time Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow. Know exactly what to do next Use the action framework to take action on a record like collaborating in Chatter, updating records, and......
relevant regions
Seattle, WA, United States
Tamarac CRM
In a socially connected world, it has never been more important for advisors to deliver differentiated client experiences. Tamarac CRM helps advisors do just that. With a user interface that is simple and intuitive, actionable intelligence at your fingertips, and an easy connection to people, Tamarac CRM makes work personal......
relevant regions
Seattle, WA, United States
Tamarac Reporting
For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers. Customizable Dashboard Data is only useful if it’s easy......
relevant regions
London, United Kingdom
Tapico
What we offer Tapico creates technology to help you give your customers the experience you want them to have. Integration Our API enables you to define and target the data and actions that add value to you and your customers. Consent Management Our API makes it simple for your customers to control what data they......
relevant regions
Mumbai, India
TCS Conversa™
Challenge While artificial intelligence has the potential to transform customer experience and improve business operations, most enterprises are yet to leverage it optimally. Even though Chatbots are being used as basic FAQ engines they are unable to process complex queries, multilingual requirements, and culture-specific approaches. Companies need powerful, next-gen bots to......
relevant regions
Mumbai, India
TCS Wealth Advisory Solution
Challenge Financial advisors (FAs) at wealth management firms and private banks rely on research for devising investment strategies for high net worth individuals. With limited time at hand, FAs constantly struggle to analyze an exhaustive list of reports. While many wealth managers have deployed different types of financial advisory software to......
relevant regions
Bristol, United Kingdom
Technology
Portfolio builder At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios. User centred tools Designed with users in mind our technology delivers the tools for a great client service, at your fingertips. Our engaging design and straightforward navigation makes this simple for......
relevant regions
London, United Kingdom
The Abaka Platform
The Next Best Action Next Best Action is a proven AI-recommendation engine in production with global banks and insurers, constantly learning from our vast ecosystem of clients, customer data and financial products. It addresses the need for delivering personalized customer life journeys with beautiful omnichannel digital experiences. Data Ecosystem By combining user’s behavioral data,......
relevant regions
Port Alberni, BC, Canada
The Big Picture
The Big Picture is web-based software that helps financial advisors build trust with investors by evaluating their down-market preparedness. The software reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Would their portfolio have survived history’s worst conditions, such as......
Stockholm, Sweden
The Cint Platform
Define and discover research audiences in seconds Deliver surveys to respondents all over the world instantly Collect high-quality responses automatically at scale Our products Access by Cint Reach millions of panellists all over the world, assess your project’s costs and feasibility to make decisions instantly. Access Pro by Cint Take your project to the next level by......
relevant regions
London, United Kingdom
The Conversation Cloud™
Today’s customers are demanding more access, more choices and more control over the relationships they have with the companies they do business with. The Conversation Cloud was built to facilitate those conversations – to make them SMARTER – and to do it at enterprise scale. Its key capabilities – Collect,......
relevant regions
Burlington, MA, United States
The Conversation Hub
During the meeting Everything you need at your fingertips An easy to use meeting interface that maintains client focus No need to juggle different systems during the meeting All meeting information effortlessly captured and shared with existing systems Safeguard your clients Meeting preparation Easily design your visual meeting flow Choose from libraries of meetings templates Set customized agendas Personalize every......
Toronto, ON, Canada
The Horizn Platform
The platform extends across the full bank ecosystem Horizn’s employee, in-branch and customer direct platforms are specifically designed to support customer digital readiness across all channels. Horizn helps banks distribute product knowledge with employees, digital ambassadors, hip-to-hip with customers in-branch, in call centers, direct to customers online, and within marketing activities. Digital readiness across all......
relevant regions
Brussels, Belgium
The Profiler
Knowing your client paves the way for a long term relationship Improve conversion of your digital on-boarding processes Rejuvenate your investor base Easy. Quick. Smart. The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by......
relevant regions
London, United Kingdom
The Toqio Platform
One system that does absolutely everything you need it to do Craft your solution, administer it, add a-la-carte features, integrate with your CRM, build your own modules - and that’s just the beginning! Select from our trusted providers for core functions We’ve partnered with several fully compliant and licensed BaaS providers to offer......
relevant regions
Jersey City, NJ , United States
thinkpipes®
Expand your investment management toolkit Powerful trading tools, and access to key market data, thinkpipes gives you intuitive technology to trade the way you want....
Toronto, ON, Canada
Ticoon Sales
Increase sales with targeted marketing programs and multiple communication methods. 360 degree view of your client including all investment, life insurance and banking products. Engage your clients online through an integrated consumer portal called TicoonTouch. Position you as your clients primary source of financial information. Keep up with compliance. Communicate in a secure manner and to ensure that you......
relevant regions
Tewksbury, MA, United States
TimeTrade Scheduler
Connect prospects and customers – at the peak of their interest and via any channel – with the right team member. Scheduler increases revenue by creating personalized customer experiences and maximizes the efficiency of your team throughout the entire buyer journey The right customer connection at the right moment Connect, acquire and......
relevant regions
Sydney, NSW, Australia
TIQK Analytics
Visualise key indicators and trends from advice files Profile business activity, the advice provided, and client characteristics. Measure how well advice follows controls and agreed disclosures, and validate or flag advice that is disclosed well – or poorly. Explore Adviser profiles Deep dive into adviser compliance and risk indicators, client demographics, reviewed files,......
Marlton, NJ, United States
Tolerisk
Advanced financial risk tolerance assessment Unlike traditional risk tolerance assessment tools which focus primarily on the client's willingness to accept risk, Tolerisk measures the client’s willingness and their ability to take investment risk, by incorporating their cash-flows. All factors are combined into a simple, measurable, and actionable risk directive. Problems with typical risk......
relevant regions
Zug, Switzerland
Topaz Platform
A digital engagement layer for interaction across web & mobile, eliminating the need for multiple application-specific portals. Putting the client at the center Deployed by Topaz or within your own hosted or on-premise environment, the platform integrates with in-house data sources and systems, replacing or enhancing existing legacy and point solution investments. Topaz......
relevant regions
Toronto, ON, Canada
TouchPoints™
Start conversations in real time by sending or receiving TouchPoints™. Gather contextual data on clients’ financial and life events through a seamless mobile experience. Timeline Showcase and measure the value of advice that’s not shown on investment statements. Track events in real time to get a complete picture of your clients’ financial......
relevant regions
Brentwood, TN, United States
Touchstone Pathway
Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients'......
relevant regions
Tel Aviv, Israel
Tradency Robo-Advisory service
Build a robo-advisory complete solution based on your marketing strategy, assets lists and your brand identity. Tradency offers a robo advisory software development that includes unique modules and features for your company to stand out from the competitors. Integrated with your existing financial systems, our development services enable to provide your customers......
relevant regions
Worksop, United Kingdom
Trailblazer Tracking
The app enables on-the-go access to client information, the ability to record outputs from client meetings, telephone conversations can be noted in the contact area, and an auditable messaging service is available all of which will help to comply with the new requirements of MIFID ll. By providing client information or......
relevant regions
Paris, France
TRIVEO
Capturing customer loyalty in an increasingly digital world In today’s digital world, customer relationships have deteriorated due to lack of trust, poor customer knowledge and a need for transparency. Customers envision their preferred bank to provide relationship-driven proactive actionable insights as compared to standard transactional services. But with many banks focusing......
relevant regions
Berkeley, CA, United States
TrueProfile
TrueProfile is the state of the art compliance and client engagement platform used by financial advisors who want to put their clients first. TrueProfile allows you to see inside your client's decisions and determine the risk they are willing to take with their money and the portfolio options that fit......
relevant regions
Brussels, Belgium
Trusted Family Platform
One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making. Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations. ...
relevant regions
Fleet, United Kingdom
TrustQuay 5 Series
TrustQuay 5Series is the Trust, Fund and Corporate Services system developed by TrustQuay. Used by small to large organisations operating across sectors in over 30 jurisdictions, TrustQuay 5Series reduces costs through increased automation and improved operational efficiencies to reduce errors and costs associated with manual processing. When you choose 5Series you......
relevant regions
Fleet, United Kingdom
TrustQuay NavOne
TrustQuay NavOne is the unique trust, fund and corporate services system developed by TrustQuay and powered by Microsoft’s business software platform – Dynamics Business Central. Used by small to large organisations operating across sectors in over 30 jurisdictions, TrustQuay NavOne increases operational efficiencies and reduces administration costs. When you choose NavOne......
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Fleet, United Kingdom
TrustQuay Portal
Delivering a personalised digital experience across the client journey by allowing your clients to securely access their information anywhere, anytime, on any device TrustQuay Portal is our latest product that seamlessly connects clients with front-office and back-office processes alike bringing efficiency and service benefits across the board....
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Bristol, United Kingdom
Tumelo for Investment Platforms & Pension Providers
Our technology helps investment platforms & pension providers to: Grow your assets through consistent digital engagements Engage your customers with a proactive, digital experience. Maintain engagement over the long-term with easy, actionable steps for customers to influence positive change through stewardship. Improve brand loyalty to drive contributions & referrals Prove your commitment to sustainability......
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San Francisco, CA, United States
Twilio API for WhatsApp
Connect with your customers globally in their favorite messaging app across any mobile OS, device, and carrier. Reliably message your users anywhere in the world Know the instant a message reaches your users. Real-time delivery and read receipts give you critical message delivery insights. Communicate securely with end–to–end encryption WhatsApp messages are encrypted from......
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San Francisco, CA, United States
Twilio Flex
Flex delivers what you need to run an enterprise contact center out-of-the-box. Deploy and customize discrete components to match your exact business needs without deciding between build or buy. Customization without constraint Every aspect of the Flex platform is customizable, from call routing to the color of your agent’s desktop UI. Use ready-made......
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Luxembourg, Luxembourg
UBO 34
How it works Create relationship tree Draw an ownership diagram that reflects the ownership and relationship structure of a particular customer. The types of relationships supported by the platform are: ownership, professional (executive manager, board member etc.) and personal (wife, husband, cousin etc.). Perform due diligence Screenings and risk scoring performed automatically for beneficial......
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Holly Springs, NC , United States
UGRU
UGRU is the #1 CRM financial practice management suite and is the best CRM financial planning software. It is a full featured, integrated financial CRM with sales force automation including contact management, sales forecasting, and sales pipeline management. Marketing automation includes mass email, drip campaigns, campaign analytics, and workflow automation. The......
Meriden, CT, United States
UNAPEN
Since 1991, UNAPEN, Inc. has provided IT services, custom software solutions, systems integration and software products tailored for Investment Managers involved with Private Client, Institutional and Wrap/SMA business, as well as Non-Profit Organizations and Educational Institutions. UNAPEN is comprised of seasoned professionals whose expertise in the securities industry uniquely positions them......
Krumpendorf, Austria
UNiQUARE CRM
UNiQUARE CRM offers fully or partially automated processes that support the consultant with customer-specific and needs-based tips, offers and consultation techniques. This significantly increases the chances of success in acquiring new customers, maintaining customer loyalty and exploiting the customer potential. These no longer depend solely on the qualifications and experience......
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Singapore, Singapore
Up Adviser
Digital financial planning Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime. Clear and transparent advice Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice. Better client collaboration Share plans with ease and collaborate more effectively with......
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Luxembourg, Luxembourg
U-Safe
No more need for a time consuming and costly monolithic portal solutions nor for cumbersome technical migrations. The innovative U-Safe suite allows you to tie all your web applications together into one homogeneous portal, leaving your with a very agile solution and a short time to market. The built-in U-Safe Identity......
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Swansea, United Kingdom
vChat
vChat opens as a pop-up window when a customer clicks on the vChat icon on the website. Both the agent and the customer can engage in a one-on-one dialogue, as well as show, share and electronically sign documents within the session. This functionality enhances a standard web-chat facility and improves......
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London, United Kingdom
Velocity for Business
Velocity for Business is the enterprise arm of Velocity Black, the world’s leading digital concierge. Our customers include the LA Chargers, luxury automotive manufacturers, banks, luxury e-tailers and many more. Our service is available 24/7/365, with a guaranteed 1 minute response time. We employ the world’s leading experts across dining, travel,......
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Jersey City, NJ , United States
Veo®
A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......
Jersey City, NJ , United States
Veo One®
A flexible, open platform designed for maximum efficiency Veo is a powerful account management and trading platform, designed specifically for advisors—based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access, Veo gives you the flexibility and control to run your......
Jersey City, NJ , United States
Veo Open Access®
Choice and flexibility are the backbone of our technology ecosystem. The Veo platform's industry-leading integration capabilities are an extension of this belief. Our open approach enables you to determine the applications that will best suit your needs, and also can help you gain more from your existing technology solutions. We continually......
New York, NY, United States
Vestorly Content Engine
Vestorly is a powerful content engine that integrates seamlessly with existing marketing automation platforms that serve the global financial services industry. It uses artificial intelligence and proprietary data to distribute compliant digital media on a personalized scale impossible to replicate at the human level. It reduces overhead, uncovers opportunities, and......
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London, United Kingdom
Vestrata Advisor Portal
Client engagement is at the core of client satisfaction and retention. Vestrata’s Advisor Portal equips your Client Advisors to proactively engage with clients and provide investment ideas and solutions that are relevant to the individual client’s investment risk profile. Our Investment Products and Solutions Portal provides management an enterprise-wide view of......
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Hong Kong, Hong Kong
ViewPoint Platform
ViewPoint is a fully integrated solution consisting of multiple modules. Representing the core business areas of our clients, the individual modules can be introduced as a complete suite or on a module-by-module basis. Entity administrator Unlimited jurisdictions and related entity types. Preconfigured statutory forms for 20+ countries. Automated event based document generation. Hundreds of customisable......
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Geneva, Switzerland
VimCO
Vimco has been designed to help private banking and wealth management deliver best-in-class onboarding experience. As a customer-centric application, Vimco provides an automated smooth and fast onboarding process to the client while allowing the Wealth Manager focusing more on adding value activities. Functions Automated selection and generation of required forms. Fully configurable......
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Wildwood, MO, United States
Visual Customer Engagement Platform
Recursive Labs’ visual engagement platform offers a suite of tools that enable business agents to remotely engage with a customer as though they are in the same room. By viewing and engaging with a customer’s screen, business agents can resolve customer needs, sell products or services, or guide a customer......
Ormond Beach, FL, United States
Visual Market Insights
Go beyond the predictable! Visual Market Insights bundles trending topics, attention-grabbing imagery, social media posts, a landing page and email communication into a comprehensive, automated marketing campaign -- every month. Engage prospects and clients consistently It's important to reel prospects and clients in and give them a great experience. But don't worry......
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Zurich, Switzerland
VOC Hub™
Customer experience & beyond … Create a customer data supply chain built on SandSIV’s VOC Hub™ big-data technologies. Capture, analyse, integrate and measure omni-channel feedback from multiple sources and act in real time on customer insights. Accessing limitless customer insights. Turn customer data in real-time into actionable insights – drive customer experience, increase profits, reduce customer......
Zurich, Switzerland
Voice biometric identification and verification
Banks are required to identify customers in most customer calls. Traditional knowledge-based identification and verification (asking security questions e.g. the account number, last transaction amount and other details) is not secure enough and annoys clients. Spitch natural language hybrid voice biometrics solution increases customer satisfaction and improves security at the......
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Zurich, Switzerland
Voice-driven IVR
The system recognizes call reasons precisely and steers customer calls to the right agents automatically. Agents receive pop-up messages containing the call reason before taking the call. As a result, processing time is reduced by an average of 20%. Customer satisfaction is improved because an agent does not have to......
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Zurich, Switzerland
Voice-driven mobile banking
We offer comprehensive voice-driven mobile banking solutions for retail and corporate banking in collaboration with our partners. Hands-free banking with the possibility to seamlessly switch among devices and continue your transactions – this is Spitch's definition of opti-channel / omni-channel banking. This use case is relevant both to compliance with......
Birmingham, United Kingdom
VOLe
Our digital client portal is a unique way for you to reinforce your relationship with your client and provide them with access and control they require. Branded to match your corporate image, every time your clients log on they are reminded of the quality of the services you provide. VOLe......
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Austin, TX, United States
VoyantGo
Give as much or as little guidance as you see fit Consumer-driven platform Invite your clients from AdviserGo and have them entering data in minutes. The same intuitive interface as AdviserGo makes the advice process as straightforward and streamlined as possible. Choose your advice method Use VoyantGo for fact finding and do the planning......
Swansea, United Kingdom
vScreen
vScreen allows telephony agents and customers to connect via a secure screen-sharing session, accessible on any PC, tablet or mobile. A simple password allows the customer to join a secure vScreen session. Once connected, vScreen facilitates a one-to-one communication allowing agents to show product and compliance information, request electronic signatures......
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Swansea, United Kingdom
vVid
vVid allows customers and agents to connect using any browser on their PC, tablet or mobile device. Using a password, customers join a secure vVid session, which allows agent and customer to see and speak with each other, as well display product and compliance information and collect electronic signatures. Because vVid......
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New York, NY, United States
Vymo for Salesforce
Your salespeople simply don’t have the time to update Salesforce. And without reliable sales data, you don’t have the sales insights that can help you sell. Thankfully, you don’t have to shoot in the dark anymore. You have Vymo for Salesforce. With Vymo for Salesforce you can, Automatically collect rich contextual sales data Correlate......
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New York, NY, United States
Vymo Relationship Management System
Empower your field sales with intelligent relationship management solutions Vymo’s relationship management system allows you to manage your sales activities, be it meetings, customer calls or any other sales activity. An intelligent relationship management solution turns sales reps into super reps Real-time activity allocation Allocate activities to agents that are in proximity to the......
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London, United Kingdom
WDX Engage
By automating routine sales and marketing tasks you will have more time to focus on executing next best recommendations that will convert prospects into clients, in the shortest possible timescale. And by customising client journeys, personalising individual communications and interacting with prospects via their channels of choice, every interaction with......
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London, United Kingdom
WDX Manage
By automating routine client service tasks and re-using data throughout the client lifecycle, client requests are handled quickly and efficiently avoiding duplication, excessive paperwork and unnecessary delays. Relationship managers use time previously spent on administration to focus on delivering consistent, high quality service and making every client interaction timely, appealing......
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Auckland, New Zealand
Wealth Advisor Solution
An intelligent investment and customer management solution that fosters and strengthens the client-advisor relationship through digital engagement tools. Create a truly engaging and immersive online experience that enables you to develop more meaningful customer relationships through intuitive digital tools....
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Singapore, Singapore
Wealth and Advisory App
Wealth management & investment advice for RMs The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers. Target audience Client-facing interactions of relationship managers, advisors, agents for wealth and asset management Key features Goal-based investment and risk......
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Providence, RI, United States
Wealthbox CRM
Features for the Modern Financial Advisor Wealthbox keeps you connected with clients, prospects, and staff - with ease Contact Management Task Management Account Administration Activity Streams Automated Workflows Advanced Security Calendar Events Opportunity Tracking System Reporting File Storage Portfolio Integrations Desktop & Mobile App Simplicity that Scales Grow your advisory business with Wealthbox CRM. Financial Advisors CRM for teams and solo advisors to manage client relationships Enterprise Firms Enterprise......
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Toronto, ON, Canada
WealthCloud
Today, successful wealth managers are differentiating themselves not by price, products, or basic customer service, but through tailored customer experiences. With our fully integrated wealth management marketing cloud, it’s never been easier for advisors to manage client communications and deliver personalized advice that earns lasting loyalty. Websites Veriday’s DA/WealthCloud® website builder makes......
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Belrose, NSW, Australia
Wealthdigital
Keeping up-to-date can be difficult and time consuming. Knowing where to go for reliable answers when you need them is critical. wealthdigital (powered by Desk Caddie) provides a quick and easy solution for businesses of all sizes. And its unique goals-based strategy planning tool has the power to strengthen client relationships......
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San Jose, CA, United States
WealthKit
At WealthKit™, we are digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently under-served. The application uses big data and AI to provide structure and insights to the individuals and a near zero cost on-boarding and customer management......
Vancouver, BC, Canada
Wealth Manager CRM for Financial Services
Maximizer Wealth Manager CRM was built specifically to help financial advisors, insurance agents, mortgage and securities brokers and other financial services planners manage clients and build their book of business, while adhering to increasingly complex industry regulations....
New York, NY, United States
Wealthmetrx
Intuitive reporting Gain access to a variety of easy to digest, illustrative reporting dashboards Holistic approach Firms and their clients benefit when they better understand all of the pieces that make up a financial landscape Unique perspective Tap into the power of collective data via our benchmarking tool that anonymously compares your clients data against......
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Munich, Germany
Wealthpilot
Your customers will love it ... and in return you'll increase your assets under management. Up to 50% increase in AuM Up to 70% increase in your productivity as an advisor New customer aquisition and increased customer loyality Increase assets under management from existing clients Financial advisory is communication. With wealthpilot you enter into a more intensive......
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Oakland Gardens, NY, United States
Wealth Plus
Welcome independent RIAs. We have a straightforward goal: We’ll give you back an hour a day of your working time so that you can reinvest in growing your business. To achieve this goal, we have leveraged our in-depth knowledge of your space and built our business around the business of independent RIAs.......
Chicago, IL, United States
Wealthsite Reporting
Performance reporting Daily TWR precision / end-of-day vs. beginning-of-day flow assumptions In many portfolio accounting systems, all flows are considered to occur at beginning-of-day which can result in performance errors, especially with mutual funds. For example, if an advisor receives a $10 dividend on a $100 mutual fund holding but happens to......
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Powhatan, VA, United States
Wealth Studios
Income Studio A holistic view into clients’ yearly income sources, including all interest and dividends from held away assets. Educate clients on how their expenses can be funded and if a surplus or deficit is likely to exist at the end of a 12-month period. Lifestyle Studio This interactive experience allows clients to co-design......
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Austin, TX, United States
WealthVoice
Advise all of your clients at once Broadcast to Alexa whenever you want. Your voice when clients ask. On smart speakers & mobile. Communicate quickly with less effort. The benefits of podcasting without the time commitment. Impress leads and clients with better tech. Dazzle with the hottest technology: smart speakers and voice assistants. Highlight your team and......
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St Helier, Jersey
WealthXcel Connect
Bringing it all together. What is Connect? WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs. Shaped around you. Modular apps for wealth management. Pick and choose 'Connect' modules to......
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State College, PA, United States
Website Engine
Showcase your expertise with customizable content Select from 500+ unique articles in the content library, or upload your own original pieces. Completely customizable Easily target your niche or local area for an SEO boost All content is handcrafted in-house Personalize and customize Our intuitive platform gives you the tools to autonomously manage your website like a pro. Easily adjust......
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Geneva, Switzerland
Geneva, Switzerland
Wecan Token
Vision - A Suite of blockchain Products Thanks to secure channels, our clients can develop their business through a very exclusive messaging system only accessible with cooptation. The end clients will have a premium network of companies like private banks, palace, private clinics, luxury goods, External Asset Manager, trustees, etc. More than......
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Menlo Park, CA, United States
Whatsapp Business App
Be seen Business profile: Create a business profile with helpful information for your customers like your address, business description, email address, and website. Message more, work less Quick Replies: Quick Replies let you save and reuse messages you frequently send so you can easily answer common questions in no time. Stay organised Labels: Organize your......
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Sydney, NSW, Australia
Wholesale Investor Platform
Through the Wholesale Investor platform and exclusive events, we provide greater visibility for innovation to our extensive global network of 17,700+ investors and via our world-leading partners. Our aim is to empower investors, innovators and entrepreneurs by allowing them to come together, discover, explore, research and share our passion for investment......
Middlesbrough, United Kingdom
witsIFA
Built by IFA’s witsIFA is a cloud based software solution helping you to improve business efficiency, increase profit and comply with regulatory requirements such as G.A.B.R.I.E.L. Designed and developed by IFA’s we have created a platform that is simple to use, covers all your core needs and is accessible on-demand from any......
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Alpharetta, GA, United States
Workflow Automation
Simplify your work by reducing administrative tasks Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients. One click exports to your CRM and financial planning tool We invest heavily in integrations that allow......
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Payneham, SA, Australia
worksorted
Worksorted is an intuitive, easy to use CRM, workflow and revenue system made for financial advisers. It incorporates document management, Fee Disclosure Statements (FDS) and Opt In. CRM Learn how our custom made CRM tailored to financial advisers can create more efficient and productive practices for your practice with flexible task management,......
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Sydney, NSW, Australia
Xeppo
Transform the way you share, access, view and analyse data Purpose built for financial services, Xeppo is a financial advisory technology tool that’s been cleverly designed to capture, organise and secure your firm’s client data in one central portal. It saves you time and gives you an unparalleled view of your......
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Adelaide, SA, Australia
Xeppo
Features to help you know, run and grow your business Know Gain a deeper understanding of each client by seeing their full financial picture Run Streamline business processes with powerful CRM functionality Grow Identify and fulfil business leads and opportunities for growth Organises data The Xeppo system has auto-matching and auto-grouping capabilities, meaning the system will look to automatically......
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Dallas, TX, United States
XLR8
XLR8 is a highly customized configuration of the Salesforce CRM. It’s an easy-to-use system for financial services such as: financial advisory, wealth management, personal insurance, commercial insurance, and corporate plans, etc. Since it is cloud-based, every firm, regardless of size, can aggressively compete and provide top-shelf service to their clients......
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Rockville Centre, NY, United States
Xtiva
Features include: Flexible, strategically aligned, incentive compensation plans We understand our clients all have different organizations, goals, and priorities – that’s why our strategic Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives. Better insight, better actions, better results Our innovative Sales Performance Management platform provides you with......
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Chicago, IL, United States
YCharts
The power of an institutional level platform. More than 50,000 stocks, ETFs, and mutual funds. 4,000+ financial metrics. Up to 30 years of history. The ease of a modern web application. No terminals. No installation. No crazy formulas and clunky interfaces. Effortlessly build charts, screens, and data series in seconds....
New York, NY, United States
Yext Financial Services & Insurance Cloud
Guided Search Deliver a guided AI search experience on your website to match people with the right product, service, or financial professional. Reputation Management for Branches & Professionals Reviews are the new referral – monitor, respond to, and generate reviews to win more business. Branch Marketing Connect your physical and digital storefront to capture consumers......
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Bedford, United Kingdom
YouCanBook.me
We've been solving scheduling problems since 2008, with our first app, WhenIsGood. YouCanBook.me launched in 2011 and is self-funded, profitable, and privately owned. We pride ourselves on being product-led and customer focussed. Our product is optimized for teams, and we love working with them — large and small. We're good at what we......
Westlake, OH, United States
Yourefolio
Modules and tools for all your needs Whatever your business needs, Yourefolio provides options to help with simple yet effective tools, modules and intangibles that provide distinct benefits for your practice. Engage clients and prospects by “stress testing” their estate plan The first of its kind “stress test” provides prospects and clients with an understanding......
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New York, NY, United States
YourStake For Advisors
Ignite conversations with our behavioral questionnaire Let your prospects and clients tell you what they believe, based off of our expertly-crafted behavioral questionnaire. Guide them to prioritize what they truly hold as values. Personalize reporting to client values Demonstrate the social + environmental impact of what your clients care about, and skip what......
San Francisco, CA, United States
ZenDesk Suite
Whether you’re a growing company in the world of banking, insurance, wealth management, or investments, delivering seamless support at scale can be a challenge. With Zendesk, all of your client data is in one place—which allows your team to give advice and answer questions faster. And with the highest standard......
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San Jose, CA, United States
Zoom for Financial Services
Zoom’s cloud-based video communications solution is easy to deploy, manage, and scale. Now financial institutions can bring together global teams and offer high-touch customer service with high-quality, reliable, and easy-to-use video communications. Zoom solutions for financial services Boost productivity: drastically reduce travel costs with virtual meetings, recruiting, and compliance training Maximize your resources: utilize......
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Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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