Analytics

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online

With an eye toward the future, we’re here to help client firms adapt and thrive in an ever-evolving market. We...

Gravity Investments is an Institutional RoboAdvisory company that works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative...

We team with banks and other financial services firms to bring a superior digital investing experience to life for their...

55ip is an investment strategy engine that provides partner firms (financial advisors and wealth managers) the capabilities to build intelligent,...

Behavior Risk Index™ indicates how likely the client is susceptible to irrational behavior in the context of capital markets. In...

Act Analytics is a service provider using a technology-driven approach to bring sustainable business practices to the forefront of modern...

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established...

Advisor View provides actionable insights into your client portfolios. Each team member can define a custom reporting dashboard and view...