Advisor Xi is a portfolio and client management platform built specifically for independent RIAs. Uniquely integrates leading portfolio management, performance...

Integrations: 0

Partnership: 0

APX (Advent Portfolio Exchange®) | SS&C

Compliance, Portfolio Management, Portfolio Reporting

For over 800 asset managers, wealth managers, and family offices around the world, the game-changing solution is Advent Portfolio Exchange®...

Integrations: 0

Partnership: 0

Arbor Portfolio Manager

Portfolio Management

Arbor Portfolio Manager (APM) is portfolio, asset, and fund management software that provides buy-side institutions with detailed trade and position...

Integrations: 1

Partnership: 0

Archer

Portfolio Management, Portfolio Reporting, Trading

Archer is a technology and services innovator for the investment management industry including institutional, private wealth and retail managers. Archer...

Integrations: 1

Partnership: 0

ASI Advisor Software

Portfolio Management, Rebalancing

Advisor Software's mission is to advance the science of wealth management so financial advisors can focus on the art of...

Integrations: 1

Partnership: 0

AssetMark

Portfolio Management, Retirement Planning

AssetMark Financial Holdings, Inc. is a leading provider of extensive wealth management and technology solutions that power independent financial advisers...

Integrations: 1

Partnership: 0

BOSS

Analytics, Portfolio Management, Portfolio Reporting, Security

BOSS has a 20 year history of providing back office solutions for independent advisors. Founded by a former financial advisor,...

Integrations: 1

Partnership: 0

Brinker Capital

Portfolio Management

Brinker Capital is a privately-held investment management firm empowering financial advisors to help their clients achieve better outcomes. From wealth...

Integrations: 2

Partnership: 0

BNY Mellon

Broker-Dealer Platforms, Commercial Banking, Core Banking, Financial Planning, Investment Research, Portfolio Management, Private Banking

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the...