Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular...

Integrations: 2

Partnership: 0

Gravity Investments

Analytics, Automation, Investment Research, Proposal Generation, Risk Profiling, TAMP

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

Integrations: 0

Partnership: 0

Hanlon Advisory Software

Account Aggregation, Billing, CRM, Financial Planning, Investment Research, Portfolio Reporting, Proposal Generation, Rebalancing, TAMP, Trading

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

Integrations: 1

Partnership: 0

55ip

Analytics, Proposal Generation, Tax Planning, Trading

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

Integrations: 0

Partnership: 0

Advisor Proposal Generator | AdvisoryWorld

Proposal Generation

AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset...

Integrations: 1

Partnership: 0

BondWave

Analytics, Investment Research, Portfolio Reporting, Proposal Generation, Trading

BondWave is a trusted partner to some of the biggest names in the financial industry. And we’re affiliated with First...

Integrations: 0

Partnership: 0

Adhesion

Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing, Time Management, Trading

Adhesion Wealth is dedicated to delivering a next-generation operating model for advisors engaged in wealth management. Adhesion Wealth helps wealth...

Integrations: 2

Partnership: 0

AdvisoryWorld

Analytics, Financial Planning, Portfolio Management, Proposal Generation

AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Integrations: 25

Partnership: 0

HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...