BasisCode Compliance offers the industry's broadest set of integrated compliance software to improve compliance management for asset managers, broker dealers,...

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

Bridge Portfolio

Account Aggregation, Billing, Compliance, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

Integrations: 1

Partnership: 0

ComplaintsPro

Security, Technology

Complaints Pro is a cloud-based customer issue / quality assurance software that helps you handle every issue in a timely...

Integrations: 1

Partnership: 0

ComplianceHero

Compliance

ComplianceHero builds compliance automation tools to help you manage your ongoing compliance program.

Integrations: 2

Partnership: 0

Conga

Document Management, Document Management, Security, Technology

Conga is the leader in end-to-end Digital Document Transformation. From collaboration and creation, through contract management and negotiation, to agreement...

Integrations: 3

Partnership: 0

Fiserv

Account Aggregation, Analytics, Core Banking, Cybersecurity, Data&Analytics, Lending, Online Banking, Risk Profiling, TAMP, Taxes Solutions / Bills / Invoices

Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Integrations: 1

Partnership: 0

Advisor Websites

Compliance, Content Management, Content Management

Advisor Websites is a global software leader providing website and digital marketing solutions for the financial services and insurance industries....

Integrations: 3

Partnership: 0

Docupace

Cybersecurity, Document Management, Document Management, Investment Research

Docupace aims to simplify operations in the highly regulated business of wealth management, which is bound to red tape burden,...