The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 3

Partnership: 0

Folio Institutional

Broker-Dealer Platforms, Custodial Platforms, Custodian, Portfolio Management, Tax Planning, Trading

Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement...

Integrations: 7

Partnership: 0

iRebal | TD Ameritrade

Rebalancing, Tax Planning, Trading

iRebal®, the intelligent rebalancer, is a customizable, rule-based program designed to reduce the legwork in complex investment management and rebalancing...

Integrations: 13

Partnership: 4

LifeYield, LLC

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 3

Partnership: 0

MoneyGuidePro | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 1

Partnership: 0

Morningstar TRX

Analytics, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.

Integrations: 2

Partnership: 0

SmartAsset

Analytics, Financial Planning, Retirement Planning, Tax Planning

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one...

Integrations: 0

Partnership: 0

Vise AI

Investment Research, Portfolio Management, Tax Planning

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle...

Integrations: 1

Partnership: 0

Voyant

College Planning, Financial Planning, Retirement Planning, Tax Planning

Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile...

Integrations: 0

Partnership: 0

WealthcareGDX

Financial Planning, Portfolio Management, Rebalancing, Tax Planning, Trading

Wealthcare reimagined the entire advisory experience from the investor’s point of view. The result is GDX360™ —the first goals-driven experience...