Wealth Management

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years...

ABO Technologies is an efficient outsourced platform to run your advisory practice. It offers flexible fee billing and portfolio trading...

Advisor Controls houses a suite of technologies and resources built to improve the planning outcomes for clients while improving the...

Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers and financial software experts offering...

Envestnet’s digital advice program is a highly configurable digital investment solution that brings together the simplicity of a robo-offering with...

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

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

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

AdvisorStream is an industry-leading automated marketing platform that drives client engagement and builds business. The automated marketing platform for financial...

The AdvisorTouch platform integrates ready-to-use scalable workflows, best practices, and recommended technology solutions to help your firm achieve growth and...