Wealth Management

Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and...

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the...

Finicity enables a financial data-sharing ecosystem that is secure, inclusive and innovative. Through its real-time financial data aggregation and insights...

FinMason is one of the world’s largest and most scalable investment analytics as a service platforms. It calculates more than...

With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable...

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

Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

Grendel's modules include exhaustive client information management, compliance management, wealth management, account aggregation, email and file archive, client portal, practice...

Harvest was conceived with a goal of helping banks prepare for, and implement, digital technology solutions. White labeled and enterprise...