Wealth Management

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial...

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that...

With more than 25 years of experience working with independent investment advisors and more than $2 trillion in client assets,...

Securities America touts on its website that its mission is to foster the independence and success of its advisors by...

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management...

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share...

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit...

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

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...