Wealth Management

Voya Financial, Inc. is a retirement, investment and insurance company, which engages in serving financial needs. It operates through the...

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

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor...

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

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

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide...

Proven in over 6,000 organizations, Worldox is a comprehensive, sensible document management solution and the easiest and fastest way to...

Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...

Chicago-based YCharts is an online financial data research company that helps users track the markets without the use of terminals...