Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 23

Partnership: 0

Advyzon

Billing, CRM, Document Management, Document Management

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

Integrations: 12

Partnership: 0

Asset-Map

College Planning, Financial Planning, Retirement Planning

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 12

Partnership: 0

Advizr | Orion Advisors Services

Financial Planning

Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client...