CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location. Using multiple aggregators Circleblack combines feeds from custodians, direct holdings and clients held-away accounts (through a client facing app and portal). CircleBlack provides the advisor the ability to generate daily performance reports, basic billing, access to clients’ 401k investment choices (not just their holdings), rebalancing (pushing out to trading), a model marketplace and much more! CircleBlack integrates with any other platform you might need such as CRM, Financial Planning and Risk Analytics. CircleBlack is committed to providing innovative technology solutions that make a difference to your practice.
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party solutions that, in combination with Schwab Advisor Services’ proprietary tools, help streamline workflows so advisors can focus on serving clients.
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
RightCapital's innovative financial planning solution allows financial advisors to:
• Differentiate their value for more clients.
• Create a simple plan in as little as 10 minutes.
• Empower themselves to evolve with planning needs.
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
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