Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
Broadridge Data Aggregation and Financial Reporting solution enables getting performance reports, track and audit representative activity, seamlessly flow data to third party applications and beat competitors to key insights.
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
FMeX offers a content library built exclusively for the financial services industry with a goal of helping financial professionals provide personalized communications in order to enhance client relationships and increase sales.
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
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.
Panoramix™ is a comprehensive, full featured and flexible billing & performance system customizable for advisors’ processes, with multiple methodologies, and white labeled for advisor branding with our client portal.
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.
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
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.
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
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.
Open to forming a new partnership? Contact firstname.lastname@example.org and we’ll help you facilitate integrations that will grow your business.
Get instant integration assistance
It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.
Thank you for the quote!
We will get back to you within 24 hours.