Client Engagement

Matson Money

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. We provide breakthrough education, tools, and coaching that can help families transform their financial futures.

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Zocks

Zocks Client AI is a privacy-first platform built specifically for Financial Services. Zocks assists with client meeting prep, note taking during virtual and in-person meetings, automates follow ups, and drafts personalized emails - without the need to record conversations.

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TIFIN AG

TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops. Unify data through integrations with leading CRM and WealthTech providers. Organize and enrich your data against 3rd party data providers of demographic, financial, and relational datasets.

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PlanTech Hub

Based in Richmond, VA, PlanTechHub is committed to the global democratization of human-led financial advice, offering innovative financial planning tools centered on our revolutionary scenario-based modeling.

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Asset Map

Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional financial software tools, Asset-Map provides a holistic view of a household's financial picture that empowers humans to easily comprehend, discuss, and make smarter financial decisions now and in the future.

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FMG Suite

FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.

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TIFIN Give

TIFIN Give has reimagined the modern philanthropic experience. Our AI-powered turnkey platform empowers wealth enterprises to provide every family a modern, personalized, and community-based approach to philanthropy.

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TIFIN Wealth

TIFIN Wealth helps wealth management firms bring more individuals into the world of advice through data collection and algorithmic intelligence. We leverage Precision AI to fuel organic growth of firms.

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Wealth Management GPT.com

Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence.

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Obsucra Pictures

Obscura Pictures is a film and video production company based in New York City. We are dedicated to creativity, quality and the dogged pursuit of our goal: to tell stories well. We work with clients and agencies from development through post-production to execute and maximize video creative -- on budget and on time.

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Blueleaf

Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients.

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Snappy Kraken

Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.

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Hexure

Hexure (formerly Insurance Technologies) provides digital sales solutions to the life and annuity industry. Carriers and distributors use our solutions to create and enable a seamless sales experience for their advisors and consumers.

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SS&C

An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations.

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Orion Advisor Tech

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.

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