Analytics & Reporting

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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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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Holistico

Holistico is an all-in-one investment research platform that empowers individual investors and financial advisors to build, analyze, and optimize portfolios with confidence.

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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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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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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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Sycamore

Sycamore Company is a modern back-office technology solution for broker-dealers and RIAs. Sycamore Company is revolutionizing and transforming broker dealer and RIA back-office software with a modern, fully integrated solution that's built on the Salesforce platform.

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First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

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FIS Global

FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients.

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SS&C - Black Diamond

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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Altigo

Altigo is the leading open network alts subscription technology built to enable secure electronic alternative investment transactions between asset managers, wealth advisors, custodians and transfer agents.

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