Client Engagement

Client Engagement


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.

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.


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.

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.

Wealth Management

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


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.

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. 


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. 


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. 

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.