Portfolio Management

Portfolio Management


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.

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.

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.

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. 

RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction ratings*. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so advisors can spend less time on creating plans and more time with their clients. 

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 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.