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Turn-Key Asset Management Platform (TAMP)
Charlotte, NC: "Today’s markets continue to grow in complexity—and investors continue to expect greater customization with lower fees—so it’s no wonder more RIAs are considering outsourcing investment and practice management. Adhesion Wealth’s advanced, all-inclusive advisor solution was built specifically to meet these modern challenges head-on."
Debunking Myths About Outsourced Investment Management (adhesionwealth.com)
Chicago, IL: "Where disciplined investment management intersects with an intuitive user experience and personalized service model."
Scottsdale, AZ: "Maybe you really can have it all. Imagine a wealth management platform with no limits. Where you can do all the things that add value and build trust. Seamlessly and effortlessly."
Business Intelligence for Financial Advisors | Amplify (amplifyplatform.com)
Concord, CA: "We empower independent advisors. As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves." (Adhesion and Morningstar TAMP)
Carlsbad, CA: "Our platform is built for the experienced advisor looking to improve its current ria platform or as an operational solution for a high caliber professional thinking of going independent"
TAMP Services | Axxcess Platform
Axxcess Platform: About | LinkedIn
Wheaton, IL: "A powerful, TAMP+ designed to support every aspect of your practice. Brookstone is a Turnkey Asset Management Platform that helps independent financial advisors grow by providing the right tools and resources, along with a dedicated team of professionals to better serve your practice."
St. Louis, MO: "We are more than an average TAMP. We are a full-service outsourcing partner, dedicated to helping advisors grow their firm so they can provide a white-glove wealth experience for their clients. No matter where you are in your business journey, Buckingham’s service model is designed to help you and your firm achieve long-term success."
Phoenix, AZ: "We provide the people, resources and technology wealth advisors need to provide exceptional client experiences. Dynamic delivers myVirtualPractice™, a cloud-based, customizable and complete business solution for your practice. Our core services: front, middle and back-office support, integrated platform, compliance and investment management services."
Berwyn, PA: "We help RIAs streamline and automate the wealth management process with one of the most comprehensive platforms in the industry, so you can spend more time building client relationships and positioning your business for success."
Woburn, MA: "FIQ TAMP+ the is first true digital TAMP, integrating our end-to-end wealth management platform with advanced portfolio management technology. FIQ TAMP+ provides the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale for profitable organic growth."
The Fintech TAMP You Need to Scale for Organic Growth | FusionIQ
Chicago, IL: " BUILT FOR RIAs. Advisor Driven, Tech Enabled TAMP. GeoWealth is a modern financial technology and Turnkey Asset Management Platform (TAMP) built specifically for RIAs."
24 Things to Know About Your TAMP – GeoWealth
GeoWealth 7 Keys to Partnering with the Right TAMP.pdf
Should You Outsource Your Investment Management? – GeoWealth
Wimbledon, England UK: "intelliflo managed: outsourced solutions designed for you "As well as providing a leading advisor technology solution, we offer a customized and configurable suite of fully outsourced services to help you meet your goals."
Omaha, NE: "Orion Portfolio Solutions enables you to deliver an exceptional client experience by seamlessly integrating intuitive technology, flexible investment options, and hands-on support in one cohesive, open architecture solution."
Boston, MA: "Smartleaf Asset Management (SAM) makes portfolio personalization and tax optimization simple. You retain control of your firm’s asset allocation and product choice recommendations. We act as a sub-advisor, managing your portfolios..."
West Palm Beach, FL: " A leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry."
RIAs - SMArtX Advisory Solutions
SMArtX Advisory Solutions: About | LinkedIn
Minneapolis, MN: "Scale for Growth, Free Up Resources, and Dedicate Your Time to Engage with Your Clients and Prospects. Simplicity Solutions has the custom wealth solutions your firm needs to accelerate growth. Enjoy dedicated service, best-in-class technology, and a Unified Managed Accounts (UMA) platform."
New York, NY: "Zoe Wealth Platform. Discover the modern solution that enables RIAs to onboard and service clients at scale."
All-in-One Technology-Only Platforms
Chicago, IL: "Exceptional Technology. Unmatched Service.
Portfolio Management and Client Reporting | Billing | CRM | Growth Suite | Client Portal & Mobile App | Secure Document Management"
New York, NY: "Your complete wealth management platform. Run your firm on a modern, open technology stack"
Berwyn, PA: "Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. "
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Chicago, IL: "Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back-office services, rebalancing, and account aggregation tools, powered by our independent data and research."
Omaha, NE: "Our tech-enabled fiduciary process transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology driven experience. That process empowers advisors to attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success. "
Portfolio Management Systems
Mountain View, CA: "Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships."
Chicago, IL: "A comprehensive platform with multiple tools to help RIAs run and scale their firms"
Wilmington, DE: "AssetBook makes the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients. "
Pulse by AssetBook | Portfolio Management Software Integrations
San Francisco, CA: "The Black Diamond Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience."
Black Diamond Wealth Platform | Partners & Integrations (advent.com)
SS&C Advent (@SSCAdvent) / X (twitter.com)
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Blueleaf
price per household
Boston, MA: "A wealth management platform you will love. Traditional reporting, billing and invoicing, trading and rebalancing, practice management and high engagement client experiences."
Capitect
+145.20mo
Pasadena, CA: "Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients."
Capitect (@capitect) / Twitter
Circle Black
+500mo
Boston, MA: "Our modern all-in-one wealth management platform provides client-centric advisors with the complete suite of capabilities needed to elevate their client facing activities. "
Wimbledon, England UK: "intelliflo portfolio provides powerful and accessible portfolio management, easing your workload by eliminating manual processes and inefficient workflows."
Omaha, NE: "Orion offers a range of custom and turnkey reporting capabilities that help you set a new standard for accurate, comprehensive, and beautifully designed views of investment performance for both your clients and firm."
Risk Assessment Technology
Lexington, MA: "Award-winning Risk and Behavioral Finance Solution for Financial Advisors"
Risk Analytics Software: Should You Have One? (andesrisk.io)
DataPoints
+235mo
Marrietta, GA: "The Investor Profile gives you a roadmap for better conversations.
Uncover client personality, composure, preference and more with DataPoints."
Behavioral assessments based on The Millionaire Next Door (datapoints.com)
DataPoints: Overview | LinkedIn
Risk Center: "Leverage the Risk Number and 95% Historical Range across your firm to manage client expectations and objectively pinpoint how much risk clients want, have, and need to reach their goals."
Mitigate Risk and Protect Investments
Tolerisk
+159mo
Marlton, NJ: " Risk tolerance technology designed for fiduciaries, Tolerisk accelerates practice growth and reduces compliance risk by making the complex easy for advisors to explain and for clients to understand."
Stratifi
4795yr
San Fransisco, CA: "Enable Smarter Client Decisions by Assessing Risk Willingness and Capacity. The award-winning tool to educate high net worth investors who greed in and panic out of the market at the wrong times."
Financial Planning Technology
Asset-Map
+149mo
Philadelphia, PA: "Provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally. "
Radnor, PA: "Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm."
Instream (WealthCentral)
+149mo
McLean, VA: "inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management, and better client relationships. "
Powhatan, VA: "Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. "
Envestnet | MoneyGuide - Financial Planning Software (moneyguidepro.com)
Muncie, IN: "You need a financial planning solution that doesn’t further complicate the complicated. Moneytree delivers plans you can trust so that you can focus on what matters: building relationships with your clients."
West Hollywood, CA: "Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis."
Integrations | Partners | NaviPlan by InvestCloud (advicentsolutions.com)
RightCapital
+225mo
(Shelton, CT) A modern, comprehensive cash-flow and goals-based application with a client portal and optional data aggregation at an extremely competitive price.
7 Key Differences Between RightCapital and eMoney in 2024
Data Integrations Across Financial Advisor Tech Stack (rightcapital.com)
Estate Planning Technology
Encore Estate Plans
+99mo
Seattle, WA: "Partners only with you, the trusted advisor, and equips you to deliver the highest quality estate planning experience available."
How Advisors Implement and Grow Fee-for-Service with Estate Planning (encorestateplans.com)
EncorEstate Plans: Overview | LinkedIn
Provo, UT: "Estate planning just got easy. Smart, attorney-guided software built for advisors, attorneys, and institutions."
New York, NY: "Luminary unlocks new opportunities for advisors to add and demonstrate client value, strengthening relationships across generations."
Reimagine estate planning capabilities. Open new opportunities. | Luminary (withluminary.com)
San Diego, CA: "Estate planning made easy. Whether creating your estate plan or settling someone else’s, our easy-to-use products are designed to help you rest assured."
Estate Planning Solution for Financial Advisors | Trust & Will (trustandwill.com)
Salt Lake City, UT: " Vanilla is a complete estate planning solution for wealth advisors, financial planners, and estate strategists. Transform the estate planning experience for every client."
Estate Planning for Financial Advisors | Vanilla (justvanilla.com)
Phoenix, AZ: "Estate Planning Reimagined. A combination of best-in-class technology, AI and human expertise to elevate the wealth management industry."
Your eFolio
+149mo
Westlake, OH: "A simple yet effective platform for financial advisors who offer estate and legacy planning as part of their suite of services."
Yourefolio: Overview | LinkedIn
CRM
Sydney, NSW, Australia: "Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible."
Redtail
+39mo
Sacramento, CA: "Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts."
Salesforce
+300mo
San Francisco, CA: "Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud. "
Drive Productivity with Wealth Management Automation - Salesforce.com
Providence, RI: "Wealthbox is CRM you’ll actually enjoy. Powerful, beautiful, and easy to use. No training required."
Dallas, TX: "XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry. As a Salesforce Partner since 2010, we have harnessed the power of the Salesforce platform and view it through the lens of Financial Advisors, Wealth Managers, and Financial Planners."
Topeka, KS: "With SmartOffice True Practice Management , your office is wherever you are." (acquired from Ebix 2024)
Advisor Marketing Agencies
San Diego, CA: "Financial advisor marketing doesn't get any easier. Build your brand, stay in touch with clients and grow your business — all from one tool."
Ormond Beach, FL: "A complete digital marketing system for financial advisors who care about meaningful connections.
SERVE CLIENTS. EXPAND RELATIONSHIPS. GROW YOUR BUSINESS."
Omaha, NE: "Unlock Your Brand's Potential. We create brands and websites to help financial services companies leave an unforgettable mark."
Digital Marketing Services | Three Crowns Marketing
Three Crowns Copywriting and Marketing LLC: Posts | LinkedIn
RIA Custodial Platforms
Culver City, CA: "The only modern custodian built exclusively for RIAs. Run the practice you envisioned with the software and service you deserve."
Centennial, CO: Axos Advisor Services provides custodial services, technology platforms and resources for practice growth, including marketing and back office services.
Custodial and Financial Services for RIAs | Axos Advisor Services
New York, NY: "The RIA custodian helping power your growth. As your end-to-end custodian, our cutting-edge technology can help you scale your practice and deliver a high-quality, personalized client experience."
Jersey City, NJ: "At BNY Pershing, we understand the vital role financial advisors play in enhancing people's economic wellbeing. Our commitment is to streamline processes, replicate success, and serve with dedication to help people gain the flexibility they need to achieve their dreams."
Boston, MA: "Discover why Fidelity's industry-leading insights, innovative technology, and award-winning solutions have made us the custodial choice for independent registered investment advisors (RIAs) seeking long-term value."
Powering the growth of RIAs | Fidelity Institutional
Fidelity for Wealth Managers: Overview | LinkedIn
Boston, MA: " We’re committed to helping financial advisors enhance their value to clients and grow their businesses."
Choosing the Right Custodian for Your Firm - Fiduciary Trust (fiduciary-trust.com)
Fiduciary Trust Company: LinkedIn
Greenwich, CT: "Our turnkey custody solution helps advisors build a competitive advantage, manage their business with efficiency and serve clients at lower cost."
Registered Investment Advisors Interactive Brokers LLC
Interactive Brokers: Overview | LinkedIn
San Francisco, CA: "Schwab Advisor Services offers custodial, investment, and consulting services for independent financial advisors. Learn how Schwab can help you grow your business, protect client assets, and serve your clients' best interests."
Gainesville, FL: "At TradePMR, our philosophy is simple – provide the best customer service and technology to help your business thrive.
We believe in having a choice for a better custodial service. One whose team knows you on a first-name basis. A custodial services provider with award-winning service and technology..."
Switching RIA Custodians? Consider Creating an RFP (tradepmr.com)
This information is for entertainment purposes only. The inclusion of a company and/or product on this website does not constitute an endorsement. The products listed did not request to be mentioned nor did they provide compensation in any form. This is not financial advice and is intended for professional use.