AdvisorEngine is a digital wealth management platform designed for financial advisors, aiming to enhance their advisory services. The platform offers a suite of tools that cover client onboarding, risk profiling, portfolio management, and reporting. By integrating technology and data analytics, AdvisorEngine helps advisors streamline operations, improve client engagement, and make data-driven decisions. The platform’s scalability and flexibility cater to independent advisors, RIA firms, and larger financial institutions.

DFD.AI is a technology company specializing in deep learning and artificial intelligence solutions. Their focus is on developing advanced algorithms and software that enable businesses to harness the power of AI for various applications, such as data analysis, natural language processing, and computer vision. By providing tailored AI services, DFD.AI aims to help organizations improve efficiency, enhance decision-making, and gain a competitive edge in an increasingly data-driven world.

Docupace is a financial technology platform that offers workflow automation and document management solutions for financial services firms. By providing secure, cloud-based tools, Docupace streamlines back-office operations, enhances compliance, and improves efficiency. The platform supports straight-through processing, electronic signatures, and integration with various industry applications. With its focus on simplifying complex processes, Docupace aims to help financial professionals save time, reduce costs, and deliver a better experience for their clients.

Entrustody is a financial technology platform that provides digital asset custody solutions for institutional investors, exchanges, and financial service providers. The platform offers secure storage, management, and transfer of digital assets, including cryptocurrencies and security tokens. By utilizing advanced security measures, such as multi-signature wallets and cold storage, Entrustody ensures the safety of clients’ digital assets. The platform aims to facilitate seamless and secure digital asset management, supporting the growing demand for institutional-grade custody services.

FlyerFT is a financial technology firm specializing in trading flow solutions for well-known industry players such as ASX, TD Ameritrade, Envestnet, Morningstar, Orion Pershing, and Riskalyze. By providing innovative technology and seamless integration, FlyerFT enables these companies to optimize their trading processes, streamline operations, and enhance overall performance. The company’s focus is on delivering reliable, secure, and efficient trading solutions to support the evolving needs of its diverse clientele.

FP Alpha is a financial technology platform utilizing artificial intelligence and machine learning to enhance the capabilities of financial advisors. The platform streamlines the advisory process by ingesting specific document types and generating tailored recommendations based on the information provided. By leveraging advanced technologies, FP Alpha aims to optimize advisor efficiency, improve client engagement, and support the delivery of personalized financial advice, ultimately contributing to better financial outcomes.

A company with an outstanding reputation for providing world class analysis of funds, performance model portfolios and in the US exceptional adviser software.

Orion Advisor Solutions is a comprehensive wealth management platform designed for financial advisors, offering integrated tools such as portfolio accounting, trading, reporting, and client experience management. The platform streamlines operations, enhances client engagement, and supports independent advisors, RIA firms, and larger institutions.

In October 2021, Orion acquired Redtail Technology, a leading provider of client relationship management (CRM) software for financial advisors. This acquisition expanded Orion’s suite of advisor-focused solutions, integrating Redtail’s CRM capabilities to create a more holistic and efficient experience for users. By combining their technology and expertise, Orion and Redtail aim to empower financial professionals to better manage their practices and deliver personalized, data-driven advisory services.

Hailing from Australia Practifi have aim to offer a private wealth-style technology solution that can support the broader higher net wealth community. These aim to streamline operations and enhance client engagement. The platform offers a comprehensive suite of tools, including CRM, workflow automation, and reporting capabilities, allowing advisors to manage their practices efficiently. By integrating with various third-party applications, Practifi supports a unified ecosystem for advisors. The platform’s objective is to improve collaboration, increase productivity, and help financial advisors deliver better, more personalized client experiences. hey have also done great work in the US and have a powerful integration with Salesforce. 

In the US SS&C a wide range of solutions across all areas of financial services including financial advice. The Advent Portfolio Exchange, Black Diamond Wealth Platform and SS&C Personalized Financial Wellness Center are just three examples. 

The Advent Portfolio Exchange: https://www.advent.com/solutions/advent-portfolio-exchange/

Black Diamond Wealth Platform: https://blackdiamond.advent.com

SS&C Personalized Financial Wellness Center: https://www.ssctech.com/products/personalized-financial-wellness-center 

Smartria is a compliance management software designed for Registered Investment Advisors (RIAs) and compliance consultants. The platform helps users manage and streamline their regulatory compliance processes, reducing the risk of violations and penalties. Key features include automated monitoring, customizable workflows, document management, and reporting tools. By consolidating compliance tasks in a single platform, Smart RIA allows financial professionals to focus on their core advisory services while maintaining regulatory compliance.

YCharts is a financial data and investment research platform designed for investment professionals. It offers comprehensive market data, analytics, and communication tools to support data-driven decision-making in wealth management. Users can access historical data, generate visualizations, compare investments, and analyze performance metrics. By providing a versatile and user-friendly platform, YCharts enables financial advisors, asset managers, and analysts to streamline their research processes and enhance investment strategies.