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Research and Analysis
24 September 2019

Responsive AI: A Holistic Framework with Human-Centric AI

Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
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Research and Analysis
10 September 2019

Cboe Global Markets: More Options, More Opportunities

Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
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Research and Analysis
5 September 2019

HiddenLevers: Business Intelligence That Keeps Risk under Control

HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.
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Research and Analysis
3 September 2019

BNP Paribas Asset Management: Leveraging the Banking Ecosystem with WealthTech Solutions

BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
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Research and Analysis
29 August 2019

Advicent: Financial Planning to Improve Conversation between Advisors and their Clients

The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
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Research and Analysis
27 August 2019

Accusource LLC: Streamlining and Ensuring Timely Back Office Operations

Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
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Research and Analysis
22 August 2019

Nucoro: A Modular Solution Provider with Zero Technology Debt

The Nucoro Wealth Engine provides solutions to automate, personalize, and accelerate wealth management for businesses who want to grow and thrive in the modern world.
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Research and Analysis
20 August 2019

SmartRIA: All-in-One Platform for Federal and State Compliance

SmartRIA provides robust, comprehensive software for helping independent wealth managers to grow their business and stay independent while maintaining compliance with federal and state regulations.
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Research and Analysis
15 August 2019

Covisum: Comprehensive Retirement Income Planning Portal

Covisum provides financial advisors with software, training and support to deliver retirement income plans.
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Research and Analysis
13 August 2019

NEXA Insights: Surveys to Improve Advisory Business

NEXA insights provides client experience surveys & analytics and enables RIAs to research client opinions, analyze responses, maximize client retention, build client loyalty and better position themselves among prospective clients.
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