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Research and Analysis
6 August 2019

YCharts: Data Research Platform for the Modern Advisor

YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
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Research and Analysis
1 August 2019

IBM Cloud for Financial Services: Bringing the Best of FinTech to the Cloud

The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions to rapidly develop and share innovative applications, APIs, data and content on a secure, cloud platform to meet the unique business needs and challenges of banks, financial market institutions and insurance companies.
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Research and Analysis
23 July 2019

GeoWealth: All-in-One Solution for RIAs

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
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Research and Analysis
16 July 2019

InterGen Data: Predicting Life Events with AI Tech

InterGen Data is a data services provider of cloud-based artificial intelligence software solutions for the banking, financial services, and insurance industries
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Research and Analysis
11 July 2019

Redtail: The Evolving CRM System Built for Financial Professionals

Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
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Research and Analysis
5 July 2019

LifeYield: Revolutionizing the Way Americans Save and Invest

LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
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Research and Analysis
2 July 2019

Harness Wealth: Identifying Smart Strategies to Maximize Wealth

Harness Wealth helps clients identify financial opportunities and avoid missteps. The company blends deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair investors with advisers that turn those strategies into reality.
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Research and Analysis
27 June 2019

Facet Wealth: Covering all Aspects of FinLife Management

Facet Wealth offers human-first, technology-enabled financial planning services.
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Research and Analysis
25 June 2019

AdvisorStream: Digital Marketing Solutions Designed for Advisors

AdvisorStream is the powerful automated business building platform.
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Research and Analysis
18 June 2019

Concenter Services’ XLR8: Salesforce on Steroids

XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
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