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Research and Analysis
11 June 2019

Advyzon: Scalable, All-in-One Wealth Management that Runs on the Cloud

Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
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Research and Analysis
4 June 2019

Huygens Capital: Tactical B2C Robo-Advisor

Huygens is a tactical robo-advisor and liquid alternative investment manager.
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Research and Analysis
30 May 2019

OpenInvest: Perfecting Impact Investing

OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
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Research and Analysis
29 May 2019

Orion Advisor Services: Innovative and Integrated Advisor Solutions

Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
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Research and Analysis
28 May 2019

Chalice Financial Network: A Community of Advisors Built by Advisors

The Chalice Financial Network™ is a community dedicated to solving the unique challenges faced by independent financial advisors and entrepreneurs in America.
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Research and Analysis
9 May 2019

Practifi: Intercontinental Business Management for the Modern Advisor

Practifi is the business management platform for financial advice, retirement and insurance.
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Research and Analysis
2 May 2019

Halbert Hargrove: Providing Wealth Advisory Services since 1933

Halbert Hargrove provides a goals-directed planning process for wealthy families and individuals.
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Research and Analysis
30 April 2019

TradingView: Feature-Rich Online Financial Platform

TradingView is an advanced financial visualization platform with the ease of use of a modern website. It is the most active social network for traders and investors.
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Research and Analysis
18 April 2019

United Capital: FinLife Management for the 21st Century

United Capital is a wealth counseling company that specializes in financial life management and investment management.
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Research and Analysis
4 April 2019

Blueleaf: Scaling Financial Advisory Practices with Reporting & Communication Tools

Blueleaf is a provider of Financial Relationship Management Software.
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