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Research and Analysis
2 April 2019

Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset

Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
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Research and Analysis
28 March 2019

Bristol Gate Capital Partners: Merging Data Science and Fundamental Analysis

Bristol Gate uses machine learning in combination with fundamental analysis to construct high dividend growth portfolios.
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Research and Analysis
19 March 2019

Laserfiche: Smart Content Management and Automation for Faster Scaling

Laserfiche is the private Enterprise Content Management (ECM) software development company.
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Research and Analysis
14 March 2019

MacroRisk Analytics: The Formula 1 of Risk Analysis

MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
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Research and Analysis
12 March 2019

FinMason: Redefining the Power of Analytics

FinMason is the independent investment analytics engine for financial services platforms.
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Research and Analysis
5 March 2019

Nest Wealth: Canada’s Top Digital Wealth-Management Platform

Nest Wealth provides investment management services.
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Research and Analysis
26 February 2019

MoneyGuidePro: Financial Planning is Never Static

PIEtech, Inc. develops financial planning software for financial advisors in financial services industry. It offers MoneyGuidePro, an Internet-based financial planning software.
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Research and Analysis
21 February 2019

Windham Labs: Sophisticated Investment Analytics and Smart Wealth Management

Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
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Research and Analysis
19 February 2019

Polaris Portfolios: Visual Plug-and-play Wealth Management

Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
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Research and Analysis
12 February 2019

Jemstep: Robust Technology to Leverage Financial Advice

Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
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