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Research and Analysis
24 January 2019

Ignition Advice: Australian Robo-Advisor is Going Global

Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
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Research and Analysis
22 January 2019

55ip: Intelligent, Custom, Automated Investment Strategies

55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
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Research and Analysis
17 January 2019

First Rate: The Right Balance between Customization and Core Functionality

First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
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Research and Analysis
15 January 2019

ActiFi: Fueling Success through Proven Process Management

ActiFi provides practice management solutions to financial institutions and financial advisory firms.
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Research and Analysis
10 January 2019

iCapital Network: A Technology Platform for Alternative Investments

iCapital Network is a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices and other sophisticated investors.
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Research and Analysis
8 January 2019

Salesforce: A Unified Financial Services Experience To Help Advisory Teams Unlock Client Loyalty

Salesforce is a global cloud computing company that develops customer relationship management (CRM) solutions and provides business software on a subscription basis.
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Research and Analysis
20 December 2018

tastytrade and tastyworks: Be the Master of Your Fate With DIY Investing

tastyworks is a brokerage company providing an online trading platform that enables users to make investments in options, stocks, futures, and ETFs.
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Research and Analysis
18 December 2018

Capitect: Portfolio Personalization Made Easy

The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
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Research and Analysis
13 December 2018

Ionlake: Text Communication Platform Built by an Advisor for Advisors

Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.
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Research and Analysis
12 December 2018

Advisor Software (ASI): Extensive Set of Cloud Platforms and Solutions for Financial Advisors and Institutions

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
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