List of Companies
114
Club Members
377
Total Companies
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Advisor360°
Advisor360° is a SaaS platform that has CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.
Research is not available
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Research is not available
AppCrown
Appcrown is an application integrator for broker-dealer and RIA firms.
Research is not available
Backstop Solutions Group
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors.
Research is not available
Concenter Services
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms.
Research is not available
FA Solutions
FA Solutions is a provider of solutions to Nordic asset managers, private banks and family offices.
Research is not available
Hanlon
Hanlon Investment Management (Hanlon) was founded to provide active investment management solutions to advisors and their clients.
Research is not available
Hearsay Systems
Hearsay offers the complete client engagement solution for financial services.
Research is not available
Salentica
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
Research is not available
Skience
Skience is a wealth management platform that streamlines and automates time-consuming, error-prone business processes. Featuring out-of-the-box integration with leading custodians and technology providers, it empowers broker-dealers and RIAs to unify their technology, increase productivity, and deliver a superior client experience.
Research is not available
