List of Companies
114
Club Members
377
Total Companies
Filter by:
inStream Solutions
Club Member since December 2018
inStream Solutions is the proactive financial planning software for advisors.
NewRetirement
Club Member since June 2020
NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
PlanPlus
Club Member since February 2018
PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Polaris Portfolios
Club Member since February 2019
Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
Wela
Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
Advisys
Advisys creates the financial planning and insurance sales solutions for professionals.
Research is not available
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients. Acquired by Orion Advisor Services
Research is not available
