Alternatives to Ariath

Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

Advyzon is an all-encompassing cloud solution tailored for wealth management and advisory firms, merging portfolio management, performance analytics, customer relationship management, billing, document handling, client portals, and business intelligence dashboards into a single cohesive platform. This versatile platform facilitates smooth integration with leading custodians and daily data feeds, features a customizable CRM that synchronizes email and calendar activities while automating workflows, and allows for sophisticated report generation that can be tailored with branding and distributed on a scheduled basis. Moreover, it offers secure portals for clients and mobile applications to enhance collaboration between clients and advisors, along with document sharing capabilities. In addition to these features, Advyzon incorporates a rebalancing engine known as "Quantum" for managing trading and models, includes integrated billing management options for various fee structures, and boasts a modular design that enables firms to gradually unlock more functionalities while maintaining a consistent database framework. This adaptability ensures that firms can evolve their services in response to changing client needs and industry trends.

Transforming the landscape of wealth management, BITA Wealth empowers advisors, investment teams, and governance sectors. By enhancing insight, efficiency, oversight, and control, BITA Wealth creates a superior experience for both clients and advisors. Part of the corfinancial™ group, BITA Risk® manages assets under management exceeding £160 billion. Its award-winning BITA Wealth application serves high and ultra-high net worth wealth managers with cutting-edge software solutions. BITA Wealth equips investment teams, advisors/managers, and governance divisions with essential tools to foster business growth in a regulated environment. Tailored for wealth management firms, broker-dealers, private banks, trust companies, and family offices, BITA Wealth is structured as a series of customizable modules. It features multi-dimensional investor profiling that assesses risk, suitability, and ESG characteristics, systematically aligning these with a firm’s investment offerings. This innovative approach not only streamlines operations but also enhances client satisfaction and trust in the wealth management process.

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

ReadyRedact is an innovative document redaction solution powered by artificial intelligence, crafted to assist businesses and organizations in adhering to various privacy regulations, including GDPR, CCPA, and HIPAA. By leveraging cutting-edge AI technology, it adeptly removes sensitive information from various document formats such as PDFs, JPEGs, TIFFs, and Microsoft Office files, thereby safeguarding the confidentiality of private data. The software streamlines the redaction process, effectively eliminating personal and confidential information to prevent risks related to identity theft, fraud, and legal disputes. Among its features are capabilities for bulk uploads, automated email integration, OCR-based search and redaction, as well as document annotations and project management tools that facilitate secure collaboration. Ensuring full compliance with privacy laws, ReadyRedact is particularly beneficial for sectors like law, healthcare, finance, and governmental organizations. Furthermore, the platform enables users to monitor edits, maintain comprehensive audit trails, and implement role-based access controls to strengthen data security. This multifaceted approach not only enhances operational efficiency but also provides peace of mind in managing sensitive information.

Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards.

PriceMetrix offers data-driven insights specifically tailored for wealth management advisors and executives. By leveraging the largest retail wealth-management dataset globally, we empower firms in the wealth management sector to enhance their operations across numerous dimensions. Our platform merges industry data with sophisticated business intelligence, creating a seamless experience for users. Collaborating with financial advisors and wealth management firms, we focus on boosting productivity, enriching client experiences, and facilitating better decision-making, all while uncovering avenues for growth. Additionally, we provide immediate access to industry best practices, equipping clients with vital information that aids in the establishment of a robust and flourishing wealth management practice. Ultimately, our goal is to transform the way wealth management firms operate, ensuring they stay ahead in a competitive landscape.

Praszo Practice is a robust on-premise practice management solution specifically designed for audit firms that cannot risk storing client data on external cloud services. Unlike most practice management systems that operate solely as SaaS, where your engagement details and financial information reside on a provider's servers—potentially exposing firms to compliance issues—Praszo Practice ensures that every piece of client data is securely housed on-site, providing complete control without any third-party server involvement or uncertainty about data residency. In addition to its deployment advantages, the software effectively addresses inefficiencies that can detract from an audit firm's time and profitability. Engagement processes are streamlined through organized, traceable stages, eliminating reliance on cumbersome email threads. Time tracking is seamlessly integrated with budgets and billing, allowing for better visibility of work in progress and potential overruns before they impact the bottom line. The capacity dashboard equips partners with insights into team workloads, highlighting who is overburdened and who has availability. Moreover, every action taken within the system is meticulously recorded in a permanent audit trail, complemented by role-based access controls to ensure the firm remains prepared for any inspections. This comprehensive approach not only enhances operational efficiency but also reinforces trust with clients through transparent data management.

FastTrackr AI serves as a transformative AI engine for wealth management, designed to facilitate advisor transitions in a matter of weeks rather than dragging on for months. Tailored specifically for the needs of advisor transitions and informed by actual operational processes, it enables firms to automate time-consuming tasks such as repapering, onboarding, account transfers, documentation, CRM updates, and compliance reviews. By consolidating the transition process into a single secure workflow, it assists teams in minimizing manual coordination, addressing NIGO issues prior to submission, and ensuring that every action is traceable. FastTrackr AI enhances efficiency by supporting automatic form completion using data from CRM and custodians, implementing custodian-specific logic, conducting data completeness audits, and performing pre-submission validations to mitigate delays that can extend a transition by days or even weeks. This solution is meticulously crafted for wealth management operations, where the transition of a single advisor may entail the handling of hundreds of client accounts, a plethora of forms, exception management, audit trails, and monitored communications. Ultimately, FastTrackr AI empowers firms to streamline their processes and enhance overall productivity during advisor transitions.

Masttro is an innovative wealth technology platform that consolidates every facet of an estate, including both liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and beyond, regardless of location or currency, into one cohesive WealthData system that ensures comprehensive visibility and management. It enables direct data intake from over 550 custodian feeds and various alternative sources, while its Doc AI feature streamlines the process of extracting statements and capital activity from fund portals. Users benefit from user-friendly, customizable dashboards, both templated and on-demand reporting, efficient task management, secure document storage, client portals with specific permissions, and a versatile API that allows for effortless integration with existing technology infrastructures. The platform employs military-grade encryption and private key security to safeguard data both at rest and during transmission. Tailored for family offices, wealth advisors, and professional service firms, Masttro provides not only dynamic performance analysis and portfolio management but also advanced data visualization tools for better decision-making. Additionally, its robust features are designed to adapt to the evolving needs of wealth management professionals and their clients.

Addepar is a comprehensive platform for wealth management that focuses on the integration of data, analytics, and performance metrics. By utilizing Addepar, you can prioritize what truly counts: nurturing your relationships with clients. The platform consolidates various financial accounts to provide a unified perspective on your clients' portfolios. With top-notch analytics and reporting capabilities, you can customize insights and discussions for each individual client, fostering enduring and trustworthy connections. Our digital solutions ensure that your clients can securely access their financial information from anywhere, at any time. Additionally, you can connect back-office processes with our tailored reporting features. Count on our team of in-house experts to grasp the unique requirements of your firm and facilitate a smooth launch. To enhance your experience, you can take advantage of our extensive help center and online training resources. Addepar also implements industry-standard security measures, such as role-based access controls and end-to-end data encryption, ensuring the safety of your clients' information. In this way, Addepar not only streamlines your operations but also strengthens the security and reliability of your wealth management services.

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

The Envestnet Wealth Management Platform powers the modern advisor experience through a fully integrated ecosystem that connects planning, portfolio management, and data intelligence. Designed to streamline the wealth management lifecycle—from client onboarding to reporting—it gives advisors a single, unified interface for all core functions. The platform supports key workflows such as financial planning, proposal generation, account opening, billing, trading, and client reporting, helping firms deliver personalized advice efficiently. Leveraging curated in-house and third-party data, Envestnet provides actionable insights that help advisors make informed investment decisions and anticipate client needs. Its modular design allows firms to configure technology stacks that match their business models while maintaining compliance and scalability. With a vast network of integration partners, Envestnet delivers a true all-in-one system, not just a collection of point solutions. Recognized as an industry leader in innovation, the platform enables advisors to expand services, improve client engagement, and grow revenue. Ultimately, the Envestnet Wealth Management Platform transforms fragmented workflows into a cohesive, intelligent digital experience for financial professionals and their clients.

BigHand Business Intelligence, powered by Iridium, is a cutting-edge financial business intelligence solution designed specifically for law firms, featuring role-based reporting that presents the appropriate financial information to the relevant individuals through user-friendly dashboards. This adaptable data warehouse eliminates the need for manual reporting, enhancing data visibility from the overall firm level down to individual clients and specific cases. With self-service analytics, users can access pertinent metrics using their preferred visualization tools, allowing for greater control and flexibility. This solution empowers users to enhance cash flow and profitability by providing immediate financial insights. It aggregates crucial financial and operational metrics from various business systems, presenting data as a unified source of truth for the firm's overall performance and profitability. Users can swiftly obtain the answers they require, and the system facilitates the delivery of actionable data to those who need it most, including options for no-code ad hoc reporting to accommodate firms with limited resources. Additionally, it offers both traditional data storage solutions and sophisticated analytical functionalities to meet diverse business needs. This comprehensive approach ensures that law firms can make informed financial decisions quickly and effectively.

Legal assistants and paralegals often invest between 5 to over 60 minutes handling a single notice, which can accumulate to hundreds or even thousands of notices weekly. This results in lost time, potential human mistakes, processing delays, fragmented information, routing mishaps, and various other issues. ECFX Notice effectively saves law firms, regardless of their size or litigation focus, hundreds of hours each week. The documents are organized following your firm’s specific naming conventions and abbreviations, all of which are customizable based on the office, practice group, client, and additional factors. You have complete control over the format, content, and frequency of email notifications. Depending on attorney preferences, the system includes either PDFs or links to documents within the document management system (DMS). Furthermore, documents can be stored in multiple locations, including the firm's DMS, client shared folders, or cloud storage, based on your requirements. The solution also features an intuitive dashboard that is enhanced by customizable metrics to track notifications related to matters, cases, clients, and timekeepers, ensuring efficient oversight and management of all activities. This comprehensive approach not only streamlines processes but also enhances overall productivity within the firm.

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

HAQQ is an AI-powered legal work platform built for lawyers and non-lawyers who need faster drafting, research, review, analysis, and legal operations management. The platform combines Legal AI Chat and eFirm practice management so users can manage legal questions, contracts, matters, billing, CRM, documents, hearings, tasks, calendars, financials, KYC, leads, emails, and client portals in one place. HAQQ supports legal drafting, redlining, due diligence, compliance reports, litigation workflows, legal analysis, case summaries, contract drafting, legal research, and risk analysis. Its agentic operating system uses the Justinian Agentic Harness, which includes model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop review. The platform can work with firm knowledge such as playbooks, policies, memos, templates, precedents, clause libraries, matter history, and other institutional memory. HAQQ connects to live legal sources including web search, statutes, case law, gazettes, regulatory databases, USPTO, EUIPO, and WIPO. Security and governance features include cross-matter isolation, audit trails, role-based access control, anonymization, encryption, GDPR, PDPL, ISO 42001, ISO 27001, and SOC 2 Type II controls. It supports users across MENA, Europe, the United States, South America, Asia, Africa, and more than 80 countries. HAQQ helps legal teams replace scattered tools with one secure system for AI legal work, practice management, collaboration, and client-ready output.

BroadPeak Partners is the post trade foundation for energy and commodity trading firms. It allows trading, risk, and compliance teams to capture, reconcile, allocate, monitor, and report every trade on a single platform. Connectivity to more than 100 global exchanges and brokers brings trade data from every source through standard protocols including API, FIX, XML, CSV, Kafka, and Message Queue. BroadPeak serves medium to large energy and commodity trading firms across North America, Europe, and Asia Pacific. BroadPeak extends your E/CTRM.

Our cutting-edge compliance software is tailored to meet the requirements of intricate compliance organizations as well as smaller RIA compliance teams. The SmartRIA platform effectively caters to the diverse needs of compliance consultants, compliance officers, operations personnel, investment advisors, wealth and asset managers, along with their supporting staff. By leveraging SmartRIA, firms like yours can flourish within the regulatory landscape. Crafted specifically for the demands of compliance professionals, SmartRIA solutions enhance the workflow of compliance consultants, officers, operations teams, investment advisors, and wealth and asset managers alike. Picture kicking off your week with a comprehensive overview of your firm's compliance calendar, all accessible through an intuitive dashboard designed for easy mastery within a single day, utilizing technology that genuinely streamlines your operations and boosts efficiency. Additionally, this platform not only simplifies compliance management but also empowers teams to focus on strategic initiatives and growth.

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

Join a network of third-party connectors designed to maximize the potential of your Deltek solution. Utilize our user-friendly integration platform to extend existing connectors or even create your own, combining simplicity with robust functionality. Enhance your operational efficiency by automating essential workflows and minimizing the need for manual input. Take advantage of ready-made connectors that allow you to start quickly, avoiding the complexities of developing integrations from the ground up. Seamlessly connect various cloud-based systems to prevent issues related to inaccurate or duplicated data. Effortlessly share information across applications, while also having the flexibility to implement rules, logic, or transformations tailored to your data needs. With this streamlined approach, you can reduce the time spent on data entry and reconciliation, enabling you to focus on analyzing trends that lead to improved business strategies. Our latest productized integration, which is based on the Unionpoint platform, significantly simplifies the process for A&E firms aiming to engage and retain their most valuable assets, ultimately driving growth and success. This innovative solution empowers businesses to make informed decisions faster and more efficiently.

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.

DeepJudge serves as the essential AI platform for legal practitioners, utilizing cutting-edge enterprise search technology to provide instant access to a firm's accumulated institutional knowledge. This innovative tool aids law firms and internal legal departments in converting their shared expertise into organized, regulated intelligence that can enhance search capabilities, support AI-driven applications, streamline multi-step workflows, and facilitate LLM agents. With a retrieval-first approach, DeepJudge seamlessly integrates AI workflows with the complete range of a firm's internal assets, such as documents, precedents, insights, and work products, all without necessitating any restructuring or data uploads into a distinct system. Its Knowledge Search feature identifies and presents the most pertinent documents from a firm's repositories, ensuring that generative AI outputs remain anchored in factual enterprise data, thereby minimizing the potential for hallucinations. In addition, DeepJudge AI Workflows empower teams to design, implement, manage, and govern AI agents that carry out intricate legal tasks with both transparency and accuracy. By leveraging this platform, legal professionals can significantly enhance their operational efficiency and decision-making capabilities.

SecureReview offers a specialized virtual PC service designed for high-performance document review, ensuring that all sensitive information—such as cached documents, search terms, and custodian names—remains isolated from local agency computers, thereby minimizing security risks. By collaborating with attorney staffing agencies, law firms, corporate legal teams, and e-discovery service providers, SecureReview creates a reliable and secure document review environment. The platform restricts reviewers from accessing client websites and services, further safeguarding sensitive data. Secure communication between law firms and contractor review teams is facilitated through dedicated email channels. Additionally, SecureReview implements robust security measures, including IP Authentication, Multi-Factor Authentication, and Single Sign-On capabilities for Enterprise accounts, ensuring that only authorized personnel can access critical information. Comprehensive activity logs allow administrators to monitor and evaluate reviewer performance effectively, enhancing the overall efficiency and security of the review process. With these features, SecureReview not only fortifies data protection but also streamlines collaboration among legal professionals.

COMPLY is an enterprise-grade regulatory compliance platform that future-proofs financial services firms against operational and regulatory risks. It integrates advanced compliance tools with expert advisory services, enabling firms to manage regulatory filings, conduct program reviews, and maintain real-time oversight of compliance activities. The platform is built to serve a wide spectrum of financial institutions, including private funds, broker-dealers, RIAs, and investment banks. Managed services free compliance officers from administrative burdens, allowing them to focus on strategic and high-impact activities. COMPLY offers customizable workflows, automated alerts, and comprehensive reporting to ensure timely and accurate compliance actions. Educational resources and industry events keep users informed on regulatory updates and best practices. With its combination of technology, services, and support, COMPLY functions as a true compliance partner rather than just a software vendor. This holistic approach enables firms to protect reputations, maintain client trust, and achieve operational efficiency.

Intapp Workspaces revolutionizes Microsoft Teams by transforming it into a tailored platform for developing engagement workflows, generating comprehensive insights, and streamlining engagement lifecycle management. Enhance teamwork and connect remote teams seamlessly while ensuring your organization's security and compliance measures are automatically upheld. By alleviating professionals from the weight of administrative tasks, you allow them to concentrate on nurturing client relationships and collaborating effectively on engagement delivery. Foster immediate and effortless collaboration for new engagements, thereby enhancing the return on investment for your firm's Microsoft 365 usage and maximizing productivity. Maintain your organization’s security and governance protocols through automation, even amidst the swift rise in Microsoft Teams' utilization. Create, customize, and oversee workspaces specifically designed for managing engagements, and utilize automated reminders to ensure that workspace owners remain accountable for timely updates on lifecycle changes. This comprehensive approach not only boosts efficiency but also reinforces your firm's commitment to delivering high-quality service.

Lawcentr is an innovative, cloud-based platform tailored for legal practice management and operations, specifically designed for contemporary law firms. This comprehensive solution enables firms to handle various functions including case management, client relations, document storage, court scheduling, invoicing, legal expense tracking, financial accounting, online transactions, human resources, payroll, and collaborative client engagement all within a single, secure interface. By integrating previously isolated systems and automating manual tasks, Lawcentr enhances operational productivity, financial oversight, regulatory adherence, and overall client satisfaction. Suitable for law firms of any size, it offers features like role-specific security, detailed reporting and analytics, automated workflows, and a protected client portal. Our goal is to empower law firms to function with improved transparency, reliability, and assurance by fostering interconnected legal, financial, and personnel processes. Ultimately, we strive for better operations to create better law firms in today’s dynamic legal landscape.

Our cutting-edge compliance software caters to a wide range of organizations, from large compliance firms to smaller RIA compliance teams. The SmartRIA platform is specifically tailored to meet the diverse needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth managers, and the personnel that support them. SmartRIA empowers firms like yours to flourish in a competitive landscape. Are you looking for a solution that can efficiently manage hundreds of professionals while scaling alongside your needs? SmartRIA stands out as the most adaptable RIA compliance management platform available in the market. You can trust that your cyber-defense protocols and procedures will safeguard the sensitive client information entrusted to your firm through meticulous professional evaluation and documentation. Leverage SmartRIA to establish robust documentation practices and foster a compliance-oriented culture, ensuring that your operational processes are as efficient and transparent as possible. With the SmartRIA platform, you will join over 2,400 firms that are already benefiting from this effective RIA compliance management tool, making it a trusted choice for the industry. This platform not only simplifies compliance management but also enhances overall operational effectiveness for its users.

Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.

Circit is a centralized platform designed for the collection of audit evidence and confirmations, aimed at enhancing the efficiency of audit and accounting firms, their clients, and evidence providers by automating and securing essential components of the auditing process. By automating the generation and handling of audit confirmation requests—including those related to banks, legal matters, and funds—directly from source systems, it significantly cuts down on time spent and manual efforts, while also boosting data accuracy and the overall quality of audits. The platform facilitates connections between auditors and various third-party providers such as banks, law firms, fund administrators, and custodians across the globe, delivering real-time access to verified transaction-level data, a comprehensive audit trail, and collaborative tools that enable teams and clients to communicate and address inquiries within the context of the audit, all without the need for email. Furthermore, Circit enhances the overall audit experience by ensuring that all stakeholders have access to pertinent information at their fingertips, thereby fostering a more transparent and efficient auditing environment.

Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.

Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.

PME is an advanced mobile data collection and web-based review system designed to allow teams to securely gather, organize, and analyze mobile data from devices without needing physical access or complicated hardware, focusing solely on essential information while safeguarding custodian privacy. The platform features PME Collect, a remote automated tool that assists custodians in a guided workflow to capture various types of data, including texts, call logs, and social media interactions, all while filtering out unnecessary details before upload and ensuring encryption for secure transfer. Additionally, PME Review is a web-based interface for case management that facilitates features like searching, tagging, commenting, redaction, and exporting in diverse formats. The platform guarantees robust security and governance by incorporating encryption, user access controls, digital signatures, and customizable retention policies, along with regional data localization to adhere to regulatory standards. By streamlining the data collection process, PME enhances efficiency and compliance in managing sensitive information.

Begin accepting electronic payments today to streamline your recordkeeping processes. Automate your payment plans and quickly issue invoices that clients can pay online! The registration process is straightforward, and there are no monthly charges involved. Communicate effortlessly with your clients by sending text messages with images directly through Prima.Law, ensuring your personal number remains private! With PrimaPay, you can issue invoices for online payments, accept payments in your office, or establish autopay options for payment plans—all without a monthly fee! Additionally, Prima.Law now features a calendar that helps you manage deadlines, reminders, and appointments effectively. The platform also offers role-based permissions, allowing you to control access to sensitive billing information in your cases. With the Chrome Extension, immigration attorneys can easily connect with government agency websites to gather valuable client information. Enhance your firm's efficiency by managing invoicing, collections, and payments seamlessly within the Prima.Law ecosystem, ensuring a comprehensive solution for your practice. This integration not only simplifies financial management but also promotes better communication and organization.

BrightPropose allows accounting firms to swiftly create professional, branded client proposals and engagement letters in a matter of minutes instead of hours, utilizing intelligent templates and an integrated pricing calculator that eliminates uncertainty and the risk of underpricing. Key features include the ability to fully customize proposals, emails, and engagement letters to align with a firm’s brand identity; rapid development of accounting service templates; precise and reliable pricing through a calculator tailored for varying services; an efficient workflow that imports client information from the firm's practice management software; and secure digital client onboarding with e-signatures, ensuring a smooth transition from proposal acceptance to the start of the project. By using BrightPropose, firms can not only impress their clients with quick proposal delivery but also enhance their profitability, save valuable time, streamline operations, and onboard clients with ease, all while ensuring consistency in branding and service delivery. This innovative solution ultimately empowers firms to focus more on client relationships and less on administrative tasks.

Discover a cutting-edge CRM platform designed specifically for law firms, enabling you to transform relationship insights into tangible outcomes. Utilize your firm’s essential relationship intelligence to identify and seize new revenue streams. With InterAction Business Edge, you can access comprehensive dashboards and reporting tools that provide firm-wide perspectives on critical targets and opportunities. This platform consolidates your firm’s client and prospect information to create a more holistic view of your relationships. InterAction Mobility ensures you have full access to the relationship data you depend on, no matter where you are. By employing our specialized business development software, you’ll gain the ability to enhance your firm's strategies and more effectively allocate your marketing and business development resources for a competitive edge. Ultimately, InterAction Business Edge empowers you to secure more business from both existing clients and potential prospects, driving your firm's growth and success. Embrace this innovative solution to elevate your relationship management to the next level.

Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients.

First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.

Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.

Practice CS is a top-tier practice management solution designed specifically for accountants, aimed at helping firms minimize time wastage, eliminate redundant tasks, and enhance operational oversight and control. Beyond just time-and-billing functionalities, Practice CS enables accounting firms to seamlessly onboard new employees, issue invoices more swiftly and accurately, assess long-term service profitability, and increase revenue without imposing additional burdens on staff. This tool transitions the firm from a reactive stance to a proactive approach in practice management, ensuring teams are well-prepared to address client needs and compliance obligations as they arise. It provides real-time access to vital information regarding the firm, clients, and employees, empowering the entire practice to function at its highest level of efficiency. Furthermore, Practice CS is adaptable to the size of the firm, accommodating both large and small entities, and allows users to select only the features they require for their specific needs. Ultimately, this flexibility ensures that firms can optimize their operations effectively.

eLuminate is a user-friendly software designed for managing legal leads and cases. Being entirely web-based and adaptable, it allows lawyers and advocates to oversee their leads, cases, documents, and the daily operations of their firms. From tracking when a client first applied for benefits to monitoring the status of an appeal, eLuminate can be tailored to meet the specific requirements of your practice. It accommodates various needs, whether it's the age of Social Security disability leads or details related to personal injury claims, ensuring that it prioritizes your firm's unique goals. Accessible online, eLuminate eliminates the need for software downloads or tech team installations on office computers, providing access from any internet-connected device. In addition, every correspondence with a lead or client, whether sent through the software or not, is automatically logged with a time-stamped note, ensuring comprehensive record-keeping. This feature allows attorneys to maintain organized communication and easily reference past interactions whenever needed.

Proteus is an innovative platform that leverages technology to enhance accessibility to alternative investments for wealth managers, fund sponsors, and qualified investors. By facilitating the allocation of client capital into tailored portfolios of private market assets, it integrates vital functions such as research, due diligence, portfolio construction, and execution into a single system. The platform effectively simplifies intricate investment workflows by implementing a streamlined electronic subscription process, centralized onboarding, and automated administrative processes, thereby minimizing the typical obstacles present in private markets. Additionally, Proteus is designed to support the establishment and administration of feeder fund structures, addressing regulatory, governance, and operational challenges, which enables firms to concentrate on their investment strategies without being bogged down by infrastructure issues. Furthermore, it offers secure, customizable environments that include comprehensive monitoring and reporting tools, along with consolidated tax documentation, enhancing user experience and operational efficiency. This unique approach not only fosters better investment decision-making but also promotes a more seamless integration of alternative investments into traditional portfolios.

FutureAdvisor collaborates with wealth management firms to enhance asset growth, improve operational efficiency, attract new client demographics, and engage the upcoming generation of investors. By leveraging well-founded portfolio management strategies and industry-leading practices, we tailor our approach to fit your specific circumstances and your current investment portfolio. We prioritize the use of your existing assets to reduce turnover and lessen tax implications. Whenever appropriate, we incorporate low-cost index funds to enhance portfolio diversification. This method not only streamlines your investments but also positions you for long-term financial success. Ultimately, our goal is to empower you with tailored solutions that reflect your unique financial landscape.