Alternatives to Axisoft

Better client and business outcomes Investments that meet the needs and preferences of each client. Superior service, both advisory and discretionary, that is scaleable and exceptional. You don't have to own the technology or expertise you need. From onboarding to daily operations. Financial professionals can rely on us for investment technology and services that simplify their work. Investment management is a straightforward business that focuses on helping clients achieve their goals and investing their money. We want to keep it that way. Evooq assists wealth and asset managers to strengthen their offerings and operations so they can achieve better results for their clients and businesses. Financial professionals can access investment technology and services that simplify their work. We are based in Switzerland and work with wealth management companies around the globe.

Access our financial simulation engine via flexible APIs to quickly build innovative, reliable and secure wealth experiences. This engine is already powering wealth services at a variety of financial institutions. OutRank enables seamless financial decision-making using simulations of customers' personal balance sheets. Your financial advisors and customers can use the holistic customer journey to help them consider all aspects of their personal finances over a lifetime, while making financial decisions. OutRank API allows pensions providers to create the next-generation pension paths for both accumulators as well as decumulation. It can be used to empower your customers or advisors by providing financial decision-making tools that are seamless, depending on your business model. Our APIs are developed by domain experts who ensure the quality of the underlying models.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

Summit Wealth is a leading software company that specializes in innovative financial technology designed for wealth managers and financial advisors. The company creates intuitive data-driven platforms to streamline portfolio management, financial planning, client reporting and performance analytics. Summit Wealth's user-friendly interfaces, advanced integration capabilities and focus on personalized advice allow financial professionals to provide exceptional service and deliver personalized advice to their clients. Summit Wealth is known for its commitment to reliability and innovation. It empowers organizations to optimize operations, enhance decisions, and achieve superior outcomes for clients in a competitive financial environment.

Advisory AI, the first AI-Copilot in the world for financial advisors, offers cutting-edge AI technology that revolutionizes how they create and maintain advisory documents. Financial professionals can automate any document in 5 minutes with our intuitive platform. This saves time and increases productivity. We specialize in automating important reports, such as Annual Review Reports and Suitability Letters. Our technology streamlines the financial advisory process so that financial advisers can focus their efforts on providing exceptional client service, while reducing administrative work. Advisory AI can empower your practice by providing AI-driven solutions that are tailored to the modern needs of financial advisors.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.

A modular and comprehensive platform will help you accelerate the growth of your wealth management company. The WealthMapper platform allows you to leverage a wide range of partners in our ecosystem to offer new retail wealth management services. The modular digital toolkit uses the most recent developments in technology and distribution to accelerate innovation and speed time-to-market. WealthMapper allows you to provide seamless services that give you a complete picture about your customers' wealth, their available assets, and the actions they should take. We can provide end-to-end wealth management services, including flexible customer-facing services and robust, market-leading back office solutions. WealthMapper is a pre-integrated, best-in-class solution and service that accelerates financial service providers' growth. It is a tool that allows consumers to see, access, and take action on their finances.

Better reporting, billing and invoicing, trading and balance, client engagement, financial data processing, and business intelligence for wealth managers. Blueleaf is a combination of communication, automation, and reporting technologies that creates a system that is powerful yet simple to use. You will get simple, customizable insights that will impress on both the assets and business you manage. Develop relationships with prospects and clients and communicate important information in a way that everyone understands. Automated delivery, billing, and account maintenance can help you save time and increase efficiency.

Advisors can focus on their clients by having access to structured investment, annuity and target return ETF options. Our multimedia educational resources include short-form videos and PDFs that can be used to share product knowledge with clients. Comprehensive asset-class education is available for all levels of advisors. It includes product-specifics and introductory basics. Advisors can self-pace their certification process and have real-time supervision from home with the help of custom compliance tracking and supervisory software. Automate and integrate to deliver products--and product education--seamlessly to wealth management firms and financial professionals, in real time. You can increase efficiency through streamlined education, compliance oversight, and direct connection to a central product repository.

You can create unlimited professional reports by yourself. Automate reports using rule-based automation. For compliance purposes, archive reports Do you spend too much time making last-minute changes to the report or planning months ahead to create a new performance report. Editing reports can be a pain. It takes many days and requires expensive report-writer tools. Are you stressed about handling sensitive data? Or dealing with inconsistent data? Although it is easy to send reports, making sure that data is correctly set up takes a lot of time. Audit means that all other work stops. Audits by SEC/FINRA come with a lot of pressure. Important documents that clients have sent cannot be found in emails or files during audits. Client experience and communication are the most important aspects of wealth management for financial advisors. Reportwa, our full-featured wealth management reporting tool for advisors, aims to simplify reporting.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

Our clients are empowered to deal with the challenges of working alongside multiple advisers. Our wealth management software allows you to manage existing relationships better and create new ones. DigiPrima is a revolutionary wealth-management solution that allows you manage all aspects of your client's financial lives, including succession planning and wealth protection. Our software solution monitors client money flow, assesses risk and analyzes data to inform clients in real time. Create a digital customer service experience that empowers wealth managers with end-to-end visibility. A single portal for money managers to report issues and automate the feedback process. To protect assets, integrate governance, risk and compliance across your organization. Software development company that is trusted worldwide. Our customer relationship management software streamlines and organizes client information.

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

Savvy combines real-world financial expertise with technology to give you more freedom and peace. We are building technology-driven financial management to provide you with a seamless view into your entire financial landscape. We do it with the help of investment team talent who conduct regular portfolio reviews to aid your advisory team in achieving your financial goals. Our technology streamlines the entire process, from onboarding to performance reporting, so that your advisor can spend more time with you. Savvy’s team is made up of exceptional and experienced financial advisors from across the US. Streamline your financial life by utilizing client services that provide a seamless and efficient experience. Savvy provides a range of financial services, including retirement planning and estate planning. It also offers tax strategies, alternative investments, direct indices, net worth tracking and the ability to view all your accounts.

This platform for financial wellness offers tailored solutions to meet unique business needs. It allows users to create tools that provide detailed financial projections through its APIs. The white-label planner allows for comprehensive DIY financial planning. Interactive calculators can also be integrated into websites in order to engage users. The platform emphasizes classes and educational programs to boost financial literacy and confidence. Financial professionals can work closely with their clients using advisor tools. The platform's holistic strategy includes the Financial Projection Engine for comprehensive financial computations. This makes it easy for individuals and businesses to make informed decisions regarding their money and time. The implementation is easy, whether you use customizable planners or an API. This ensures seamless integration with the business's goals.

Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.

TCS BaNCS Digital, an enterprise-wide solution, gives your bank customers the freedom and convenience to manage their finances from anywhere. The solution is easily deployable and scalable and can be used for retail and corporate banking (focused on SMBs), securities trading, and wealth management. TCS BaNCS Digital offers a variety of apps for consumers and enterprises, as well as real-time analytics and social media. The solution is based upon a hybrid architecture and responsive website design. To meet the specific needs of financial institutions during their digital transformation.

Flexible API technology allows for unique wealth management services. aixigo's Wealth Management Platform offers our high-performance aixigo.BLOXX. This can be combined with API technology to create new services. Financial service providers have the freedom to create wealth management services that are tailored to their needs and preferences, as the composition of aixigo.BLOXX can be completely customized. Serves to authenticate a user's identity. This is used to analyze financial products, portfolios, benchmarks, and other data based on historical and current market and portfolio data. Identifies potential risks, such as price fluctuations or economic developments. This interface allows you to display and analyze portfolio data. This allows for the selection and aggregation financial products, building blocks, benchmarks, portfolios, and model portfolios as well as the management of reports.

Every industry has brands that are constantly looking to innovate and be more central to our lives. We help financial institutions enhance their customer experience by sourcing third-party service providers. additiv empowers consumer brands to enhance customer value propositions and grow revenues with seamless and highly-contextualized financial experiences. Additiv is the glue that connects you to all the underlying capabilities required to provide seamless and contextually rich financial experiences. Everything you need to orchestrate financial services. Technology, open ecosystem, expertise and legal framework. Ongoing support. You will be a strategic partner throughout the orchestration process, including from the definition of your business model to its execution. You receive fully-fledged, ready to run, end-to–end financial experiences that are seamless and contextualized.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

Bincentive is a digital asset platform. Bincentive is a platform that provides the most up-to-date trading and security experiences. We are committed to bridging traditional finance and digital assets. Everybody deserves the chance to make a living as a professional by using simple, safe and innovative wealth management tools. Reputable accounting firms audit Bincentive's real-time transactions. We have provided product services and strategies to over 10 internationally renowned exchanges and institutions. All investors can benefit from our wealth management products.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

EY Nexus for Wealth and Asset Management (WAM) is a business-transformation platform that accelerates innovations, unlocks value within ecosystems and powers frictionless experiences for customers. It helps you to push the boundaries of your new ideas and services quicker in order to meet customer needs. EY Nexus is a suite of technology components which are easy to build and adapt. These components integrate seamlessly into existing systems to meet key customer needs. You can also use the EY Nexus platform to evolve your products and service. It is a flexible, cloud-ready framework that has ready-to-use technology assets within a curated ecosystem of partners. Financial advisors have access to a dashboard that is updated near real-time and can quickly determine when clients are not meeting their personal investment goals. They can then adjust their portfolios accordingly.

We provide wealth managers and clients with powerful, secure, and affordable wealth management software. This software is fit for the next generation. Explore a suite of tools designed to transform complex tasks into intuitive interactions, allowing you to take every interaction as a step toward financial brilliance. Performativ helps clients in the entire wealth management industry. Performativ offers a comprehensive wealth management solution that is front-to back and has robust technology capabilities. Performativ integrates seamlessly with custodians, reducing costs and increasing efficiency. Performativ's intuitive portfolio management saves time by simplifying the management of a large clientele. Advisors can create customized reports to meet their specific needs, improving communication and satisfaction with their clients.

Build trust with clients, have conversations, educate clients, entertain clients, and grow your practice. AdvisorStream is a digital marketing platform for financial advisors that turns clicks into conversations. AdvisorStream is the most highly rated platform for advisor marketing. AdvisorStream is a favorite among financial professionals. Automate your job. Automate your marketing with powerful automation tools that automate everything, from content creation to distributing newsletters to posting social media. Weekly newsletters ensure that clients are in regular contact. Personal communications keep clients informed and engaged. Relevant multimedia content can be auto-posted to your social media. Keep your blog or website updated with current news content. You have complete control over the automation level. You can measure the return on investment and discover new opportunities to increase your share of the wallet.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

Create unique digital experiences based on real-time financial insights and data. Access a write once read many data feed for all major custodians and leverage plug-and play white-labeled functionality for billing, reporting, etc. Create new distribution channels to unlock the true growth potential of your firm. Streamline your back-office operations through automated reporting and simple fee billing. BridgeFT's WealthTech API is the only multi-custodial, API-first platform that was built by developers for developers. It streamlines development and keeps up with the latest technologies. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial assets held away and 3rd party data aggregation.

PureFacts is the best at understanding financial services data. Since over 20 years, we have helped our clients grow revenue, manage expenses, and mitigate risk. Streamline processes, personalize the client experience, and increase revenue. Get more value from data by analyzing it. One of the most innovative AI Fintech or Wealthtech companies in the globe. It's easy to make onboarding, goals-based investment and decumulating smarter and easier. Technology that streamlines processes, personalizes the client experience, and generates more revenue. You can create revenue programs that capture every dollar of value you provide. It's easier to do it with less overhead, and more automated, precise, and repeatable workflows. Hosted, flexible, reliable, modular, and highly integrated platform that integrates with your existing tech stack to provide seamless upstream and downstream data flow.

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

NetX360®, a single point for professionals, is designed to help them manage their businesses and provide support to their clients. It focuses on data and analytics to reimagine their client experience. NetX360 can be used regardless of your business model. NetX360 offers many benefits, including improved process flow and global search that makes it easy to find information. It also provides a simplified experience and access to integration partners across a variety solutions for market data and news, research, financial planning and reporting tools. You can take the power of NetX360 with you wherever you go. NetX360 Mobile allows you to work from anywhere, anytime. Access client information quickly and easily, and keep up to date with the latest market developments. You also have uninterrupted access to the most important business functions. Mobile check deposits make it easy to fund accounts quickly.

Mobius Wealth, a mobile wealth management app for mobile devices, integrates with your back-end system. This allows you to offer your clients a seamless digital experience across all channels (web and mobile). Mobius Wealth pulls data from your existing systems (wealth/investment/trading platforms and market-data feeds) to create a single, attractive presentation. It follows the highest security standards. It's a native mobile app that can connect to any back end system in the financial services sector. Portfolio monitoring and drill-down capabilities: holdings performance, transactions. Full portfolio analytics, as well as comparisons to model portfolios. Client service has been improved by allowing clients and RMs/FAs to access information. White-labeled to highlight the organization's specific brands and services to clients. Conforms to the highest standards of web and mobile app security.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

It is important to choose a reliable broker. Tiger Brokers is licensed in the United States, Singapore, as well as other countries. To ensure that client funds are protected, assets are kept separate in custody accounts. Investors can access securities, including equities and ETFs, options and futures on multiple global markets, including Nasdaq and New York Stock Exchange. A shares are also tradeable under the Shanghai-Hong Kong Stock Connect or Shenzhen Hong Kong Stock Connect programs. We have created a number of new functions, including Tiger Lab (for quantitative investing strategies), an abnormal stock fluctuations list and K-Line Comparisons. These functions may be useful for investors to track market movements.

SUNRATE is a global payment and treasury platform that helps businesses manage their finances. Since its founding in 2016, SUNRATE has been recognised as a leading provider of solutions. Its cutting-edge platform, extensive global network and robust APIs have enabled companies to scale locally and globally, in 150+ countries. SUNRATE has offices in Hong Kong and Jakarta, London, and Shanghai. Its global headquarters is in Singapore.

Finaeo, a cloud-based digital assistant platform that is specifically designed for financial advisors, is available in the cloud. Finaeo Inc., a Toronto company, developed Finaeo. This AI-enabled digital assistant helps financial advisors streamline their processes and systems. Finaeo is equipped with enterprise-grade features that allow financial service organizations to have complete control over their back office administration, product mix, data, and client relationships.

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

The first platform that offers software and services for project financing, structured finance, private credit, and project finance. A collection of services that automate and standardize data to make it more efficient for you. An advanced cashflow analytics platform that allows you to manage, structure and evaluate deals with unmatched precision. Every party can now work from one source of truth, allowing for internal cooperation and collaboration between the buy-side, seller-side and all other parties. T-REX empowers transformation, whether you're looking to enter new asset classes, set sustainability targets, or modernize your investment infrastructure. T-REX is designed to support any type of asset, data source, and financing type. Complex data is facilitated by the sophistication required to structure and manage bespoke deals. From origination to maturity. It is designed to work with your people and platforms. Centralize deal documents and streamline model review through native sharing and version control.

Provisian is a platform that makes it simple to create a financial plan, communicate financial advice and manage risk. Simulate market conditions in order to manage risk and take informed decisions. Integrate Provisian seamlessly with over 11,000 financial organizations. A comprehensive platform for collaboration with clients and tracking performance. A responsive team is at your fingertips and available wherever you are. Stay in touch with clients by using a comprehensive financial report that is designed to predict outcomes and minimize risks. This will help you make more informed decisions. Simplify client communication with a centralized platform and intuitive reporting. Create an investment strategy that is tailored to the risk profile and goals of your clients. Visualize and control assumptions that drive each projected result. Monte Carlo simulations will help you make informed financial decisions. Run thousands of simulations to determine the most likely outcomes.