Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Envestnet Wealth Management Platform
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.
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Addepar
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.
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