Firm details
Client Experience
How clients meet, see, and interact with your firm.
Client Portal
Client File Sharing
Client Meeting Support
Notetakers, agendas, recording
Digital Onboarding / NAO
E-Signature
Account Aggregation
Advice & Planning
The tools your advisors use to build and deliver advice.
Financial Planning
Financial Planning / Estate Planning
Financial Planning / Other
Risk Tolerance
Risk Tolerance / Stress Testing
Proposal Generation
Portfolio & Trading
Investment operations from model to execution.
Custodian(s)
Managed Accounts Platform
Portfolio Accounting
Performance Reporting
Portfolio Mgmt / Rebalancing
Portfolio Mgmt / Trading
OMS
Trade Blotter
Tax Loss Harvesting
Alternative Investments
Investment Data & Analytics
Operations & Firm Management
The systems that run the business day to day.
CRM
Workflow Support
Document Management
Fee Billing
Commissions / Payments
Dashboards
Data Warehouse
Risk, Compliance & Security
Supervision, surveillance, and protection.
Compliance / Comms Monitoring & Archiving
Compliance / Supervisory Controls
Compliance / Trade Surveillance
AML / KYC
Cybersecurity
Growth & Marketing
How the firm attracts and converts new relationships.
Digital Marketing / Content Mgmt
Lead Gen