The WealthTech Software Directory

R

B+

Quantify risk, align portfolios, and empower client engagement.

N

B

Quantify risk, align portfolios, and empower clients.

E

B+

Empowering advisors to win more clients, faster.

R

Plan beyond the numbers, maximize Return on Life.

N

Data-driven insights for smarter investment decisions.

M

B+

Comprehensive practice management for modern RIAs.

A

B+

Engage clients and grow your AUM with a modern website.

B

B

Expert tax planning and compliance solutions for RIAs.

Z

B+

Zoom: Secure and reliable client communication for RIAs.

R

B+

Red Oak: Streamlining compliance for financial services.

S

Capture, retain, and supervise communications for compliance.

R

B+

RIA in a Box: Compliance solutions for modern RIAs.

M

Automated compliance solutions for a complex regulatory landscape.

Simplify advisory fee billing and payments with Bill.com.

R

Elevate client communication. Build stronger relationships.

G

Deploy marketing tags without code changes

B

Real-time financial news and data for informed decisions.

W

Build your RIA's online presence with WordPress.

G

B+

Secure communications archiving and compliance for financial services.

B

Automate payables, gain control, and optimize cash flow.

G

Understand your website, improve your RIA marketing.

S

B+

Spaces: Streamline operations, elevate client experience.

I

B+

Expert business valuation software for specialized financial planning.

F

B+

Win 401(k) clients with data-driven proposals.

I

A

Divorce financial planning, simplified and streamlined.

F

C+

Advisor Lead Gen: Acquire and convert more clients.

C

B

Accurate business valuation for informed financial planning.

E

C+

Efficient financial planning solutions for streamlined client service.

N

B+

Elevate client meetings. Strengthen relationships.

D

B

Digit: Streamlining Portfolio Management for RIAs.

G

C

GMO: Sophisticated investment strategies for RIAs.

T

A

Retirement planning, simplified and optimized.

K

B+

Optimize client cash, maximize yield, minimize risk.

D

B+

Simplify Rollover Compliance. Streamline Operations. Mitigate Risk.

C

B+

Secure transcription for financial advisors: Capture every detail.

I

B+

AI-powered client engagement for modern RIAs.

B

B

Simplify scheduling, enhance client engagement.

N

B+

Secure document management built for the modern RIA.

F

B+

Elevate client meetings. Deepen relationships.

S

Schwab: Custody, Trading, and Technology for RIAs.

V

B+

AI-powered client engagement for modern RIAs.

M

B+

Magnifi: Investment data and analytics, simplified.

S

Build a professional website, effortlessly.

C

B

Protecting client finances and family peace of mind.

G

B+

Elevate client meetings. Strengthen relationships. Drive results.

D

B+

Advisor Data Warehousing: Streamline Operations, Drive Insights.

W

Build professional websites without coding

C

B+

Win 401(k) clients with powerful, customized proposals.

M

B+

Elevate client meetings. Drive deeper engagement.

W

B+

Wealth.com: Streamlining wealth management for RIAs.

H

B+

Attract, engage, and delight clients with HubSpot.

J

B+

Elevate client meetings. Drive advisor success.

A

B+

AdvicePay: Modern billing for modern financial advisors.

C

B+

Calendly: Streamline scheduling, optimize client engagement.

M

B+

Elevate client engagement through better meetings.

P

B+

ProTracker: Streamlining RIA Operations through CRM.

P

B+

Charitable giving, simplified and optimized.

L

B+

Insurance Intelligence for Smarter Financial Planning.

S

B+

Automated cash flow planning for personalized financial advice.

U

B+

Unbiased: Qualified leads to grow your RIA.