Alternatives to AdvisorStream
Compare AdvisorStream alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AdvisorStream in 2026. Compare features, ratings, user reviews, pricing, and more from AdvisorStream competitors and alternatives in order to make an informed decision for your business.
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1
UpContent
UpContent
It’s time for your team to position themselves, and your company, as trusted resources to provide your customers, prospects, and other team members with the most valuable insights of the day. Build trust and deepen relationships with curated content. A better way to discover, collaborate, and distribute relevant third-party content that helps turn leads into loyal customers. Our technology analyzes millions of articles every single month to make sure we only bring you the best of the best. We integrate with many of the email, social media, website, and CRM tools that you know and love, making it quick and easy for you to share great content with your audience.Starting Price: $15 per month -
2
Paper.li
Paper.li
Build your digital presence in minutes. We’ll bring you content to share every day. And a website that’s always fresh. Paper.li is your personal marketing assistant to build an active online presence. Content. Webpage. Social. Newsletter. You pick the topics and we'll deliver great curated articles to your inbox, every day. With a click you can share them on your personal webpage, social and newsletter. In minutes we’ll generate a personal webpage based on your interests, and help you keep it updated every day. Keep the conversation going across all your social channels by posting relevant content every day. Twitter, Facebook, LinkedIn. we have you covered. People can subscribe to you. Select the best content of the week. Hit send. If building your personal brand is your goal, choose content that represents all your layers, work, personal & passions. You decide what you want to be known for.Starting Price: $12.99 per month -
3
ContentStudio
ContentStudio
Streamline your social media and content marketing. Powerful content marketing and social media management platform for publishers, brands, agencies and, startups who want to share the best content consistently and increase their reach. All the tools you need to centralize your content marketing operations for all the channels including blogs, social networks and, newsletters. No more lack of data, email threads, spreadsheets, approval delays and, disconnected workflows. Find, analyze and share top performing content for any topic or industry. Plan and collaborate with your teams on an intuitive editorial calendar. Schedule content to all of your channels and networks from a single place. Track KPIs and measure performance across all the channels.Starting Price: $25 per month -
4
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
5
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
6
Scoop.it
Scoop.it!
Research and publish the best content. Publish your topic page with curated content in minutes. Distribute it automatically with your network to build your professional brand. Curate, share, and read content on private hubs. Publish on your websites and blogs, newsletters, and social media. Aggregate curated content across multiple WordPress blogs. Trusted by 8+ million curators, business intelligence professionals & marketers. Scoop.it’s advanced content engine monitors global sources to find and curate relevant third-party content. With a content curation tool you'll: Boost credibility with readers and build brand awareness. Establish thought leadership and strengthen influencer connections. Access sources ranging from mainstream media to niche publications. Publish topic pages with curated content in minutes. Share them with your networks to build your professional brand.Starting Price: $333.00/month -
7
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
8
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
9
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
10
NewsletterBreeze
NewsletterBreeze
Generate the content for amazing newsletters in less than five minutes, with automated content gathering & curation, fully under your control. With Newsletterbreeze, design a great newsletter and add the best content, even if you don't produce any. We reduce many hours of work to less than five minutes, and bring you better results. The content you have configured in your account will be waiting for you in your account. You can add your own content or the best-curated content for your subscribers, with just a click. Combine your content with the best from the internet to create an amazing newsletter. NewsletterBreeze is a product of Invespromo Consulting, a consulting company that started its activity in 1996. Since then, Invespromo has been involved in marketing, software & consulting, helping companies.Starting Price: $19 per month -
11
SIMON
SIMON Markets
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository. -
12
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
13
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
14
StoryPorts
StoryPorts
Explore content marketing features that will put hours back in your day. Automate your blog or news feed into real-time email alerts or daily / weekly / monthly digests. Trigger RSS emails to send from: Salesforce Marketing Cloud, Pardot or Mailchimp automatically. Concert Alerts, Weather Alerts, Product Notification, Competitive Listening and Social Digests are just a few of the marketing automation programs our clients have dreamed up. StoryPorts Smart Filters can “listen” to any digital channel or signal and trigger alerts, digests, reminders and notifications based on your custom rules. Set it and forget it! Marketing Automation shouldn’t be scary. Content Radar Approvals let any manager, stakeholder or legal team review and approve the content of a message before it sends. The entire approval process is automated, don’t require a login and only take two clicks from any device, anywhere in the world. -
15
Ortec Finance
Ortec Finance
Ortec Finance is a comprehensive solution designed to support advisors and clients in the advice delivery and monitoring process. It offers an integrated, holistic approach to goal-based financial advice, helping to better manage market uncertainties and minimize complexity for clients when making investment decisions. Its scalable goals-based solutions streamline the delivery of personal financial advice across an entire book of business. Its API structure enables easy integration with existing tech stacks, accommodating traditional, digital, or hybrid client interactions. By translating clients’ personal financial goals into suitable and optimal investment strategies using institutional-grade economic scenarios, it proactively monitors advice through the OPAL solution. Ortec Finance's solutions are accessible via APIs and a plug-and-play user interface, catering to advisors, wealth and asset managers, and more. -
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Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
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Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
18
Finaeo
Finaeo
Finaeo is a cloud-based digital assistance platform specifically created for financial advisors. Developed by Finaeo Inc., a Toronto-based company, this AI-enabled digital assistant and sales coach helps financial advisors in streamlining their systems and processes. Equipped with enterprise-grade features, Finaeo enables financial service organizations to have a complete control over their back-office administration and product mix and data, and client relationships.Starting Price: $79.00/month/user -
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DrumUp
DrumUp
Generate more leads from your social media channels. with an automatic content schedule, repeat posts, and relevant content suggestions. DrumUp mines through tons of content across the web in real time, and uses sophisticated algorithms to recommend fresh stories most relevant to your audience. DrumUp discovers and helps you share great content to your social media accounts so you can start meaningful conversations with your followers. DrumUp does all the heavy lifting so you don't have to. A smart workflow makes it a breeze for you to quickly review, create and publish posts to your social media followers. Add multiple accounts to your dashboard and tweak their settings to your liking. Monitor all of them in a single place to stay on top of your social media presence. Add, follow and curate updates from your favorite feeds. Link your blog updates to post on your Facebook, Linkedin, and Twitter accounts.Starting Price: $15 per month -
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HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
21
Curated
Curated
Grow your audience by collecting and sharing truly engaging content. Unleash your expertise. Until now, putting together a digest newsletter was time consuming. Curated lets you focus on the links and add your voice. You'll find the entire process effortless. Collect. Use the Curated bookmarklet to quickly and easily save any article you find interesting. When you come to assemble your issue you'll have a pool of content ready to curate from. Curate. Pick the best of the links you collected and put together your digest. Add your voice and opinion by writing a short paragraph under each link, add an image if you wish, and you're done. No hassles with templates. Your focus is always on the content. Publish. Hit publish and we'll produce a beautiful web site with fully searchable backissue archives, as well as a stunning email campaign. No need to worry about whether it looks good in any specific email client, we've got that covered. Open and click rates you won’t believe. -
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KBucket
Optimal Access
Plug and Play content hub for your website visitors to find branded, curated, social media, user-generated, or any type of content related to your business, your brand. Publish your latest marketing material (Blog Posts, Video, PDF files, Product info Pages) in one place and make it easy for your marketing to audit the information and for your salespeople to share it! Curate and comment on the News from your industry and share it with your clients and prospects. Use the curated news for your newsletters, or simply schedule and share it on one or more social channels. Demonstrate your thought leadership and help your community receive curated news with commentary from trusted sources! Welcome to the modern swipe file. A place where your marketers can quickly and easily save, comment, organize, and share great copy! Marketers and copywriters have been saving a great copy as inspiration and our multi-user content hub solution merges everyone's research in one place.Starting Price: $49 one-time payment -
23
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
24
Triberr
Triberr
Triberr is a marketing suite that helps bloggers and small business amplify their content, build online communities, and promote content all in one place. We're the one stop marketing system that works for every content creator. Join Triberr today. Learn how Triberr can amplify your content and improve your social presence. Multiply your reach by leveraging your tribe's audience. Discover shareable content from other bloggers and influencers. Establish relationships with key influencers to promote your content. Triberr imports your content into tribal streams for members to share to their audience. Return the favor by sharing other members' content to your social accounts. Actively participate in over 60,000+ tribes or manage your own. Promote content from tribemates and they'll return the favor.Starting Price: $20 per month -
25
Croesus
Croesus
User-friendly, high performance and innovative, our portfolio management solution Croesus Advisor features advanced tools to securely and efficiently manage client assets for wealth management advisors. Croesus Central provides straightforward, tailored, and seamless portfolio rebalancing. It is reliable and flexible to give you more time for client-facing activities and business development while ensuring compliance with client and regulatory constraints. Send financial data easily and securely using Croesus’s application programming interfaces (APIs). Croesus has been a standout provider in the wealth management industry since 1987. It’s no surprise then that so many brokerages and banks trust us in managing over 1 trillion dollars in client assets. Adapted to your reality, our products are extremely user-friendly without compromising performance or efficiency.Starting Price: $377 per month -
26
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
27
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
28
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
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Comarch Wealth Management
Comarch
Comarch Wealth Management is an integrated, multi-module platform which lets you give the finest investment advice to all your clients, no matter who they are, and how they change. Recommend next steps in minutes. Stay reachable. Build relationships that last. We've built our system to guide advisors and clients to the right investment decisions, step by step. No matter how many clients you have, which segment they belong to, or how experienced your advisors are, you will keep your service at the highest level. Better yet, it will take you less time than you think. It only takes a glance to have a full client investment picture - and that means you can give accurate recommendations within one meeting. Also, you'll be much easier to get in touch with. Think client app, online meetings, shared investment ideas, and more. But what really counts, is that you'll find it easier to keep your finger on the pulse. -
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AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
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ContentGems
ContentGems
ContentGems is a content discovery engine. Everyday, it scans hundreds of thousands of articles from the best online sources and presents you a stream of relevant and timely content. Monitor our massive database of news and blog feeds, or use your own custom collection of feeds. Use keywords, social signals, and other advanced filter settings to dial in on your preferred content. Use custom workflows to push curated content to multiple platforms at the same time. Keep Twitter, Facebook, and LinkedIn full of engaging content. Stay in regular contact with customers by providing a weekly email newsletter. Maintain a dynamic website or blog with timely curated content. Automatically notify your team or colleagues of company relevant content. Power your web or mobile app with content via our JSON REST API. Monitor and filter hundreds of thousands of new articles per day from leading and diverse news sites and blogs.Starting Price: $10 per month -
33
Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
34
CapIntel
CapIntel
CapIntel is a modern, cloud‑based proposal-generation and investment comparison platform tailored for enterprise wealth managers, financial advisors, and asset management teams. It features an intuitive drag‑and‑drop proposal builder that enables branded, interactive digital proposals—complete with customizable text, visuals, charts, and real‑time performance comparisons. Advisors can import client holdings, compare them against house or custom models, duplicate and adjust portfolios on the fly, and present findings live online or in person. Embedded compliance guardrails, automated tracking, and analytics ensure standardized workflows and transparency. It supports unlimited product comparisons, portfolio management tools (create, save, clone, manage models and contacts), and seamless integration of compliance and marketing materials. -
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BITA Risk
corfinancial
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition. -
36
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
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Advisor360°
Advisor360°
Improve automation and advisor efficiency with our unified digital wealth management platform. Deliver a more connected digital wealth management experience. Choose your main challenge and we’ll guide you to the right solution. Provide a complete and unified digital wealth management experience for your advisors. We provide complete and unified software to manage the digital wealth experience. Manage the wealth needs of all advisors and clients across all lines of business, from investments to banking to insurance, on a comprehensive platform that integrates with your existing technology footprint. Decisions and results cannot come from data that is inconsistent and disconnected. We leverage a proprietary approach to simplify and unify your data. Our intuitive applications speed up your time to market and empower smarter, faster decisions. We combine our deep wealth management and enterprise software expertise to deliver innovative solutions configured for your business. -
38
StoryStream
StoryStream
Seamlessly activate real content created by customers, experts, fans and influencers across your marketing. Grow brand engagement, trust and sales. Customers trust real content created by real people more than traditional marketing when deciding what to buy. Brands understand the potential power of user-generated content but how do they integrate it into their marketing in a seamless, scalable, and compliant way? That's why we created StoryStream. StoryStream solves the challenge of acquiring user-generated and other forms of high-impact, authentic content and seamlessly delivering it across the online buying journey. The result is increased engagement and sales at every step while creating a more trusted and real customer experience. The combination of our unique technology and expert support services set us apart. It's the reason why leading brands and retailers trust us to help them transform how they engage their customers. -
39
WealthERP
Ampsys Consulting Pvt Ltd.
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations. -
40
KaTang
KaTang
Social media content curation, scheduling, branding, and publishing, all for free. Content curation is a content marketing strategy that involves, processing and sharing content that was originally created by someone else. The problem with traditional content curation is that you lose your brand voice when sharing third party content. Our co-branding technology allows you to attach your branding to every piece of content you share. This way, you’ll always get the credit and recognition you deserve when sharing third party content. We believe that anyone, regardless of their influence or budget, deserves the opportunity to be rewarded for their wisdom and insight. Our technology allows anyone to be rewarded for sharing content without losing their brand voice or audience. We offer fully customized control over your brand and style. Simply upload a logo or avatar, set your header style, and choose your call-to-action. -
41
HighPeak
HighPeak
HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems. -
42
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
43
ReportWa
Hexaview
Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting. -
44
Performativ
Performativ
Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients. -
45
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
46
Social Animal
Social Animal
Social Animal is the swiss army knife of content marketing. Find and analyze top performing content for any topic or competitor. Find influencers who can amplify your content's reach. You’ve seen nothing like Social Animal’s Deep Insights before. For any keyword, see detailed analysis of how content performs once published. You’re taking advantage of analysis of a full year’s worth of content for any given keyword. Manually search and find content for any keyword sorted by popularity or setup keywords you care about and we’ll send you top performing content for your keywords in the last 24-hours right to your inbox. Our Influencer Search algorithm will find you real and relevant influencers for keywords you care about. Top authors are included, too. You can also see articles they authored or influenced sharing of.Starting Price: $41 per month -
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Objectway
Objectway
The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency. -
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Everypost
Everypost
Everypost makes it easy to pull together and sift through relevant multimedia content from different sources like YouTube, Instagram, Flickr and RSS feeds and publish it across all your social media platforms. Engaging visual content leads to more sharing and online discussion surrounding your posts. In addition to developing your own photos, videos and other visual content, it is a good idea to share relevant content from other sources on the web with your followers to augment your approach. Visual content is essential to a strong and effective social media strategy. Everypost makes it easy to curate visual content from a variety of sources, customize and schedule posts, and take greater control over your social pages. Our all-in-one publishing solution is the simplest and most convenient way to share multimedia content across multiple social platforms.Starting Price: $9.99 per month -
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3D Issue
3D Issue
3D Issue Content Curation Tool allows you to aggregate your online articles, publications, social content and email submissions in an auto-updating hub. Using 3D Issue’s Content Curation Tool, you can bring together content you have on websites, blogs, Twitter feed, YouTube account, Facebook, tumblr and more. Enable your audience to access all of your content streams from a single location and centralize that content into an auto-updating hub. Content hubs is an auto-updating content aggregation API that allows marketers to create niche micro-sites for specific segments of their market. Monitor content from any online website, blog, feed or social media platform. Our Content Aggregation Tool provides you with an instantaneous view of what’s trending. Our Content Curation Tool has fully open APIs & CRMs which allows our clients to easily absorb & position these tools as a service for their existing customer base.Starting Price: $75 per month -
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Presults
Presults
Presults is a modern compliance solution for SEC and FINRA- registered investment advisers. We help financial advisors by providing a cost-effective and intuitive solution for archiving client communications, including text messaging, social media, email, and websites. Presults allows advisors to proactively address potential compliance issues before they occur.Starting Price: $89 per month
