Alternatives to Lumiant
Compare Lumiant alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Lumiant in 2026. Compare features, ratings, user reviews, pricing, and more from Lumiant competitors and alternatives in order to make an informed decision for your business.
-
1
Pointerpro
Pointerpro
Pointerpro (formerly Survey Anyplace) is a software platform to create your own online assessments questionnaires with auto-generated personalized reports. It helps you turn your expertise into a tool that delivers personalized advice at scale. Discover why companies like Capgemini, Eneco, EDF, and Bare International, and expert advisors, including consultants, coaches, HR professionals, and marketers worldwide use Pointerpro to automate the delivery of personalized advice. Whether your goal is to scale your advisory business, generate leads, or simply save time through automation, Pointerpro makes it easy. Seeing is believing. Start your 7-day free trial with all functionality enabled to experience how you can automate your advice delivery with Pointerpro.Starting Price: $33 per month -
2
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. -
3
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. -
4
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. -
5
Money Advice + CRM
Money Advice
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated. -
6
Marloo
Marloo
Marloo is an AI-powered assistant built specifically for financial advisers to automate and streamline the paperwork and administrative tasks that typically consume hours of time, allowing advisers to focus on client relationships and strategic work. It integrates with Outlook or Google Calendar and can join or record meetings across platforms like Teams, Zoom, Google Meet, and Webex to capture transcripts, identify speakers, and generate accurate, custom-templated file notes and summaries in the adviser’s own tone of voice in minutes rather than hours. Beyond automatic meeting notes, Marloo understands financial advice context and regulatory language, lets users ask questions across past client interactions and documents for instant answers, helps prepare for meetings with summaries of previous discussions, and generates follow-up emails, action items, and advice documents that align with firm templates and compliance needs.Starting Price: $99 per month -
7
Diagnostax
Diagnostax
When it comes to tax services for business owners, there’s often confusion over what exactly tax consultancy and advice is. Do you have the resource to define, price, market and deliver a sustainable tax advice & consultancy service for your clients? Define your tax services and the levels of tax advice & consultancy services for your client. Access resources to price your newly defined tax advice & tax consultancy service levels. Download templates and content to get more tax work engaged for and converted. Identify your clients tax advice needs & access the expertise to deliver the work. Diagnostax is a sustainable and profitable tax advice and consultancy service that integrates into your business. Our services, tools, products and tax experts cover the A-Z of tax advice and consultancy from engaging clients to talk about tax, to diagnosis of the tax advice they need, through to the delivery of the tax advice.Starting Price: $275 per month -
8
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
9
Greenwich AIM
Greenwich Associates
Companies around the world are introducing ESG and sustainability goals into corporate finance and treasury functions. As they do, corporate banks have a valuable opportunity to deepen client relationships and win new business by helping companies understand the role ESG can play in these functions and advising them on how to implement ESG standards. Faced with increasingly fast and complex markets and constrained by budget limitations, asset owners are asking their asset managers for insights, advice and enhanced levels of service. Asset managers are responding by enhancing client centricity to retain and attract clients in an increasingly competitive market. We are a leading global provider of strategic benchmarking, analytics and insights to the financial services industry. We are part of CRISIL (an S&P Global company), a leading global analytics company. -
10
Refernet
Refernet
A safe, secure and local online referral management system used by local Citizens Advice teams, Councils, Charities, Legal and Money advice services, Health care and Social Prescribing and more across the UK, which has been proven to pay for itself. Refernet enables referrals to be made securely between Advice Agencies and their partners, across their town, city or region. Refernet is GDPR compliant and reports on activity and outcomes. At Refernet we want the smallest of charities to be able to use Refernet, as well as the national organisations we work with. Our pricing is therefore based just as much on what you can afford as it is on the coverage you need, and how you plan to make use of the system. As well as our core user group who use Refernet in towns and Cities, we now have groups of Citizens Advice using Refernet to join referral activity together across whole boroughs and counties. -
11
SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
12
WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
13
Key@Work
KeyBank
Financial wellness is an important part of your employees’ well-being and the success of your business. So give them a no-cost benefit that helps them reach their financial goals, minimize stress and improve their productivity. When your employees are financially well, they know that minor emergencies or expenses won’t cause financial hardship. A better understanding of their budgeting options helps them build better financial habits, and keep making progress. Employees who are stressed about their finances are both less productive and in worse financial shape than other employees. We’ll provide educational sessions, right at the workplace. Choose from a wide-range of financial topics for these sessions, and we’ll set up a time that’s convenient for your business. Advice to help them get started on the path to financial wellness, and alerts and an insights to stay on track. We know it’s an ongoing journey, and we’ll be with them every step of the way. -
14
riskine
riskine
Insurance advice, rethought. Riskine develops digital solutions for advising your private and corporate customers on the basis of the latest AI and graph-based technologies. The products are suitable for self-service (portal, website, apps, ...) as well as for personal and remote advice to your customers. We have found that many people have no overview of their risks and financial needs . This makes it very difficult to understand and communicate personal needs for financial products. In addition, the specific added value of a hedging product is often not visible or understandable for customers at the time of the conclusion. The basis for good financial decisions is therefore not given. This not only leads to uncertainty, but also to the fact that some people do not even bother with their own insurance and provision and suppress the topic. Riskine makes the objective risks as well as the subjective wishes and needs of your customers visible and understandable. -
15
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. -
16
Count3r
Teller
Connect customers' online journeys to personal advice. Improve face-to-face, phone-, video- and chat advice with our platform. Connect journeys - from your website to personal advice. Use our simple JavaScript plug-in on your brand's website to anonomously track your visitors' journeys. The plug-in automatically connects these journeys to a personal advice conversation, either on location or by telephone. Insights from the online journeys are presented to your advisors via a customized app. Save advisors' time. Modern shopping is fueled by the internet, yet many sales associates are still disconnected. Count3r assists employees with vital product, sales, and store information on a tablet. Let your sales force become trusted shopping guides again, while selling up to 20% more. We enable advisors to sell more confidently to every customer, on every department, and more profitably. Boost conversion with exceptional customer experiences. Count3r blends the best of online shoppingStarting Price: $49 per month -
17
AdviceSheet
AdviceSheet
AdviceSheet replaces 360° performance reviews for your team. We built AdviceSheet out of frustration with 360 reviews that focus on number scores because they lack any usable actionable data, so we built a tool that elicits proper rich feedback to empower people to have conversations that matter. In AdviceSheet you'll find a set of 13 questions designed to draw out feedback on people's strengths and reveal any weaknesses and potential problems from a range of different perspectives in order to help an individual get better at what they do. AdviceSheet reports are packed with advice and generous thoughtful feedback that is really valuable. And best of all, they put the subject in charge of the process.Starting Price: $24 per month -
18
TriVice
Capri Healthcare
This system is an Artificial Intelligence assisted solution developed to minimize avoidable referrals and decrease direct dependence on the availability of specialist clinicians. This is a clinician-to-clinician, digital solution to process routine referrals into predetermined pathways of care, send feedback & tailored clinical advice to the referrer, as well as advice related to administrative tasks. Available on Mobile and Web app to the referrers, the referee, the admin staff and the patients. Smartphone coverage within the UK is 85% and message delivery is instant and trackable, providing the ideal channel to ensure patients and referrers access the triaging information. The solution is available as a Mobile App and also as a Web Portal. The system provides the following features: User Registration, secure login and User Administration Ability to configure clinical triaging pathways Ability to execute triaging based on pathways Ability to raise a patient caseStarting Price: £13,000/speciality/year -
19
Simplicitree
Simplicitree
When you simplify your financial planning you’re doing your best work, and when you do your best work your business will grow. How about instead of pitching the features and benefits of your products and services, deliver an interactive planning experience that tells a story about how your clients reach their destiny? Deliver an interactive experience and clear plans to improve every client meeting and close more business. Don’t miss out on referrals because clients can’t see your value. Customers love this easy-to-use, hands-on platform and are more likely to refer your firm when they have this tool at their disposal. Spend less time preparing for meetings and more time with the clients you’re meant to serve. Show clients the outcome of your investment recommendations, prove your advice is working, and build trust faster. Turn a prospect into a client within an hour with interactive real-time planning.Starting Price: $149 per month -
20
Pexip Engage
Pexip
More than just appointment scheduling software. Pexip Engage (formerly Skedify) helps in making client-facing advisors accessible and available. By offering a frictionless scheduling & video experience to enterprises that don’t sell their products or services online, but instead guide their customers with expert advice at the critical moments in their customer journey. The first optichannel meeting platform for engaging customer conversations. For medium-sized and large enterprises in Banking & Insurance, HR & Recruitment and High-Involvement Retail that don’t sell their products or services online, but instead guide their customers with expert advice at critical moments in their customer journey. Up to 90% of customers in these industries start their buying journey online. Pexip Engage helps organizations in making their advisors accessible, available and relevant by offering frictionless scheduling & video experience to their customers and making these conversations happen. -
21
Oracle Intelligent Advisor
Oracle
Oracle Intelligent Advisor helps service agents deliver the right advice to every customer. This decision automation solution empowers business users to configure rules, ensuring that responses are consistent and transparent to deliver efficient, personalized, and intelligent customer service. Let customers efficiently help themselves resolve both simple and complex issues. Provide personalized advice tailored to each person using intelligent online interviews. Give business users the power to configure advice, either through a web browser or a desktop development tool. Equip business users to establish and manage rules—without the need to engage a programmer. Easily create and deploy decision-making services in a web browser, eliminating the need to install and manage a desktop development tool. Centralize the custom application logic and easily share decision-making rules with stakeholders. -
22
OUTPRFRM
OUTPRFRM
We built OUTPRFRM to enable anyone to make money buying and selling stocks. And if you’ve ever felt that pang of anxiety or stress when thinking about investing, you are not alone. OUTPRFRM is designed to make investing more approachable and simplify your investing decisions by evaluating the past accuracy of the financial professionals giving the investing advice. We are the independent referees of investing advice, here to clear out all the noise and direct you to the best sources. We collect financial analyst predictions about the movement of a stock price. We compare the predictions to the actual movement of the stock price. We give analysts a score based on the accuracy of their predictions. Accuracy is something we can all understand and it allows you to quickly identify advice you should listen to and advice you should ignore.Starting Price: $15 per month -
23
Givitas
Give and Take
Givitas gives employees and customers equal access to the collective intelligence of peers. Givitas is a is a new kind of social network that focuses solely on exchanging help, advice, connections, and introductions. Therefore there are no selfies, political rants, anonymity, or snark. Givitas encourages members to share knowledge and connect. As a result, engagement, loyalty, and connection increase. Givitas connects investors, founders, entrepreneurs, portfolio companies, and business leaders. Members exchange virtual help, advice, introductions, and more, building stronger relationships while saving time and money. Givitas is a kinder, gentler network. We create communities fueled by generosity, trust, gratitude, and empathy. Members exchange help, advice, introductions. In doing so, they build engagement and loyalty to your brand and content. Givitas is a safe place to ask for what you need. It’s filled with generous people who want to help. -
24
NVISO
NVISO
NVISO is a global leader in human behaviour artificial intelligence (AI) software serving manufacturers of user-centric products and services worldwide. Globally deployed and validated human behaviour AI technology with high accuracy for key applications in making autonomous vehicles (e.g. Tesla EVs) safe with interior monitoring, patient monitoring for remote tele-medicine in healthcare/ robotics, and intelligent devices for smart homes. Enabling financial advisors to provide best interest advice with scientifically validated tools which detect and help manage client behaviours. Enhancing the safety, security, and comfort of connected and autonomous vehicles with advanced driver and occupant detection, authentication, and monitoring. Empowering medical professionals with intelligent patient monitoring to drive better patient outcomes while improving efficiency in aged-care homes and hospitals. -
25
AdviceWorks
Cetera Financial Group
Your time is your most valuable asset, and our platforms protect it. With productivity enhancers and easy-to-use interfaces, these tools help you do what you need so you can spend more time on what you love. Stay in sync with clients on their objectives, financial strategies, and overall progress at any time, from any device. By linking all your clients’ accounts and assets, AdviceWorks helps you uncover insights and hidden potential in your book of business and take a more personalized approach to supporting your clients’ priorities. AdviceWorks also makes it easier to more closely collaborate with your team, helping you create an even stronger client experience. -
26
PACTA
PACTA
Assistance and advice services for individuals and professionals. IT advise and assistance, strategy advice for companies, SEO (SEO), cybersecurity and protection against the risk of fraud. Whether it is to protect your files, your personal data against the risks linked to cybercrime or to restore deleted files, we take care of your requests for rapid online interventions adapted to your budget. No need to be an influencer to become a victim of cybercriminals who are interested in your bank account, your assets, your personal data. We have specialized in cybersecurity since 1999. We offer services tailored to your needs, based on our experience in business life, but above all in risk prevention and investigation.Starting Price: $79 per user per month -
27
Flybits
Flybits
Flybits empowers banks to engage an audience of one, at scale. Through our leading customer experience platform, you can deliver data-driven, personalized recommendations and advice, inside your mobile app or website. Create value beyond your financial assets, and inspire your customers to live their best lives. We’ve created the most powerful way for the world’s top banks to interact with their customers on mobile, transforming data into valuable recommendations and business outcomes, faster than anyone else. With our My Bank collection of modules, any business unit from cards to loyalty, can launch experiences in minutes at scale, while protecting their customer’s privacy, and evolving a bank’s digital channels into a destination that builds trust. The most powerful way of connecting and supporting your customers using contextual data; making your mobile channels a destination that builds trust. -
28
VisiRule
Logic Programming Associates Ltd
VisiRule is an easy-to-use Low-Code No-Code tool which lets subject matter experts such as lawyers, tax advisors, doctors, medical professionals, engineers etc rapidly define and deliver intelligent advice and troubleshooting guides using decision tree flowcharts. Once built, these charts can be deployed in a single click as self-service web applications, or client side HTML pages or as Intelligent ChatBots. VisiRule converts specialist expertise into smart AI solutions to triage complex problems, make recommendations, enforce actions and can generate bespoke documents. Use VisiRule to quickly build systems to handle those common but non-trivial enquiries and computations that staff have to spend time on, and customers need solving, in a cost-effective way. This frees staff to focus on the more difficult tasks, and empowers clients with instant access to high-quality advice anywhere, anytime.Starting Price: $995 -
29
Complii
Complii
Web-based compliance solution, designed to automate, check and process compliance obligations and protect AFSL's, Stockbrokers, Advisors and clients. Complii compliance software. What does Complii do? Complii is a secure digital platform that removes the need for paper based compliance. This customizable software has been designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. Complii automates functions such as sending ROA's/SOA's emails based off client profiles, 708 8 expiry register, FOFA FDS letter auto-generation and electronic opt-in, online client profiles updates, disclosures, breach register, Chinese walls, internal compliance and much more. Outstanding Advice. Complii can be on an advisors desktop, and/or provide a holistic organisations view to compliance of all outstanding orders requiring advice and action to be taken. Digital Document Storage. Complii provides a digital document storage solution. All documentation -
30
Altruist
Altruist
Deliver better financial advice, easier. Manage your business smarter, quickly open accounts, and give clients a beautiful experience. Open accounts online in minutes. Build custom model portfolios with ease. Trade fractional shares commission-free. Rebalance automatically (set it and forget it). Investing & reporting, together at last. Really affordable. First 100 client accounts free and just $1/account each month after. Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply.Starting Price: $1 per month -
31
iRecall
Virtual Recall
iRecall®, is now one of the world’s leading client communication platforms, helping to extend vets’ personal advice and care beyond the practice door to their millions of clients and animals. It provides automated, targeted and uniquely personalised content through a range of reminders, educational campaigns and surveys throughout the customer journey. iRecall®: Engage, Remind, Review * Engage:Timely education and advice so pet owners become active partners in their pets health. Create your own marketing campaigns or use our library of templates. * Remind: A suite of deceptively simple text, email and postal reminder services to book, apply or re-purchase treatments and services. Remind 100% of clients 100% of the time * Review: Responsive surveys providing immediate client feedback, generating positive online reviews. -
32
Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
33
focus:360 adviser
Focus Solutions
focus:360° connects the different elements of your business, internally and externally, giving you a single omni-channel distribution platform, it is a true financial distribution enabler. It delivers the underlying functionality that is shared by our core products, focus:adviser, focus:client, focus:broker and now:advise, each of which have been designed to support specific distribution channels. focus:adviser is a regulated sales automation solution that supports multiple distribution channels across the full range of financial products and client needs. It improves productivity levels by freeing up advisers’ time (up to 68% in some cases), and can increase the quality and audit of advice, some of our customers have seen first-time case checking success jump from 45% to 100%. At its heart, focus:adviser is built on focus:360°. Configured to suit your business, focus:adviser gives you the client management and financial planning functionality needed to connect with. -
34
Yeymo
Yeymo
Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. We are glad you are here, and we would love to have a chat. Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. -
35
Hio
Hio Social
Fully brandable & customizable to reflect your brand personality. Seamlessly create a networking hub right over your event site! Hio Hovr is a simple plug-in (patent-pending technology) that brings your website to life by connecting your site visitors for real-time gatherings. In under one minute you can transform your site into a center of activity, exchanging ideas, advice, and information. You select branding and configuration options that best represent your company. Simply add the snippet to your code and transform your existing site into a social hub. Site visitors engage in networking & live chat and we send all the data back to you. Visitors can easily exchange advice, ideas, & information. Site visitors can make real-time connections around shared interests. Using our API's and integration tools, you can dynamically create Hovrs and even utilize your own sign in forms using our Seamless Sign-On.Starting Price: $3 per guest per event -
36
Catchlight
Catchlight
Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors. -
37
VideoMyJob
Videomyjob
Create authentic videos to attract talent and engage employees with the award winning video platform for teams. The most effective video platform for bringing your employer brand to life. Communicate your employee value proposition with authentic videos created by your own employees. Show your ideal candidate the possibilities of the role and the benefits of your workplace with insightful video job ads, employee interviews and personalized candidate communications. Put the human back into your onboarding process. Easily create videos for everything from how to accept an offer, to team introductions and day one advice. Keep your employees engaged and motivated with real-time authentic video communications; executive updates, product launches, team events and training. -
38
Canecto
Canecto
Automate your Web Analytics. Canecto is the smart alternative to hiring a digital agency or doing analytics yourself. Understand how your site generates business to you, and what your best improvement options are: - Advice on your best site improvement options - Suggestions on how to increase conversions - Basis statistic on your site's performance You do not need to spend time on web analytics or need to learn complicated tools. Advice, recommendations, insights and data You will get a web consultancy report that tells you what options you have to get more conversions. The report gives you specific advice on how to improve your site, backed with data. In this way, you do not need to have an analytics skillset or outsource core elements of your company. Canecto makes you drive your business in a true data-driven manner.Starting Price: $14.00/month -
39
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
40
Fishbowl
Fishbowl
Join others in your industry and company to get helpful advice from colleagues and coworkers. Fishbowl is a professional networking platform that enables users to connect and engage in discussions within their industry or company. It offers a space for professionals to ask questions, share experiences, and seek advice, either anonymously or with varying privacy settings. Users can join or create communities, known as "bowls," based on specific industries, companies, or interests, facilitating genuine conversations with verified professionals in similar roles. The platform features live audio events and chats, allowing direct interactions with industry leaders and peers. Fishbowl supports networking by enabling direct messaging and connections with professionals across various fields. It is accessible via mobile applications on both iOS and Android devices, providing a user-friendly interface for seamless engagement.Starting Price: Free -
41
SmartDollar
Ramsey
Employees living paycheck to paycheck is hurting your business. Stop the cycle with SmartDollar, Dave Ramsey's employee financial wellness program. SmartDollar is an employee financial wellness program from Dave Ramsey. Following the 7 Baby Steps, your employees will learn how to stick to a budget, get out of debt, save for the future, and retire with confidence. SmartDollar includes engaging content and a full set of tools to help your employees make actual progress with money, not just live paycheck to paycheck. By focusing on one goal at a time, employees get quick wins and build momentum to move through the plan and make lasting changes. You’ll get a dedicated client service representative to help you roll out SmartDollar to your employees, a personalized client portal called SmartCenter to track your employees’ progress, and tailored promotional materials and contests to help you increase participation. -
42
Enrich Financial Wellness
Enrich
The Enrich financial wellness program can be customized to meet your company's goals, from decreasing employee stress to 401(k) participation. Includes robust real-time reporting to show ROI and provides your employees with instant access to financial experts via phone or live chat. Empowered by our success with financial literacy in higher education, the folks at iGrad are excited to bring financial wellness education to a much wider audience with Enrich. In launching Enrich, we leveraged our financial literacy expertise and award-winning platform to offer a product tailored to the unique needs of consumers, as well as the broader marketplace. We are pleased to partner with financial institutions, employers, and financial advisers to offer financial wellness that works. Our entire company is 100% focused on improving financial capability. We are not a subsidiary of a larger company or an organization trying to reinvent ourselves. -
43
FIDUCIAL
FIDUCIAL
FIDUCIAL offers you turnkey solutions to help you be more efficient in your business. Our strong local network of 780 agencies guarantees you local support throughout France. We carefully develop our expertise to offer you services with real added value. We have developed specific sector knowledge to better advise our clients. Rigor, respect for commitments, security and confidentiality are at the heart of our working methods. Are you a building craftsman? Do you want an advisor close to you, who understands the specificities of your profession? For more than 40 years, FIDUCIAL has supported building craftsmen and offered them local advice through our network of agencies throughout France. We offer you the know-how of business experts with more than 15,000 building customers and solutions to efficiently manage your activity and develop your profitability. -
44
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
45
FinFit
FinFit
We offer our holistic financial wellness program at a fraction of the cost of traditional benefits. The financial wellness benefit platform has transformed thousands of lives & helped our customers separate themselves from the competition. FinFit’s financial wellness program helps employers boost workplace productivity while attracting and retaining talent in this hyper-competitive job market. FinFit has grown to be one of the nation’s largest financial wellness benefits servicing over 185,000 clients. FinFit provides a self-directed online experience that lets employees measure their financial well-being and provides fun, educational resources and tools to increase their financial knowledge and drive results. FinFit helps to eliminate stress in the workplace by providing real-time solutions that offer real-world help when it is needed most. FinFit is a powerful way for employers to attract and retain talent by helping employees get focused, get healthy and become more productive. -
46
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. -
47
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
48
ShortAlgo
ShortAlgo
Users are provided a time-saving market-tested (back-tested in live trading) algorithm, clearly indicating buy and sell signals based on a combination 15 unique metrics. Simplified trading strategies for users to easily navigate opportunities and out-perform the market consistently. We actively monitor the market for trading ideas and our team of analysts post hundreds of charts daily for your consideration. ShortAlgo is not a Registered Investment Advisor, Broker Dealer or a member of any association for other research providers in any jurisdiction and we are not licensed to give financial advice. Trading in financial securities is highly speculative and carries an extremely high degree of risk.Starting Price: $67 per month -
49
MyEva
MyEva
We were approached by ITN Productions and the Personal Finance Society to talk about the importance of financial wellbeing in the workplace, together with an employer (and employee) experience of MyEva: a digital financial expert for every employee. In these difficult times, financial wellbeing has never been more important. MyEva will help your employees think about how to take control in the now and develop a mindset to feel empowered to realise their future dreams, whatever they may be. Improving financial wellbeing is about setting personal goals, for your life today, and the life you want to have in the future - a clear, easy path to follow. Not everyone is familiar with 'finance speak'. We care more about the feeling that financial security brings; living stress free, spending more time with loved ones, creating memories and having peace of mind. -
50
Health Dialog
Health Dialog
Whether seeking treatment for a common cold or a chronic condition like diabetes or heart disease, when people are sick or have a family member facing illness, they often have questions, concerns, or could use guidance to ensure they understand and are able to adhere to their treatment. Health Dialog offers a suite of personalized population health solutions that address these issues and empower your members to improve their whole-being health, while reducing overall costs. Our healthcare experts provide one-on-one health coaching through personalized outreach to help identified members better manage their chronic conditions, such as asthma, diabetes and heart disease. We identify members at-risk for nonadherence, determine the best method for engaging them, and educate them to encourage ongoing medication-taking behavior. Give your members 24/7 access to a live registered nurse who can provide clinical advice, refer services, impart skills and provide relevant educational materials.
