Emerging Category

Client Engagement Software

31 tools analyzed across 7,044 RIA firms. 6.3% category penetration in our dataset.

Products

7,044

Firms Using

6.3%

Penetration

Graded

All Client Engagement Products

Sorted by Adoption

Riskalyze Online

B+

Quantify risk, align portfolios, and empower client engagement.

Adoption6,886 firms

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Advisor Websites (Responsive)

B+

Engage clients and grow your AUM with a modern website.

Adoption3,740 firms

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Zoom

B+

Zoom: Secure and reliable client communication for RIAs.

Adoption3,207 firms

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Responsive

Elevate client communication. Build stronger relationships.

Adoption2,497 firms

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Nevis

B+

Elevate client meetings. Strengthen relationships.

Adoption824 firms

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Improve

B+

AI-powered client engagement for modern RIAs.

Adoption620 firms

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Bookings

Simplify scheduling, enhance client engagement.

Adoption601 firms

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Focal

B+

Elevate client meetings. Deepen relationships.

Adoption571 firms

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Vega

B+

AI-powered client engagement for modern RIAs.

Adoption563 firms

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Grain

B+

Elevate client meetings. Strengthen relationships. Drive results.

Adoption511 firms

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MII

B+

Elevate client meetings. Drive deeper engagement.

Adoption462 firms

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Jump Technology

B+

Elevate client meetings. Drive advisor success.

Adoption389 firms

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Calendly

B+

Calendly: Streamline scheduling, optimize client engagement.

Adoption372 firms

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Meeting

B+

Elevate client engagement through better meetings.

Adoption359 firms

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Quin

B+

AI-powered client engagement for modern RIAs.

Adoption220 firms

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Wealthy

B+

Understand clients better. Improve investment outcomes.

Adoption138 firms

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Nexa

B+

Elevate Client Engagement. Drive Growth.

Adoption38 firms

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eTract

B+

Simplify client onboarding with automated data gathering.

Adoption28 firms

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Monarch

B+

Elevate client engagement with Monarch's intuitive portal.

Adoption24 firms

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WealthConnect

Connect with clients, grow your wealth practice.

Adoption21 firms

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Fathom

B+

Elevate client engagement with Fathom.

Adoption19 firms

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asset-map

B+

Visualize wealth. Engage clients. Grow your practice.

Adoption11 firms

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Acuity Scheduling

B+

Simplify scheduling, enhance client engagement.

Adoption10 firms

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Knudge

Nudge clients towards better financial decisions.

Adoption9 firms

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Hazel

B+

Elevate client meetings. Drive deeper engagement.

Adoption8 firms

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Zocks

B+

Elevate client meetings. Drive engagement.

Adoption4 firms

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StoryTeller

B+

Transform client engagement through data-driven storytelling.

Adoption2 firms

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Wavest

B+

Elevate Client Engagement with Wavest's Client Portal.

Adoption2 firms

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Entole

B+

Elevate client engagement with a modern portal experience.

Adoption1 firms

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FinLiti

Understand clients better. Improve investment outcomes.

Adoption1 firms

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VidAdvisor

Personalized video communication for stronger client relationships.

AdoptionN/A

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