Investment Management Software

N

Nitrogen Wealth

B

Quantify risk, align portfolios, and empower clients.

N

NDEX

Data-driven insights for smarter investment decisions.

D

Digit

B

Digit: Streamlining Portfolio Management for RIAs.

M

Magnifi

B+

Magnifi: Investment data and analytics, simplified.

O

OnBoard

B+

Digital Onboarding for Modern Investment Management.

W

Wove

B+

Wove: Portfolio Management, Simplified and Integrated.

A

Adaptive

B+

Investment Data & Analytics: Powering Smarter Decisions.

N

Nasdaq

B+

Investment data and analytics to power informed decisions.

M

Morningstar Direct

A

Investment data, analytics, and insights to power better decisions.

G

Goldman Sachs

B+

Access Goldman Sachs' expertise and investment solutions.

B

Bita

B+

Investment data and analytics for smarter portfolios.

E

Ethos

B+

ESG and SRI investment management, simplified.

V

Vault

B+

Alternatives management: Simplified due diligence, enhanced reporting.

A

Apex

B+

Apex: Streamlining Custodial Solutions for Investment Management.

R

Raymond James

C

Raymond James: Integrated custodial platform for wealth management.

D

Dimensional

B

Data-driven investment analytics for optimal portfolio construction.

S

Summit

B+

Summit: Streamlining Portfolio Management for RIAs.

A

Amplify

B+

Amplify: Powering Portfolio Management for RIAs.

R

rMoney

B+

rMoney: Unified Account Aggregation for Investment Management.

I

Interactive Brokers

B+

Interactive Brokers: Global access, powerful trading, RIA-focused.

A

Axos

B

Axos: Integrated custody and technology for RIAs.

T

Tolerisk

B+

Quantify client risk. Build better portfolios.

V

Venn

B+

Data-driven investment analytics for superior portfolio construction.

A

Andes

B+

Andes: Aligning investments with client risk profiles.

C

CFRA

B+

Independent investment research and data for informed decisions.

S

Stratifi

B+

Risk-first investment management for modern RIAs.

A

Aroa

C+

Investment data and analytics for smarter portfolio decisions.

P

Plaid

A

Securely connect to client financial data with Plaid.

A

AssetMark

B+

AssetMark: Integrated platform for RIA growth and client success.

Z

Zephyr

B+

Zephyr: Powering data-driven investment decisions.

Y

Yodlee

B+

Yodlee: Secure account aggregation for smarter wealth management.

K

Kwanti

B+

Data-driven investment analytics for smarter portfolio decisions.

V

VettaFi

C+

Empowering investment decisions with data and analytics.

F

Financial AI

B+

AI-powered investment insights for smarter portfolio decisions.

T

TradePMR

B+

Custodial platform empowering RIAs to grow and thrive.

O

Oritz

C

Unlock deeper investment insights with Oritz.

S

SmartX

B+

SmartX: Powering Portfolio Management for Modern RIAs.

F

FactSet

B+

Investment Data and Analytics Powering Informed Decisions.

V

VantagePoint

B+

Investment data and analytics for smarter portfolio decisions.