Investment Management Software

N

Nitrogen Wealth

B

AI

Quantify risk, align portfolios, and empower clients.

N

NDEX

AI

Data-driven insights for smarter investment decisions.

D

Digit

B

AI

Digit: Streamlining Portfolio Management for RIAs.

M

Magnifi

B+

AI

Magnifi: Investment data and analytics, simplified.

O

OnBoard

B+

AI

Digital Onboarding for Modern Investment Management.

W

Wove

B+

AI

Wove: Portfolio Management, Simplified and Integrated.

A

Adaptive

B+

AI

Investment Data & Analytics: Powering Smarter Decisions.

N

Nasdaq

B+

AI

Investment data and analytics to power informed decisions.

M

Morningstar Direct

A

AI

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

G

Goldman Sachs

B+

AI

Access Goldman Sachs' expertise and investment solutions.

B

Bita

B+

AI

Investment data and analytics for smarter portfolios.

E

Ethos

B+

AI

ESG and SRI investment management, simplified.

V

Vault

B+

AI

Alternatives management: Simplified due diligence, enhanced reporting.

R

Raymond James

C

AI

Raymond James: Integrated custodial platform for wealth management.

A

Amplify

B+

AI

Amplify: Powering Portfolio Management for RIAs.

D

Dimensional

B

AI

Data-driven investment analytics for optimal portfolio construction.

R

rMoney

B+

AI

rMoney: Unified Account Aggregation for Investment Management.

S

Summit

B+

AI

Summit: Streamlining Portfolio Management for RIAs.

I

Interactive Brokers

B+

AI

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

A

Axos

B

AI

Axos: Integrated custody and technology for RIAs.

T

Tolerisk

B+

AI

Quantify client risk. Build better portfolios.

A

Andes

B+

AI

Andes: Aligning investments with client risk profiles.

V

Venn

B+

AI

Data-driven investment analytics for superior portfolio construction.

C

CFRA

B+

AI

Independent investment research and data for informed decisions.

S

Stratifi

B+

AI

Risk-first investment management for modern RIAs.

A

Aroa

C+

AI

Investment data and analytics for smarter portfolio decisions.

A

AssetMark

B+

AI

AssetMark: Integrated platform for RIA growth and client success.

P

Plaid

A

AI

Securely connect to client financial data with Plaid.

V

VettaFi

C+

AI

Empowering investment decisions with data and analytics.

Z

Zephyr

B+

AI

Zephyr: Powering data-driven investment decisions.

Y

Yodlee

B+

AI

Yodlee: Secure account aggregation for smarter wealth management.

F

Financial AI

B+

AI

AI-powered investment insights for smarter portfolio decisions.

K

Kwanti

B+

AI

Data-driven investment analytics for smarter portfolio decisions.

T

TradePMR

B+

AI

Custodial platform empowering RIAs to grow and thrive.

O

Oritz

C

AI

Unlock deeper investment insights with Oritz.

F

FactSet

B+

AI

Investment Data and Analytics Powering Informed Decisions.

S

SmartX

B+

AI

SmartX: Powering Portfolio Management for Modern RIAs.

V

VantagePoint

B+

AI

Investment data and analytics for smarter portfolio decisions.

A

Apex

B+

AI

Apex: Streamlining Custodial Solutions for Investment Management.