Financial AdvisorTech Solutions Map

kitces.comOctober 2021 | Latest version available at: kitces.com/fintechmap

Financial AdvisorTech Solutions Map

DOCUMENT MANAGEMENTE-SIGNATURE

SCHEDULE APPS

BEHAVIOR ASSESSMENTS

SPECIALIZED PLANNING

= Category Newcomer

CLIENT PORTAL

ACCOUNT AGGREGATION

LOGICLY

= Enterprise

SOCIAL MEDIA ARCHIVING

FINANCIAL PLANNING

MANAGED SERVICE PROVIDERS

PERFORMANCE REPORTING

ALL-IN-ONE

CLIENT NOTE TAKING

PLAN MONITORING COMPLIANCE

RISK TOLERANCE

INVESTMENT DATA/ANALYTICS

ADVISORYFEE BILLING

DIGITAL MARKETING

CRM

STRESS TESTING

ADVISOR LEAD GEN

BUSINESS INTELLIGENCE/METRICS

CLIENT SURVEY/FEEDBACK

PORTFOLIO MANAGEMENT

BUSINESS SYSTEMSSUPPORT

CLIENT DATAGATHERING

FORMS MANAGEMENT

CLIENT FILE SHARING

MIND MAPPING

ADVICE SUPPORT

RETIREMENT

ESTATE

LEGACY

TAX

STUDENT LOAN

OTHER

DIGITAL ONBOARDING

PLANNING LIGHT

CUSTODIAL PLATFORM

REBALANCING ONLY

ESG/SRI

CRM OVERLAYS

Windham Labs

401(K) IMPLEMENTATION

PORTFOLIO VISUALIZER

https://www.riskalyze.com/

http://www.datapoints.com/

http://www.datapoints.com/

https://www.pocketrisk.com/

https://www.totumrisk.com/

http://www.riskprofiling.com/

https://riskproadvisor.com/

https://finmason.com/

https://www.tolerisk.com/

http://www.capitalpreferences.com/

https://advicepay.com/

http://www.redi2.com/billfin/

https://www.advisormetrix.com/

https://www.3xequity.com/

https://advisorclarity.com/

https://info.folioinstitutional.com/

https://harvestsw.com/

https://www.blackrock.com/investing

https://www.betterment.com/advisors/

https://www.marstone.com/

https://www.truenorthnetworks.com/

https://www.itegria.com/

http://www.rightsize-solutions.com/

https://www.fcicyber.com/

https://www.myplanmap.com/

https://www.asset-map.com/

https://www.mindmeister.com/

https://www.touchstonepathway.com/

https://precisefp.com/

http://www.laserapp.com/

https://snappykraken.com/

https://hearsaysystems.com/

https://gainful.ly/

http://www.riainabox.com/

https://www.smart-ria.com/

https://calendly.com/

https://www.timetrade.com/

https://www.scheduleonce.com/

https://youcanbook.me/

https://www.docupace.com/

https://www.netdocuments.com/en-us/

https://www.worldox.com/

https://www.laserfiche.com/

https://www.docusign.com/

https://www.hellosign.com/

https://acrobat.adobe.com/us/en/sign.html

https://rightsignature.com/

https://www.fi360.com/

https://www.morningstar.com/products/direct?cid=RED_DIR0001

https://www.morningstar.com/products/cloud/office?cid=CON_OFF0002

http://advisoryworld.com/

https://www.factset.com/

https://www.bloomberg.com/professional/solution/bloomberg-terminal/

http://www.styleadvisor.com/



https://www.chaikinanalytics.com/

https://kwanti.com/

https://ycharts.com/

https://www.portfoliovisualizer.com/

https://www.macrorisk.com/

https://hiddenlevers.com/

https://www.rixtrema.com/

http://www.reged.com/

https://www.erado.com/

https://www.smarsh.com/

https://www.pagefreezer.com/

https://www.globalrelay.com/

http://messagewatcher.com/

https://financialdna.com/

https://www.circleblack.com/

https://www.wealthaccess.com/

https://emoneyadvisor.com/

https://www.sharefile.com/

https://www.comconnectfilesync.com/

https://www.egnyte.com/

https://www.dropbox.com/

https://www.box.com/home

http://byallaccounts.morningstar.com/


https://plaid.com/

https://www.yodlee.com/

https://www.broadridge.com/financial-services/wealth-management/wealth/enhance-client-experience-with-dynamic-advisor-tools/data-aggregation-and-financial-reporting

http://www.tdainstitutional.com/lp/irebal.page

https://www.lifeyield.com/

https://www.orionadvisor.com/

http://www.redblacksoftware.com/

https://www.tamaracinc.com/

https://main.yhlsoft.com/main/index.html

http://www.advisorengine.com/

https://www.moneyguidepro.com/ifa/

https://www.rightcapital.com/

https://www.moneytree.com/

http://www.cheshire.com/

https://maxifiplanner.com/

http://www.execplan.com/


http://firstrate.com/

https://www.tamaracinc.com/

https://main.yhlsoft.com/main/index.html

http://www.finfolio.com/home

http://www.capitect.com/?gclid=EAIaIQobChMI3Jbd-tTJ2gIVB5JpCh0jAAHwEAAYASAAEgK9Y_D_BwE

https://www.blueleaf.com/

https://www.albridge.com/

http://assetbook.com/

https://www.panoramixfinancial.com/

https://addepar.com/

https://www.protracker.com/

http://www.junxure.com/

http://www.wealthbox.com/

https://www.salesforce.com/

https://www.ebix.com/

http://corporate.redtailtechnology.com/

https://www.salentica.com/

http://www.appcrown.com/

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IeZFEA0

https://www.kitces.com/fintechmap/

https://www.kitces.com/

https://www.bucketbliss.com/

https://www.ssanalyzer.com/site/index.php

http://www.covisum.com/social-security-timing

https://www.incomesolver.com/

https://www.retirementanalyzer.com/

https://www.retireup.com/

https://www.incomeconductor.com/

http://annuitycheck.com/

https://www.lifesite.co/

https://yourefolio.com/

https://www.genivity.com/

https://www.everplans.com/

https://tax.thomsonreuters.com/cs-professional-suite/planner-cs/

https://www.bna.com/

http://www.covisum.com/tax-clarity

https://www.efcplus.com/

https://www.i65.com/

https://www.maxmyinterest.com/

https://us.dimensional.com/

https://www.os33.com/

https://www.specialneedsmap.com/

https://www.truelytics.com/

http://www.investedge.com/

https://www.vestmark.com/

http://www.quickforms.com/index.aspx

https://www.bettermentforbusiness.com/

https://nextcapital.com/#/

http://vestwell.com/

http://www.skience.com/

https://practifi.com/us/

http://patrina.com/

https://www.futurevault.com/

https://www.aqumulate.com/

https://whealthcareplan.com/

https://www.wishlife.com/

https://www.timelineapp.co/

https://www.bigpicapp.co/

https://www.roladvisor.com/

https://www.sigfig.com/site/#/home/am

https://www.smartleaf.com/

http://instreamwealth.com/

https://www.advicentsolutions.com/en/products/profiles

https://blazeportfolio.com/

http://www.arconstech.com/product/billport/

https://agreementexpress.com/

http://atariskstation.com/

https://www.investcloud.com/

https://www.cslatechnology.com/

https://www.loanbuddy.us/

https://www.legacyshield.com/en/

https://www.ndexsystemsusa.com/

https://hyperchatsocial.com/

https://www.efilecabinet.com/

https://maximizemysocialsecurity.com/advisors

https://www.wealthtec.com/

https://lifearcplan.com/

https://www.mywealthtrace.com/

https://www.stockopter.com/

https://zoefin.com/

https://smartasset.com/financial-advisor/about

https://www.feeonlynetwork.com/

https://www.wiseradvisor.com/

https://advisys.com/

https://www.payitoff.io/

https://payfored.com/

https://www.koyfin.com/

https://www.copytalk.com/ct

https://mobileassistant.us/

https://www.lifestageinsights.com/

https://fmexdirect.com/

https://www.broadridge.com/financial-services/wealth-management/wealth/enhance-advisor-marketing/

https://onpointeriskanalyzer.com/

https://www.morningstar.com/products/cloud/risk-model

https://www.emotomy.com/emotomy/

https://acuityscheduling.com/

https://www.mystockoptions.com/

https://www.useanvil.com/

https://www.harnesswealth.com/

https://newpublic.cfraresearch.com/

https://www.absoluteengagement.com/client-insights

https://www.nexainsights.com/

https://www.wealth2k.com/retirement-income-software

https://www.advisorstream.com/

http://blackdiamond.advent.com/

https://www.veriday.com/

https://getbenjamin.com/

https://advisorpeak.com/

http://www.baysystech.com/billing.php

https://myperfectfinancialadvisor.com/home

https://realwealthmarketing.com/

https://myfactore.com/

https://aivante.com/

https://www.taxtools.com/products_tt.aspx

https://knudge.com/

https://www.morningstar.com/products/goal-bridge

https://www.holistiplan.com/

https://wealthtender.com/

https://fmgsuite.com/

https://andeswealth.com/

https://www.riskalyze.com/autopilot

https://cobutler.com/

https://fiduciaryshield.bidmoni.com/

https://www.journeyguideplanning.com/

https://onpointeriskanalyzer.com/

https://studentloaneliminator.net/

https://www.cashflowmapping.com/

https://smartkx.io/

https://seismic.com/

https://www.collegiatefundingsolutions.com/index.html

https://collegeaidpro.com/

https://leadpilot.io/

https://www.indyfin.com/

https://www.advisor360.com/

https://www.d1g1t.com/

https://www.stratifi.com/

https://fusioniq.io/

https://www.nrs-inc.com/technology/compliancemax/

https://getelements.com/

https://www.fppathfinder.com/

https://pulse360.com/

https://www.justvanilla.com/

https://www.schwabpt.com/schwab-advisor-portfolio-connect

https://www.etnasoft.com/digital-advisor/

https://www.creativemass.com/

https://incomelaboratory.com/

https://fpalpha.com/

https://advicesystems.com/intelligent-decision-tools/

http://www.rowboatadvisors.com/

https://www.portformer.com/

https://riaexecutorassist.com/

https://bitsyadvisor.com/

https://plantechhub.com/

https://lifeworksadvisors.com/technology/

https://www.myhubly.com/

https://www.investingyou.com/

https://sidedrawer.com/

https://www.albridge.com/capabilities/data-management

https://www.forwardlane.com/

https://www.myclout.com/

https://magnifi.com/

https://www.indataipm.com/technology/

https://www.askfinny.com/

https://conga.com/workflow-automation-software/business-process-automation-insights/conga-orchestrate

https://www.moneyquotient.com/

https://positivly.com/

https://www.55-ip.com/

https://www.equisoft.com/products/advisor-crm-connect

https://www.thesevengroup.com/

https://www.wealthcaregdx.com/financial-advisors/goals-based-wealth/

http://www.ionlake.com/myrepchat/

https://www.nestwealth.com/

https://www.investcloud.com/

https://logicly.finance/

https://www.act-analytics.com/

https://www.windhamlabs.com/products/windham-portfolio-advisor.html

https://www.bridgeft.com/

https://clearingcustody.fidelity.com/app/item/RD_9889576.html

https://www.lpl.com/join-lpl/managing-your-business/tech-capabilities-and-offerings/clientworks.html

https://www.pershing.com/netx360/

https://www.rbcclearingandcustody.com/

https://seic.com/solutions/enterprise-wealth-management-services-private-banking-organizations

https://www.tradepmr.com/home

https://equipt.advisorgroup.com/

https://www.adviceworks.net/

http://softpak.com/

https://www.smartxadvisory.com/

https://conga.com/

https://www.redoakcompliance.com/

https://www.poweradvisortools.com/services

https://altruist.com/

https://www.objectway.com/portfolio-mgmt-advisory/?lang=en/

https://www.profilesw.com/en/axia-cloud.php

https://www.tradingfront.com/

https://canvas.osam.com/

https://www.cgi.com/en/banking-capital-markets/wealth-management

https://www.crd.com/markets/wealth-management/

https://www.comarch.com/finance/banking/comarch-wealth-management/

https://www.croesus.com/

https://www.fisglobal.com/capital-markets-solutions/investment-management-and-servicing/wealth-and-retirement/wealth-management

https://www.fi-tek.com/wealth-management-firms

https://www.finartis.com/wealth-management/

https://www.myvest.com/solutions/

https://www.advent.com/solutions/axys/

https://www.schwab.com/intelligent-portfolios

https://www.advicentsolutions.com/products/naviplan

https://www.refinitiv.com/en/products/eikon-trading-software/wealth-management

https://www.refinitiv.com/en#

https://www.broadridge.com/financial-services/wealth-management/

https://www.nasdaq.com/solutions/nasdaq-dorsey-wright-stock-market-equity-investment-research-company

https://www.planwithvoyant.com/content/en_US_2/index.html

https://www.everpresent.love/

https://www.assetmark.com/

https://www.reachstack.com/

https://financialadvisorally.com/

https://www.kubera.com/financial-advisor-wealth-manager

https://fusionnetix.com/

https://www.intelliflo.com/us/solutions/intelliflo-portfolio

https://presults.com/

https://centsai.com/centsaione

https://www.feex.com/en/solutions?section=Held_away_account_trading_and_management

https://yourstake.org/

https://www.summitas.com/

https://speakwrite.com/industries/financial-transcription-services/

https://www.axosadvisorservices.com/

https://partners.planswell.com/advisors

https://www.bill.com/wealth-management

https://www.riskalyze.com/trading

https://circleblack.com/

https://advicechaser.com/

https://advisorservices.schwab.com/

https://www.ssginstitutional.com/

Documents

Financial AdvisorTech Solutions Map