The following list of wealthtech resources for advisors is referenced from a prior Michael Kitces Financial Advisor Fintech Solutions Map.
We hope you find this information helpful.
RISK TOLERANCE WEBSITE
ATA Riskstation – https://atariskstation.com/
Capital Preferences – https://www.capitalpreferences.com/
Data Points – https://www.datapoints.com/
Finametrica – https://www.riskprofiling.com/
Financial DNA – https://financialdna.com/
Finmason – https://finmason.com/
IPS Advisor Pro (website N/A)
Morningstar Global Risk Model – https://www.morningstar.com/products/cloud/risk-model
OnPoint – https://onpointeriskanalyzer.com/
PocketRisk – https://www.pocketrisk.com/
Riskalyze – https://www.riskalyze.com/
Riskpro – https://www.riskproadvisor.com/
Tolerisk – https://www.tolerisk.com/
Totum Risk – https://torumrisk.com/
FEE PAYMENTS WEBSITE
AdvicePay – https://advicepay.com/
ADVISORY FEE BILLING WEBSITE
Billfin – https://www.redi2.com/billfin/
Billport – http://www.arconstech.com/products/billport/
BaySystech – http://www.baysystech.com/billing.php
SmartKX – https://smartkx.io/
BUSINESS INTEL/METRICS WEBSITE
3X Equity – https://www.3xequity.com/
Advisor Metrix – https://www.advisormetrix.com/
Advisor Clarity – https://advisorclarity.com/
Truelytics – https://www.truelytics.com/
CLIENT SURVEY/FEEDBACK WEBSITE
Client Insights – https://www.absoluteengagement.com/client-insights
Nexa Insights – https://www.nexainsights.com/
INVESTMENT DATA/ANALYTICS WEBSITE
ACT Analytics – https://www.act-analytics.com/
Bloomberg Terminal – https://www.bloomberg.com/professional/solution/bloomberg-terminal/
CFRA – https://www.cfraresearch.com/
Chaikin Analytics – https://www.chaikinanalytics.com/
ETF Logic – https://www.etflogic.io/
FactorE – https://myfactore.com/
Factset – https://www.factset.com/
FI360 (Broadridge Company) – https://www.fi360.com/
Finmason – https://finmason.com/
Koyfin – https://www.koyfin.com/
Kwanti – https://kwanti.com/
Morningstar – https://www.morningstar.com/products/direct?cid=RED_DIR0001
Portfolio Visualizer – https://www.portfoliovisualizer.com/
Portformer – https://www.portformer.com/?source=use
Windham Labs – https://www.windhamlabs.com/solutions/windham-portfolio-advisor/
yCharts – https://ycharts.com/
PORTFOLIO MANAGEMENT WEBSITE
Addepar – https://addepar.com/
Adhesion Wealth – https://www.adhesionwealth.com/
AdvisoryWorld – http://advisoryworld.com/
Advyzon – https://main.yhlsoft.com/main/index.html
Albridge Solutions – https://www.albridge.com/
AssetBook – https://www.assetbook.com/
Black Diamond/Advent – https://www.assetbook.com/
Blueleaf – https://www.blueleaf.com/
Bridge – https://www.bridgeft.com/
Broadridge (Inst) – https://www.broadridge.com/
Capitect – http://www.capitect.com/
Envestnet Tamarac – https://tamaracpc.com/
Finfolio – https://www.finfolio.com/
FirstRate – https://firstrate.com/
Folio Institutional – https://info.folioinstitutional.com/
InData – https://www.indataipm.com/
InvestEdge – http://www.investedge.com/
Morningstar Office – https://www.morningstar.com/products/cloud/office?cid=CON_OFF0002
Ndex Solutions – https://www.ndexsystemsusa.com/
Orion – https://orionadvisortech.com/
Panoramix Financial – https://www.panoramixfinancial.com/
Portfolio Pathway – https://www.portfoliopathway.com/
Schwab Advisor Portf Connect – https://www.schwabpt.com/public/spt/products-and-services/schwab-advisor-portfolio-connect
Vestmark (Inst) – https://www.vestmark.com/
Vise AI – https://viseai.com/
Wealthscape – https://www.wealthscape.com/
STRESS TESTING WEBSITE
Dimensional – https://us.dimensional.com/
FI360 – https://www.fi360.com/
FinMason – https://finmason.com/
HiddenLevers – https://hiddenlevers.com/
MacroRisk – https://www.macrorisk.com/
OnPoint – https://onpointeriskanalyzer.com/
Riskalyze – https://www.riskalyze.com/
Rixtrema – https://www.rixtrema.com/
FORMS MANAGEMENT WEBSITE
Agreement Express – https://agreementexpress.com/
Conga – https://conga.com/
LaserApp – http://www.laserapp.com/
401K IMPLEMENTATION WEBSITE
Betterment for Business – https://www.betterment.com/401k/
FI360 – https://www.fi360.com/
FiduciaryShield – https://fiduciaryshield.bidmoni.com/
NextCapital – https://nextcapital.com/
Vestwell – https://vestwell.com/
DIGITAL MARKETING WEBSITE
Advisor Episodes – https://advisorepisodes.com/
AdvisorStream – https://www.advisorstream.com/
Broadridge – https://www.broadridgeadvisor.com/index.html
FMEX – https://fmexdirect.com/
FMG Suite – https://fmgsuite.com/
Gainfully – https://www.gainfully.com/
Hearsay – https://hearsaysystems.com/
HyperChat Social – https://hyperchatsocial.com/
LeadPilot – https://leadpilot.io/
MoneyGuidePro – https://www.moneyguidepro.com/ifa/
Orion – https://orionadvisortech.com/
Real Wealth Marketing – https://realwealthmarketing.com/
Seismic – https://seismic.com/
Snappy Kraken – https://snappykraken.com/
Veriday – https://www.veriday.com/
Vestorly – https://www.vestorly.com/
B2B ROBOS WEBSITE
AdvisorEngine – https://www.advisorengine.com/
Betterment Institutional – https://www.betterment.com/
Chas. Schwab-Intell Portfolios
DriveWealth – https://drivewealth.com/
Emotomy – https://www.emotomy.com/emotomy/
Envestnet – https://www.envestnet.com/
Folio Institutional – https://info.folioinstitutional.com/
FutureAdvisor/Blackrock – https://www.blackrock.com/us/individual
Harvest – https://harvestsw.com/
InvestCloud – https://www.investcloud.com/
InvestmentPod – http://www.investmentpod.com/
JemStep/Invesco – https://www.jemstep.com/en
Marstone – https://www.marstone.com/
Motif Investing – https://www.motifinvesting.com/
Nest Wealth – https://www.nestwealth.com/
RobustWealth – https://robustwealth.com/
SigFig – https://www.sigfig.com/site/#/home/am
TradePMR – https://tradepmr.com/
REBALANCING SOFTWARE WEBSITE
AdvisorPeak – https://advisorpeak.com/
Black Diamond – http://blackdiamond.advent.com/rebalancer
Blaze Portfolio – https://blazeportfolio.com/
Envestnet Tamarac – https://www.tamaracinc.com/
LifeYield – https://www.lifeyield.com/
Orion – https://orionadvisortech.com/
Red Black – https://www.redblacksoftware.com/
Riskalyze – https://www.riskalyze.com/autopilot
Smartleaf (Overlay) – https://www.smartleaf.com/
TDA/ iRebel – https://www.tdainstitutional.com/lp/irebal.page
TRX/Morningstar – http://www.trxpert.com/
ALL-IN-ONE WEBSITE
Advisor360 – https://www.advisor360.com/
AdvisorEngine – https://www.advisorengine.com/
Advyzon – https://main.yhlsoft.com/main/index.html
Envestnet Tamarac – https://www.tamaracinc.com/
Hanlon – https://www.hanlon.com/advisory-solutions/advisory-software/
Morningstar Office – https://www.morningstar.com/products/cloud/office?cid=CON_OFF0002
RobustWealth – https://robustwealth.com/
FINANCIAL PLANNING WEBSITE
Advicent – https://www.advicentsolutions.com/en/products/profiles
AdvisorSoftware/ASI – https://www.advisorsoftware.com/
Advisys – https://www.advisys.com/
Cheshire Software – http://www.cheshire.com/
eMoney – https://emoneyadvisor.com/
ESP Planner – https://esplanner.com/
ExecPlan – https://instreamwealth.com/
Figlo – https://www.figlo.com/
FiServ – https://www.fiserv.com/en/industries/wealth-management/unified-wealth-platform/financial-advice-management.html
InStream – https://instreamwealth.com/
MoneyGuidePro – https://www.moneyguidepro.com/ifa/
MoneyLogixPro
Morningstar – https://www.morningstar.com/products/goal-bridge
Orion/Advizr – https://orionadvisortech.com/solutions/financial-planning/?source=advizr
RightCapital – https://www.rightcapital.com/
Sungard – https://www.sungard.com/solutions/wealth/advisor-services/wealthstation/
Wealthcare GDX – https://www.wealthcaregdx.com/financial-advisors/goals-based-wealth/
WealthTec – https://wealthtec.com/
WealthTrace – https://www.mywealthtrace.com/
PLAN MONITORING WEBSITE
Knudge https://knudge.com/
MyPlanMap https://www.myplanmap.com/
CRM WEBSITE
Appcrown – https://www.appcrown.com/
Conga Orchestrate – https://conga.com/workflow-automation-software/business-process-automation-insights/conga-orchestrate
Ebix – https://www.ebix.com/
Envestnet Tamarac – https://www.tamaracinc.com/
FMG/Advisors Assistant – https://advisorsassistant.com/
Grendel – https://www.grendel.com/
Junxure – https://www.junxure.com/
Practifi – https://www.practifi.com/
Protracker – https://www.protracker.com/
Redtail – https://corporate.redtailtechnology.com/
Salesforce – https://www.salesforce.com/
Skience – https://www.salentica.com/
SS&C/Salentica – https://www.salentica.com/
Wealthbox – https://www.wealthbox.com/
XLR8 https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IeZFEA0
ADVISOR LEAD GEN WEBSITE
AdvisorBid – https://www.advisorbid.com/auth/login
HarnessWealth – https://www.harnesswealth.com/
IndyFin – https://www.indyfin.com/
MyPerfectFinancialAdvisor – https://myperfectfinancialadvisor.com/
SmartAsset – https://smartasset.com/financial-advisor/about
WiserAdvisor – https://www.wiseradvisor.com/
Zoe Financial – https://zoefin.com/
MOBILE DICTATION WEBSITE
CopyTalk – https://www.copytalk.com/ct
MobileAssistant – https://mobileassistant.us/
COMPLIANCE WEBSITE
Patrina – https://patrina.com/
Red Oak Compliance – https://www.redoakcompliance.com/
RIA in a Box – https://www.riainabox.com/
Smart-RIA – https://www.smart-ria.com/
OUTSOURCED CLOUD HOSTING WEBSITE
Itegria – https://www.itegria.com/
OS33 Workplace – https://www.os33.com/
RightSize Solutions – https://www.rightsize-solutions.com/
True North Networks – https://www.truenorthnetworks.com/
SOCIAL MEDIA ARCHIVING WEBSITE
Erado – https://www.erado.com/
GlobalRelay – https://www.globalrelay.com/
Ionlake/MyRepChat – http://www.ionlake.com/myrepchat/
MessageWatcher – https://messagewatcher.com/
PageFreezer – https://www.pagefreezer.com/
RegEd – https://www.reged.com/
Smarsh – https://www.smarsh.com/
CLIENT DATA GATHERING WEBSITE
ASI/AdvisorSoftware – https://www.advisorsoftware.com/
LifeArcPlan – https://lifearcplan.com/
PreciseFP – https://precisefp.com/
Touchstone Pathway – https://www.touchstonepathway.com/
CYBERSECURITY WEBSITE
Entreda – https://www.entreda.com/
FCI Cyber – https://www.fcicyber.com/
BEHAVIOR ASSESSMENTS WEBSITE
Andes Wealth Technologies – https://andeswealth.com/
DataPoints – https://www.datapoints.com/
Financial DNA – https://financialdna.com/
LifeStage Insights – https://www.lifestageinsights.com/
ROL Advisor – https://www.roladvisor.com/
MIND MAPPING WEBSITE
Asset-Map – https://www.asset-map.com/
Mind-Meister – https://www.mindmeister.com/
SPECIALIZED PLANNING/Retirement WEBSITE
Annuity Check – https://annuitycheck.com/
Bucket Bliss – https://www.bucketbliss.com/
Covisum – https://www.covisum.com/social-security-timing
Income Conductor – https://www.incomeconductor.com/
Income Solver – https://www.incomesolver.com/
Journey Guide Mapping – https://www.journeyguideplanning.com/
Maximize My Social Security – https://maximizemysocialsecurity.com/advisors
Retirement Analyzer – https://www.retirementanalyzer.com/
SS Analyzer – https://www.ssanalyzer.com/site/index.php
The Big Picture – https://ritholtz.com/
Timeline App – https://www.timelineapp.co/
SPECIALIZED PLANNING/Estate WEBSITE
Everplans – https://www.everplans.com/
Genivity – https://www.genivity.com/
Legacy Shield – https://www.legacyshield.com/en/
Lifesite – https://www.lifesite.co/
Wishlife – https://www.wishlife.com/
Your Efolio – https://yourefolio.com/
SPECIALIZED PLANNING/Tax Planning WEBSITE
Bloomberg Industry – https://bloombergindustry.com/
Covisum/Tax Clarity – https://www.covisum.com/tax-clarity
Holistiplan – https://www.holistiplan.com/
MyStockOptions – https://www.mystockoptions.com/
Planner CS/Thomson Reuters – https://tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs
StockOpter – https://stockopter.com/
Tax Software – https://www.taxtools.com/products_tt.aspx
SPECIALIZED PLANNING/Student Planning WEBSITE
Capstone College Partners – https://capstonecollegepartners.com/
CFS – https://www.collegiatefundingsolutions.com/index.html
CSLA Technology – https://www.cslatechnology.com/
EFC Plus – https://www.efcplus.com/
LoanBuddy – https://www.loanbuddy.us/
PayForEd – https://www.payfored.com/
Payitoff – https://www.payitoff.io/
Student Loan Eliminator – https://studentloaneliminator.net/
SPECIALIZED PLANNING/Other WEBSITE
65Max – https://www.maxmyinterest.com/
AIvante – https://aivante.com/
Cash Flow Mapping – https://www.cashflowmapping.com/
College Aid Pro – https://collegeaidpro.com/
Whealthcare – https://whealthcareplan.com/
ACCOUNT AGGREGATION WEBSITE
Aqumulate – https://www.aqumulate.com/
Broadridge – https://www.broadridge.com/
eMoney – https://emoneyadvisor.com/
Envestnet Yodlee – https://www.yodlee.com/
Morningstar/By All Accounts – https://www.morningstar.com/products/byallaccounts
Quovo (Plaid) – https://www.quovo.com/
CLIENT PORTAL WEBSITE
CircleBlack – https://www.circleblack.com/
eMoney – https://emoneyadvisor.com/
Wealth Access – https://www.wealthaccess.com/
SCHEDULE APPS WEBSITE
Acuity – https://acuityscheduling.com/
Calendly – https://calendly.com/
Get Benjamin – https://getbenjamin.com/
ScheduleOnce – https://www.oncehub.com/scheduleonce
TimeTrade – https://www.timetrade.com/
YouCanBookMe – https://youcanbook.me/
CLIENT SHARING WEBSITE
Box – https://www.box.com/home
Citrix/ShareFile – https://www.sharefile.com/
ComConnect – https://www.comconnectfilesync.com/
Dropbox – https://www.dropbox.com/?landing=dbv2
Egnyte – https://www.egnyte.com/
FutureVault – https://www.futurevault.com/
Gsuite/Google – https://gsuite.google.com/products/vault/
DOCUMENT MANAGEMENT WEBSITE
Docupace – https://www.docupace.com/
EFileCabinet – https://www.efilecabinet.com/
Laserfiche – https://www.laserfiche.com/
NetDocuments – https://www.netdocuments.com/en-us/
Worldox – https://www.worldox.com/
E-SIGNATURE WEBSITE
Acrobat Adobe – https://acrobat.adobe.com/us/en/sign.html
Citrix/RightSignature – https://rightsignature.com/
DocuSign – https://www.docusign.com/
HelloSign – https://www.hellosign.com/