The following list of wealthtech resources for advisors is referenced from Michael Kitce’s April 2020 Financial Advisor Fintech Solutions Map. The 2021 version from Kitces is now available thru this link and the list below will be updated in the near future to reflect new entrants into the market, and will be reformatted in a more user friendly interface. In the meantime, 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/