Wealthtech Marketplace for Advisors


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/