Cubbie Points
Covisum
Financial Advisory Practice
Social Security claiming and retirement income planning platform for financial advisors.
Free trialTiered plansAI Financial AdvisorsFinancial Planning & Analysis
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Tamarac
Portfolio Management
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Portfolio rebalancing and tradingPerformance reporting and analyticsAI assisted report generation - 3AI Financial Advisors, Financial Advisory Practice
FP Alpha
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
AI powered tax document analysis and insightsCredit based usage model for planning snapshotsMulti office and enterprise permission managementPrice$83.33+ / month
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Bond AI
AI Financial Advisors
AI platform for banks providing personalized financial experiences via analytics and empathy engine.
AI powered customer intelligence and behavioral analysisPersonalized customer engagement automationFinancial forecasting and performance prediction - 5AI Financial Advisors
Brightmoney
AI Financial Advisors
Bright: All-in-one money app with Cash Advance offers, Credit Builder, Loan offers, AI Assistant, Subscription Management, and Personalized Financial Plans.
Free planTiered plansPrice$3+ / month
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Xero
Accounting Software
Xero is a cloud-based accounting platform for small businesses and their advisors. It provides invoicing, bank reconciliation, expense claims, project tracking, and real-time financial reporting.
Cloud based accounting softwareCash flow forecastingMulti currency accounting - 7AI Financial Advisors, Investment Management Software
TIFIN Wealth
AI Financial Advisors
AI-powered personalization platform for wealth enterprises with client insights and segmentation.
Wealth ManagementAI Personalization Engines - 8AI Financial Advisors, Financial Planning and Analysis
Income Laboratory
Financial Planning & Analysis
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Retirement income planning with guardrailsTax planning and roth conversion optimizationAI powered plan building and updates - 9Financial Advisory Practice, Investment Portfolio Management
Orion Advisor Tech
Wealth Management Platforms
Wealth management technology platform for financial advisors with portfolio accounting.
Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio managementPrice$1,083.33+ / month
- 10Financial Advisory Practice
Junxure
Financial Advisory Practice
CRM and practice management platform by AssetMark for financial advisors with workflow and document management.
Per seatWorkflow AutomationDocument Management
