Alternatives to AdvisoryCloud
Compare AdvisoryCloud alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AdvisoryCloud in 2026. Compare features, ratings, user reviews, pricing, and more from AdvisoryCloud competitors and alternatives in order to make an informed decision for your business.
-
1
Nasdaq Boardvantage
Nasdaq
The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync. -
2
Pointerpro
Pointerpro
Pointerpro (formerly Survey Anyplace) is a software platform to create your own online assessments questionnaires with auto-generated personalized reports. It helps you turn your expertise into a tool that delivers personalized advice at scale. Discover why companies like Capgemini, Eneco, EDF, and Bare International, and expert advisors, including consultants, coaches, HR professionals, and marketers worldwide use Pointerpro to automate the delivery of personalized advice. Whether your goal is to scale your advisory business, generate leads, or simply save time through automation, Pointerpro makes it easy. Seeing is believing. Start your 7-day free trial with all functionality enabled to experience how you can automate your advice delivery with Pointerpro.Starting Price: $33 per month -
3
BoardEdge
Equilar
Take control of your board search by accessing over 500,000 board members and executive profiles. Find candidates who have the background and experience you need to build a high-performing board that drives shareholder value. Leverage the Equilar Diversity Network to find potential board members from leading organizations. Sales and business development initiatives often stall due to a lack of high-level relationships. Leverage millions of connections to executives and board members to quickly identify trusted referral sources in your network. Gain insight from key influencers, and earn a competitive advantage to win new opportunities. The Equilar Board Brief provides all the data investors need to stay up-to-date on the latest SEC filings. Each report is a printable summary showing what has changed at a company since the last annual meeting, including board policies, executive compensation, Say on Pay results and more. -
4
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
5
Verdikt
Verdikt
Verdikt is an AI-powered advisory board for small business owners. Instead of getting one generic AI response, Verdikt assembles 8 specialized AI advisors who debate your business decisions from different perspectives — finance, operations, marketing, legal, HR, strategy, customer experience, and industry expertise. Get a structured debate, a final verdict, actionable next steps, and ready-to-use documents like proposals, SOPs, and financial analyses.Starting Price: $29/month -
6
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
7
ImpaQt plus
swissQuant
ImpaQt plus is an end-to-end stand-alone application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the client advisor’s key to success. The products we offer can be adapted to meet the needs of organizations in almost any industry. Having realized over 250 projects across a dozen industries makes us a trusted leader for challenging tasks resulting in scalable technology with measurable client benefit. Discover for yourself the reasons our clients are satisfied and keep coming back for more. Digital is about unlocking growth potential now, speed and sophistication matter. In today’s competitive environment we can proudly say that our products and services provide some of the quickest and most sophisticated algorithms within Europe as well as worldwide. -
8
Praxonomy
Praxonomy
The Praxonomy board portal provides company secretaries, executives, and board members with an easy-to-use platform to organise meetings, manage files and records, collaborate on decisions, and stay up-to-date with board matters. Through efficient meeting administration, real-time board papers distribution, better records management and secure collaboration, Praxonomy empowers boards to make better decisions while saving time and money. Praxonomy is ISO27001 certified for its information security management, and ISO9001 certified for its quality management system.Starting Price: $39/month/user -
9
DebtKit
Zeavo
Designed to ensure compliance to the most exacting standards of the Financial Conduct Authority Regime for Consumer Credit; DebtKit provides your company with total end-to-end debt management, IVA, and insolvency software solution. Join a growing list of DM companies switching to DebtKit and see for yourself how it gives you the freedom to run a profitable, competitive debt management business. The Financial Conduct Authority places huge, additional compliance and reporting requirements onto all DM companies. WebKit was designed with compliance at its very core making it effortless for your company to comply from advisory to aftersales. WebKit has control at its very heart, from overall system security to ensuring all your advisors follow an impartial and compliant advisory to the tracking of all interactions with introducers, creditors, and customers, we have everything covered.Starting Price: $450.00/month -
10
eCIO
eCIO
We help nonprofits manage their boards and committees on a secure online platform allowing their members to meet virtually, share documents securely, and engage their organizations with discussions and polls. eCIO has a simple, flat-fee pricing model: $99 per month for unlimited users, groups, and document storage. No overage fees or contracts. Try it free for 90 days. eCIO also provides low-cost investment management services tailored for nonprofit organizations. From our Needs Assessment Survey, administered to your investment committee, to our personalized, video-based, quarterly portfolio reviews, we keep your organization engaged and up-to-date on the financial health of your investment program. Your dedicated advisor will create an investment strategy that meets the goals and expectations of your organization. Receive personalized portfolio reviews that can be shared with your team members.Starting Price: $99 per month -
11
Foundy
Foundy
Foundy.com is the first AI-enabled platform specialising in long-term exit planning and successful M&A deal execution. Whether you're preparing for an exit within 1 to 36 months or exploring buy-side acquisition opportunities, Foundy offers an AI-powered SaaS platform combined with expert advisors who specialise in your company’s industry niche. We provide a comprehensive toolkit, including buyer and deal flow sourcing, templates and access to a thriving community of exited founders and buyers, all designed to maximise shareholder value and ensure a successful transaction. Foundy also has a generous referral programme for those who connect us with buyers or sellers. Benefits: - Minimise Risk, Maximise ROI - High Efficiency & Speed - Expert Advisory from End to End - Access to Comprehensive Resources Visit Foundy to discover how our AI-powered platform supports your M&A goals. -
12
Brainloop BoardRoom
Brainloop
Brainloop is a leading board portal and secure collaboration provider. In a single platform, Brainloop solves the challenge of protecting an organization’s most sensitive data and delivers tailored business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, and more. Our solutions are available from any location and across all devices, online and offline. Brainloop offers best-in-class security and the choice of hosting customer data in Germany, Austria, Switzerland and Luxemburg. Brainloop BoardRoom is a professional solution for secure and efficient communication in company boards. Its wide range of functions helps board offices and company secretaries prepare meeting folders and ensure they are always up to date, even when there are last-minute changes. Executives and board members can read highly confidential meeting documents on their desktop or mobile device. -
13
ELLA
ELLA
ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans. -
14
Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
15
Bookkeeper360
Bookkeeper360
Accounting, technology and advisory solutions tailored just for you. Eliminate the headaches and cash surprises caused by having messy books and inaccurate financials. We will provide you with accurate and timely financial insights on your business. You didn’t start your business to run an accounting department. Our team of CPAs, advisors, and technology experts have all the tools to help you succeed. Our 100% US-based team utilizes technology to manage your accounting with a personalized touch. Bookkeeper360 is trusted by thousands of small businesses nationwide, has been recognized as a two-time winner of Xero’s Top Partner of the Year award, and ranked as one of Inc. 5000’s Fastest-Growing Companies for the past three years. Bookkeeper360 is considered a trailblazer in the industry and has been published in Forbes, Accounting Today, Business Insider, CPA Practice Advisor, and other editorial outlets.Starting Price: $19 per month -
16
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
17
eHorizon eBoard
Software Technologies
eHorizon eBoard, our simple yet effective solution provides an online board portal where you can easily create and share board packs, communicate with board members, keep and access board documents from a central place, comment on documents privately and share, chat with members of choice, track company plans and much more. With eHorizon eBoard, your organization’s directors can easily: Meet and join in board meetings through our inbuilt video conferencing module, conduct board & committee evaluations in real-time, track compliance levels across the organization, vote and complete surveys electronically, share annotations electronically anywhere anytime, track milestones of company plans, receive and access board packs instantly, privately share thoughts and collaborate with other members outside of board meetings and search board information from centralized digital storage. -
18
Board Management
Board Matters
Board Management lets board members collaborate from anywhere. Free for 30 days, every feature we offer. No credit card required, and cancel at any time. Managing a board of directors can be difficult. Board Management’s board portal software simplifies every aspect of running your board and was designed from the ground-up with the Chairman, Executive Director, and other board members and assistants in mind. Through our simple, secure, and comprehensive board portal meeting software platform, board member collaboration, record keeping, and documents management become easy. We adhere to strict security procedures to protect all Customer Data, so that your documents, personal information, confidential records, and conversations are safely protected from any unauthorized party. Board members’ roles and responsibilities vary, but there is nothing more important to the health and sustainability of an organization than how well its Board of Directors governs.Starting Price: $20 per month -
19
BoardEffect
Diligent
Boost efficiency and engagement among board directors, executives and administrators with BoardEffect. A trusted board portal software, BoardEffect is designed to manage board-related information online, while also supporting board directors to improve organizational performance. With BoardEffect, users can easily and securely communicate with board members, share announcements and documents, annonate meeting minutes and more, eliminating the need for using unreliable paper board books. -
20
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
21
Envestnet | Tamarac
Envestnet
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships. -
22
SigFig
SigFig
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.Starting Price: 0.25% per year -
23
BoardMax
StreamLink Software
BoardEffect is the preferred board management solution for nonprofit, community healthcare and higher education organizations delivering an easy-to-use platform equipped with tools to help board members collaborate and make informed decisions. Our board portal platform simplifies complex board management processes and empowers governance leaders to effectively plan and execute board management cycles through transparent and secure collaboration. Online Meeting Books deliver real-time access to agendas, board books, meeting minutes and more anywhere on any device. Schedule a meeting and instantly collect RSVPs to help optimize attendance for any upcoming board meeting or ad hoc event. Approve board meeting minutes, new members, and policies on the go, through a board portal. Board members can use the task tool to set reminders and mark them complete when finished. Easily access meeting documents and minutes through the Library at any time on any device. -
24
Cisco Network Assistant
Cisco
Cisco Network Assistant simplifies wired and wireless network management for networks up to 80 devices with its intuitive GUI and a task-based menu. Cisco Network Assistant is free and is optimized to apply common services across Cisco switches, routers, wireless controllers, and access points. Through a direct link to Cisco Active Advisor you can view important information pertaining to the products on your network, such as Warranty and Contract Information, Advisories and End of Life notifications. Cisco Active Advisor will be automatically populated with the devices managed through Cisco Network Assistant. Network administrators get a centralized view of the network with Cisco Network Assistant. They also have the flexibility to employ its features across Cisco products for small to midsize businesses or branch offices. Network discovery and convenient display in a topology map. Configuration management of Cisco products fitting small and medium businesses. -
25
Docupace
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions. -
26
Sherpany
Sherpany
Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls for your sensitive information. In addition to the web-based Sherpany platform, which is accessible through a web browser, we offer native apps for iOS, Windows, and Android, providing convenient access to our meeting management solution across different devices. Our SaaS-based software, coupled with our meeting education and other complementary services, transforms your company's meeting culture and ensures excellent meetings.Starting Price: EUR €36.00 per month -
27
GOVRN
GOVRN
Stop wasting precious time with board administration. With Govrn®, you focus on what really matters. Excellent CEOs & Chairmen promote a board agenda that goes beyond traditional responsibilities to cover a broad range of topics, such as strategy, technology, talent and resilience. Imagine a world where board members are actively fed with the lastest company market insights. Govrn® offers a top-notch business intelligence engine. Board members should be thoughtful when considering their peers to join and enrich the mix of skills and expertise. Risk oversight is a top governance priority of institutional investors and striving corporations. Today, investors are prompting corporations to oversee those crucial matters and require transparent disclosures of board activities & performance. Imagine a world where board members are actively fed with the lastest company market insights. Govrn® offers a top-notch business intelligence engine.Starting Price: €390 per month -
28
eMeetings
MobiTrail
eMeetings is a Digital Board Meeting solution that makes the experience of organising, conducting and following up on Board Meetings, simple and convenient. Trusted by 100+ Companies across Asia, eMeetings has been the preferred choice for some of the biggest banks, NBFCs and Corporate Groups to redefine their Board Meeting experience. The solution offers comprehensive features beneficial for both, the Administrators as well as the Board Members - It helps in creating meetings and set agenda points, upload reports and annexures. - It facilitates consolidation of agenda in a single document, draft MOM approval and signed MOM repository. - The meeting documents can be shared securely to the Board members on their devices. - It offers safe and secure communication with zero leaks, fully paperless operation -
29
Boardwise
Boardwise
Boardwise is a board management platform designed to streamline the preparation, execution, and documentation of board meetings within organizations. It centralizes all processes involved in board governance, allowing board offices, corporate secretaries, and executive teams to organize meetings, distribute documents, track decisions, and manage follow-up tasks from a single environment. It automates many of the administrative activities associated with board meetings, including agenda creation, document distribution, meeting scheduling, and minute-taking, which significantly reduces the time required to prepare and manage meetings. It enables participants to submit agenda topics and supporting files in a structured workflow, while approval processes and real-time updates ensure that last-minute changes can be managed efficiently without disrupting the meeting structure. Boardwise also provides tools for tracking action items, assigning responsibilities, etc. -
30
CowVision
AgroVision
CowVision connects everything on the dairy farm. For every process or event, the information is connected. The dairy farmer has insight and control and optimizes his business, from various perspectives. CowVision contains of Animal Management, Feed, Minerals, Soil & crop, and Financial. The AgroVision Dairy Monitor is the coaching system with which farm advisors can work proactively with dairy farmers. Feed companies, consultants, and advisory services can also access milk production data on their customers’ farms with the Dairy Monitor. Optifeed is the feed ration calculation program for dairy, beef, and goats. Optifeed uses unique calculation lines with which every (feed)production company can distinguish itself. -
31
Gain
Gain
Gain is a private markets intelligence platform designed to help professionals source, analyze, and execute deals more efficiently. It provides a comprehensive data ecosystem that connects information on companies, investors, deals, and advisors. The platform offers investment-grade intelligence with deep coverage across private markets, including hundreds of thousands of deals and thousands of investors. Gain enables users to screen entire sectors quickly, making deal sourcing and market analysis more efficient. It replaces multiple point solutions by combining data, research, and execution tools into a single unified platform. The platform is widely trusted by private equity firms, M&A advisors, consultants, and corporate dealmakers. Overall, Gain helps organizations make smarter investment decisions with accurate and interconnected data insights. -
32
Corlytics
Corlytics
Corlytics is a global leader in regulatory risk intelligence, helping financial institutions, regulators, and advisors manage compliance through data-driven insights. Headquartered in Dublin, Ireland, with offices in London, New York City, Boston, and Sydney, the company provides regulatory monitoring, taxonomy mapping, and advisory services to streamline compliance processes. By combining legal and regulatory expertise with advanced data analytics, Corlytics delivers actionable intelligence that enables organizations to navigate complex regulatory landscapes efficiently. With a strong focus on innovation, Corlytics continues to develop cutting-edge solutions that support financial firms in mitigating risk and ensuring regulatory compliance. -
33
KYND
KYND
KYND has developed cyber-risk management technology that makes assessing, understanding, and managing business cyber risk far easier and much quicker than traditional methods. With just a company domain, KYND can deliver a real-time risk snapshot without the need for lengthy questionnaires, intrusive scans, or device access. The system continuously monitors hundreds of risk indicators across cloud, network, third-party, and supply-chain exposures, presenting results via a clear traffic-light system and delivering prioritized remedial actions. Built for organizations of any size, as well as brokers, underwriters, investors, and advisors, KYND’s platform supports instant exposure visibility and ongoing monitoring, enabling users to see weak spots, evaluate portfolio risk accumulation, and streamline decision-making. Its intuitive, jargon-free user experience, combined with built-in expert advisory services, enables non-security specialists to understand and act on critical cyber issues. -
34
AI Business Advisor
Runagood
The Runagood® Business Advisory System blends practical knowhow, human skills, and technology to take business owner and advisor from first encounter to a long-term relationship that raises performance and value. For business professionals entering the business advice market there is much to learn and no professional qualifications or institutions to guide them. The good ones have had to learn through years of costly experience and slow reputation building. An end-to-end process that enables you to meet business owners, develop trusting relationships, take them on journeys that reveal their problems and ambitions and implement solutions to raise their performance and value in return for long term subscription income. So, we developed powerful technology that eliminates the time-consuming aspects of consultancy work and requires AI Business Advisor®s to work only with proven methods on the problems that business owners need to solve and the ambitions they wish to achieve. -
35
CCH Axcess Beneficial Ownership
Wolters Kluwer
Save time on BOI compliance with an online filing and information management solution that guides you step-by-step through the filing process. CCH Axcess Beneficial Ownership is an online filing and information management solution that automates the beneficial ownership information (BOI) filing process to FinCEN, for accounting firms that need to file large volumes of reports. By offering BOI compliance as part of a business advisory relationship, firms can enhance their role as trusted advisors. CCH Axcess Beneficial Ownership guides users step-by-step through a transparent process designed to: Save up to 3 hours per report Reduce risk and minimize disruption Build advisory services and grow revenue -
36
BoardClic
BoardClic
We are the market-leader within advanced digital Board and CEO evaluations. With our analytics platform, you have access to smart insights, which will improve your decision-making and governance. Our benchmark data puts your results into context, helping your company to achieve top team excellence and alignment. In today’s world, forward thinking boards must make sure that the company has a structured ESG strategy with the top team working towards the same goal. The ESG Maturity Assessment allows boards to identify ESG strengths and weaknesses, increase alignment regarding ESG efforts and pave the way towards sustainable growth and progressive business opportunities. BoardClic offers a unique and easy-to-use analytics platform, helping companies future-proof their corporate governance. But don’t take our word for it. Listen what our customers have to say about their experience using BoardClic. -
37
Directorpoint
Directorpoint
Directorpoint is the world's leading board management software that simplifies communications, streamlines administration, and improves board meeting experiences. Secure and scalable, Directorpoint helps companies seamlessly organize board information and provides directors with powerful tools for managing members, committees, board meetings, surveys, attendance and RSVPs, and more. With Directorpoint, users can easily access files and meeting materials, add annotations, and edit documents privately and publish documents when ready. -
38
Admincontrol Board Portal
Admincontrol
Our board portal is a secure and efficient tool for interaction and document sharing among the board, executive management and other key stakeholders. We offer data rooms tailored to document sharing, process support and access control within due diligence and other business-critical processes. For Admincontrol, security and privacy are at the center of everything we do; in developing our solutions, as much as in day-to-day operations and activities. This is a place where employees genuinely care about each other, while focusing on building strong professional teams. Employee satisfaction is measured at 5.5. on a scale of 1-6. That says a lot! Visit our career center to see our vacancies and sign up for updates. 100.000+ users currently benefit from our solutions. Our solutions are tailored for board work and due diligence. Digital collaboration & document sharing. -
39
Dipgate
Dipgate
Dipgate is a virtual private server provider (VPS) created for traders. Trades are executed instantaneously through hyper-low latency servers across the trading world. 100% trading activity through redundancy, so you'll never miss an opportunity. Trade with confidence knowing your platform and advisor are secure with our state-of-the-art protection measures. You're in good hands with a knowledgeable team versed in platforms, advisors, and our VPS. Start using the tools that all levels of traders use to maximize growth.Starting Price: $18.90 per month -
40
Twenty Over Ten
Twenty Over Ten
In with: Modern websites that drive traffic. Social media posts that get attention. Emails that convert leads. Personalized to you. Automated for you. Completely customized websites and drip marketing campaigns used to be reserved for big spenders only. Not anymore. Twenty Over Ten’s inbound marketing platform has three tools to help you grow your advisory business. Your website is your digital first impression, so it has to be sleek. Drive more traffic, capture more leads and convert more visitors through completely customized websites built to engage your specific audience. Drag and drop tools make it easy to manage, and an award-winning, customizable content library keeps prospects engaged and improves SEO. Advisors need great marketing to grow, but compliance needs to monitor and supervise. Compliance Core bridges the gap between compliance teams and individual financial advisors. Streamline your workflow, upload firm-specific content, and approve or reject in bulk. -
41
BoardEye
Axar Digital
Axar Digital provides paperless board meetings software for simplifying board meetings and routine tasks associated with meeting development. The basic infrastructure of BoardEye software is based on Meeting Activity Management and Management of Information related to it. Going beyond, however, BoardEye supports the Board, in its governance role by tracking legal compliance and Board decisions. iPad application enables viewing of Notices, Agendas and Minutes in an elegant and easy-to-read format, for higher data and interaction security. Creation and modification of various versions of the Agenda and MOMs possible. Action Taken Reports (ATRs), tracking the execution of Board or Committee decisions, with status reporting by the CS on a continuous basis rather than only at each board/committee meeting. Systematic continuous tracking of legal compliances throughout the year. Pictorial representation and continuous reporting of compliance status. -
42
HighPeak
HighPeak
HighPeak’s platform equips financial advisors with AI-powered tools that deliver precise, predictive longevity insights and accurate healthcare cost modeling, integrating seamlessly into advisory workflows. Backed by over 30 million medical claims, 100 million prescription records, and more than 90% accuracy, it offers robust predictive tools tailored to meet each client's unique needs. Core features include individualized predictions on longevity, medical expenses, and long-term care costs; advanced financial simulations with scenario planning and Monte Carlo analysis; cost breakdowns across medical, prescription, and care scenarios; and an AI Copilot to assist advisors in interpreting data and optimizing health-cost projections over time. It also supports flexible data exporting and API integrations, enabling seamless incorporation into existing software ecosystems. -
43
BoardMaps
BoardMaps
BoardMaps is a cloud-based board meeting solution which helps corporations, government agencies, and non-profits manage processes related to board meetings by preparing agendas, raising issues, adding discussion topics, and sharing them across teams. BoardMaps lets users assign action items to team members to improve accountability within organizations. Key features of BoardMaps include approval process management, role-based permissions, a member directory, polls/voting, mobile access, and scheduling. Managers can organize and update meeting materials in the centralized portal to facilitate transparency across team members. BoardMaps allows businesses to send invitations and share action items with team members before meetings to increase productivity and streamline decision making. Users can conduct meetings in person or remotely using mobile devices. -
44
Empirica
Empirica
Empirica is a company that specializes in market making software for crypto assets. Due to our perennial expertise, we are the true technological partner for liquidity providers. We deliver software for Traditional & Cryptocurrency Market Makers based on proprietary algorithmic engine with direct access to major cryptocurrency exchanges and traditional markets. We also provide professional tools for robo advisors, algorithmic trading professionals as well as software development services for the financial industry. Financial institutions use our software to increase efficiency of trading operations, save costs, achieve better execution prices, build trading strategies that outperform manual execution and connect directly to exchanges and integrate with backoffice systems. Empirica is a software company focused exclusively on the financial industry. Our greatest asset is a strong technical team with 10 years of experience in IT systems development and integration. -
45
i2i Logic
i2i Logic
i2i Logic combines the best available corporate financial data with your company spreads to generate insight and drive the market activity of your front line. The analytics and insights are delivered via a digital platform to be used by corporate bankers and advisors at their desks and in the field directly with their clients. Typical users include relationships, markets, supply chain and transactional bankers as well as credit teams, bank executives and non-bank corporate advisors. Automated data-driven prospecting from 100,000s of companies and thousands of industry profiles. Financial and operating metrics analysis with dynamic benchmarking against industries and peers. Conversation modules to share with your clients – including capital needs, debt sizing, liquidity, markets, and transaction banking. -
46
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
47
Process PA
Process PA
Meeting guidance with agenda templates, generated minutes, follow up and automatic notifications. Less Paper. Reduce administration time. Take the guesswork out of managing compliance requirements with members, motions and actions registers always up-to-date plus secure document storage. Continuity for new office bearers. Everything kept in the one place. Access from any device. Always available. From your school P&C and Sporting Club to your trade or professional associations. How smoothly your board runs to it's goals and deadlines is crucial to your organisation. Many public and listed companies have had the benefit of a board portal for secure communication of board papers to directors for years. With transparent affordable pricing and modern easy-to-use software available anywhere see how your board can be always informed.Starting Price: $99 per month -
48
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
49
CRYPTOXIO
CRYPTOXIO
CRYPTOXIO is a next-generation platform that encompasses all cryptographic solutions. Allowing you to do Exchange, Buy and Sell, Trading Spot, OTC Market, Futures, Options, Copy Trade, Convert Crypto, P2P Market, Web3 DEX Wallet, Deep Liquidity, Earn Interest with your Crypto, Crypto Loans, Portfolio Management, Sub Account Management, Merchant Payments, Accept payments, NFT Marketplace, Launch ICO, Mining Pools, Affiliate & Sub-Affiliate Marketing (IB), Refer and Earn, Integrated AI Advisor, Create APIs and more. CRYPTOXIO is available in over 200 countries and territories due to its regulatory compliance in the United States, United Kingdom, European Union, Australia, Singapore, India, and United Arab Emirates. Making it a highly secure and reliable platform. CRYPTOXIO offers investors the ability to trade over 500 different cryptocurrencies and access over 50 blockchain networks, expanding investment options.Starting Price: $0 -
50
BoardBreeze
BoardBreeze
BoardBreeze® is an AI-powered board meeting management platform that automatically converts audio recordings of board meetings into professionally formatted, compliance-ready meeting minutes — in under 15 minutes. Built specifically for board clerks, executive assistants, corporate secretaries, and governance professionals, BoardBreeze® eliminates the 4 to 6 hours of manual labor that typically follows every board meeting.Unlike general-purpose transcription tools such as Otter.ai or Fireflies.ai that produce raw, unformatted transcripts, BoardBreeze® delivers finished board meeting minutes — structured according to Robert's Rules of Order, with motions, seconds, votes, action items, and agenda items automatically identified, labeled, and organized.Starting Price: $29/month
