Alternatives to Alpheous
Compare Alpheous alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Alpheous in 2026. Compare features, ratings, user reviews, pricing, and more from Alpheous competitors and alternatives in order to make an informed decision for your business.
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1
StackAI
StackAI
StackAI is an enterprise AI automation platform to build end-to-end internal tools and processes with AI agents in a fully compliant and secure way. Designed for large, regulated organizations, it enables teams to automate complex workflows across operations, compliance, finance, IT, and support without heavy engineering. With StackAI you can: • Connect knowledge bases (SharePoint, Confluence, Notion, Google Drive, databases) with versioning, citations, and access controls • Publish AI agents as chat assistants, advanced forms, or APIs integrated into Slack, Teams, Salesforce, HubSpot, or ServiceNow • Govern usage with enterprise security: SSO (Okta, Azure AD, Google), RBAC, audit logs, PII masking, data residency, and cost controls • Route across OpenAI, Anthropic, Google, or local LLMs with guardrails, evaluations, and testing • Deploy in multi-tenant cloud, dedicated cloud, private cloud, or on-premise -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
Bancroft
Bancroft Sysyems
Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.Starting Price: $299/month -
4
FastTrackr AI
FastTrackr AI
FastTrackr AI is the AI transition engine for wealth management, built to move advisor books in weeks, not months. Purpose-built for advisor transitions and shaped around real operational workflows, it helps firms automate the work that slows repapering, onboarding, account transfers, documentation, CRM updates, and compliance review. It brings transition execution into a single secure workflow, helping teams reduce manual coordination, prevent NIGO issues before submission, and keep every step traceable. FastTrackr AI supports form pre-population from CRM and custodian data, custodian-specific logic, data completeness auditing, and pre-submission validation to reduce rejection delays that can add days or weeks to a transition. It is designed for wealth management operations where one advisor's move can involve hundreds of client accounts, many forms, exception handling, audit records, and supervised communications. -
5
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. -
6
RegEd
RegEd
The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms. The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year. -
7
Smart RIA
Smart RIA
Our advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. SmartRIA helps firms like yours thrive. SmartRIA compliance solutions were designed and developed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. Imagine starting your week with a bird’s eye view of your entire firm’s compliance calendar on a simple-to-use dashboard that can be learned in a day with technology that actually improves your processes. -
8
SIMON
SIMON Markets
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository. -
9
Airspeed
Airspeed
Airspeed is an AI-native revenue platform that unifies conversation intelligence, revenue intelligence, CRM automation, deal execution, forecasting, and sales coaching. The platform turns customer calls, emails, support tickets, and deal activity into CRM updates, deal signals, follow-ups, coaching plans, and pipeline insights automatically. Revenue teams can use Airspeed to ask questions across every conversation, identify risks, surface blockers, draft re-engagement emails, update CRM fields, and prepare reps before calls. Its agents can run playbooks, flag stalled deals, detect closed-won patterns, summarize account concerns, sync MEDDIC fields, and deliver coaching recommendations without manual admin work. Airspeed integrates with tools such as Salesforce, HubSpot, Slack, Gmail, Outlook, Zoom, Teams, Outreach, and other major revenue systems. -
10
HubSpot AI Prospecting Agent
HubSpot
HubSpot Prospecting Agent is an AI-powered sales prospecting tool that researches accounts, finds the right contacts, and drafts personalized outreach so sales teams can prospect more like their top performers. It monitors buying signals around the clock and tells reps when to reach out and why, helping them focus on accounts that are actually showing interest instead of spreading time across hundreds of prospects. The agent can identify and source the full buying committee for each account through connected providers such as ZoomInfo, Apollo, and Surfe, helping reps reach the right decision-makers rather than stopping at the first contact they find. It also drafts outreach in each rep’s voice, personalized by account and grounded in real company signals, so messages feel relevant instead of generic or obviously AI-generated. Outreach can support email, phone, LinkedIn, and other sales channels.Starting Price: $7 per month -
11
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
12
AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice. We begin with the advisor-client relationship and work outward from there. The best advice is deeply human, it begins and ends with people. We are always searching for new ways to understand investing and investor behavior. The best advice is informed by research, evolving based on developments in quantitative finance, behavioral economics, business analytics and artificial intelligence. We are creative and design-minded, which gives our technology a different aesthetic compared to other firms. The best advice is inspiring. Make it effortless for new clients to begin working with you using a streamlined and personalized approach to digital onboarding. -
13
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
14
Salesmotion
Salesmotion
Salesmotion is an account intelligence platform for revenue teams, built to turn buying signals into a pipeline from end to end. Its AI agents work every account in a territory 24/7, finding buying signals, giving reps deep insight, and drafting relevant outreach inside the tools they already use. Instead of cobbling together ChatGPT, spreadsheets, browser tabs, data tools, investor relations pages, and news sites, Salesmotion replaces the chaos with account intelligence agents built for how sales teams actually work. It follows three steps, Signal Agent, Research Agent, and Outreach Agent. Signal Agent monitors 1,000+ sources around the clock, including news, earnings calls, SEC filings, job postings, leadership changes, funding rounds, M&A, podcasts, company websites, and press releases, then surfaces the signals and compelling events that matter the moment they happen. -
15
Luthor
Luthor.ai
Luthor is a modern compliance platform built specifically for small and growing RIAs who want automated, audit-ready compliance without the cost of a full compliance department. Its AI engine proactively scans marketing content across email, social media, websites, and client communications—flagging risks and suggesting compliant alternatives before anything goes live. Advisors can manage disclosures, outside activities, gifts, and attestations in one unified dashboard with automated conflict checks and instant certifications. Luthor includes a robust library of pre-built, customizable policies covering ethics, cybersecurity, AML, and more, so firms never have to start from scratch. SEC-compliant archiving and WORM-based storage keep every record protected and audit-ready at all times. With enterprise-grade security, automated monitoring, and real-time support, Luthor removes the stress of compliance so advisors can focus on growing their firms. -
16
BITA Risk
corfinancial
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition. -
17
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
18
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. -
19
Ariath
Ariath
Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used. Governance is configured around each workflow rather than applied as a one-size-fits-all policy. Ariath validates role-based access before data reaches an approved AI model, applies configurable redaction to sensitive information, and creates structured, queryable audit records for every request. Retention settings, prompt injection protection, and tenant-specific deployment provide additional control over how AI interacts with firm and client data. Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk. -
20
ISG Momentum
ISG
Improve your ability to target better and win more. ISG Momentum helps you understand and identify the market opportunities most relevant to you and sharpen the value drivers that will resonate most with clients in a sourcing transaction. It is a portfolio of products and services to help your firm maximize your market opportunities with a structured approach to engage with ISG advisors who are trusted by enterprises. The most comprehensive global outsourcing contract database, covering both commercial and public sector contracts, to inform your go-to-market strategies, and strategically align the focus of pursuit teams. Insights in the context of your specific products and services to prioritize your ABM and sales efforts and identify those enterprises that are in-market. Proprietary and actionable research for advisor engagement and education programs that promote an understanding of your capabilities, build trust and develop advocacy. -
21
RoverLead
RoverLead
RoverLead is an AI SDR for LinkedIn. It watches LinkedIn activity to find high-intent buyers who match your ideal customer profile, then runs outreach campaigns you approve. Integrates with any CRM via webhooks (HubSpot, Salesforce, Pipedrive) plus MCP for Claude and OpenAI.Starting Price: $149/month/user; 7-day trial -
22
iPulse
Future Edge Group
iPulse AI is an AI-powered market intelligence platform built by Future Edge Group for investment research and decision support. It helps investors and investment teams move from market noise to reviewable insight through ranked Top Picks, asset-level forecasts, buy/sell ratings, AI advisor reports, risk and driver summaries, scenario context, and transparent consensus scoring. The product combines market-data pipelines, multi-agent AI analysis, forecast visualization, ranking logic, and a web interface for asset reports and market monitoring. Users can compare advisor-style perspectives, inspect where views agree or diverge, review forecast paths and supporting reasoning, and decide which assets deserve deeper human review. iPulse AI is designed for research acceleration, market surveillance, and analyst-in-the-loop workflows across supported global assets. It is decision-support software, not financial advice, autonomous trading, or a guarantee of investment outcomes.Starting Price: $19/month/user -
23
OneShot
OneShot
OneShot.ai is an AI-powered platform designed to automate and enhance go-to-market strategies by eliminating manual tasks and improving interactions for scalable success. The platform features several AI agents, including the Insight Agent, which automates prospect research to deliver deep insights instantly, and the Personalization Agent, which crafts personalized messages across email, LinkedIn, and calls using insights from the Insight Agent to ensure targeted and impactful communication. OneShot.ai integrates seamlessly with tools like HubSpot, Apollo, Outreach, and SalesLoft, enhancing productivity through its Integration Agent. The Persona Agent increases productivity by automating tasks and crafting outreach that reflects a brand’s unique voice, ensuring every message sounds human and authentic. Additionally, the Scaling Agent balances volume with quality by coordinating with the Insight and Personalization Agents to scale outreach without overwhelming prospects.Starting Price: $49 per month -
24
DeepRFP
DeepRFP
DeepRFP is AI RFP software for proposal teams, consultants, and small businesses that need help preparing RFP responses and narrative proposals. The platform organizes each bid, tender, solicitation, or proposal opportunity into a workspace where users can upload RFP files, company content, past performance, technical material, and other reference documents. DeepRFP uses proposal-focused AI agents and workflows to support RFP analysis, requirement review, compliance analysis, compliance matrix creation, proposal drafting, questionnaire responses, pricing strategy, and proposal review. Users can generate analysis reports, proposal drafts, compliance briefings, pricing narratives, proposal reviews, and compliance matrices, while Ask Anything provides shorter, on-demand answers inside the workspace. DeepRFP is designed for small businesses, proposal consultants, government contractors, and lean proposal teams that want practical proposal workflows without enterprise software bloat.Starting Price: $89 per month -
25
AudTech
AudTech Solutions Private Limited
The company has employed Senior Financial Advisors/CPAs/Chartered Accountants, who possess extensive experience in Automated Audit Process with the use of modern Technology & Software, through which we can bring in efficiency and ensuring compliance. AudTech Platform is a cloud-based solution build with specific focus on Statutory Audits, to serve Audit & Accounting firms globally. -
26
Smartria
Smartria
Smartria is RIA compliance software designed to help registered investment advisors, chief compliance officers, and compliance consultants centralize and automate SEC and FINRA compliance programs. The platform comes pre-configured for relevant regulatory requirements while allowing firms to customize workflows and processes to their specific compliance needs. Compliance management features organize tasks, forms, deadlines, alerts, reminders, regulatory filings, and record retention within a centralized system. Smartria also provides marketing review workflows, employee attestations, trade monitoring, vendor management, employee oversight, and automated employee onboarding. Trade monitoring supports customized trade rules, pre-clearance, front-running alerts, and Know Your Client and Know Your Employee requirements. -
27
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. -
28
WealthERP
Ampsys Consulting Pvt Ltd.
WealthERP is a comprehensive wealth management platform designed for financial advisors, investment firms, and institutions to efficiently manage multi-asset portfolios. It offers seamless portfolio tracking, financial planning, and investment analysis, helping professionals make data-driven decisions. With intuitive dashboards, client management tools, and reporting capabilities, WealthERP simplifies wealth management, enhances efficiency, and ensures compliance with financial regulations. -
29
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
30
Godmode
Godmode
Let AI agents research, enrich, and communicate with leads from an all-in-one go-to-market platform. Generate and send personal outreach at scale. Sourcing leads in your ICP becomes too repetitive. GMHQ can source leads for you in a click including tech stack, hiring, funding, and LinkedIn data. GMHQ will deeply research the target account and find out potential needs and pain points for you. GMHQ's associates are going to prepare outreach messages based on the account research in a highly personal way. No more writing down emails and LinkedIn chats one by one. You can review the associates' work, edit the outreach messages, ask questions, or reject bad leads. This works exactly like a human employee hired. We waterfall B2B contact databases in the background so that you don't have to do data engineering. Linkedin about, headline, last post, recent news, revenue, tech stack, hiring data, funding, or literally any other information; all available, one toggle away.Starting Price: $99 per month -
31
Salesgear
Salesgear
Salesgear is an AI sales engagement platform that researches every prospect before writing to them. Its Deep Research agent reads each contact across 100+ sources — recent LinkedIn activity, funding rounds, hiring patterns, tech stack, and role priorities — then drafts personalized email, LinkedIn messages, and call scripts based on what it found, with every line traced to a cited signal. One platform replaces four: a verified database of 800M+ contacts across 70M+ companies, multi-channel sequences spanning email, LinkedIn, and calls, a built-in dialer with automatic failover and AI call notes, and native inbox warm-up with rotation and auto-pause on bounce spikes. Everything syncs two-way with Salesforce, HubSpot, Pipedrive, and Zoho. Founded in 2020, Salesgear serves 300+ revenue teams. Plans start at $99 per seat per month, all in, with a free plan that requires no credit card.Starting Price: $49/month -
32
Optum360
Optum
Optum360 offers physician advisor expertise, evidence-based medical research and sophisticated artificial intelligence (AI) technology to support appropriate reimbursement and accurate documentation. We team up with your physicians to pinpoint improvement opportunities. Choose from services, technology or a combination of both to fit your needs. Our on-site and remote services can apply AI to drive timely patient-status determinations. We deliver greater efficiency, accuracy and integrity to your utilization review process and outcomes. Our Physician Advisor Services and our Case Advisor™ technology can help you reduce denial rates, improve appropriate reimbursement and minimize audit risk. Our technology can help your internally sourced physician advisors become more effective and efficient. -
33
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
34
Eurotherm EOS Advisor
Eurotherm EOS Advisor
Efficiently manage compliance and calibration requirements with Eurotherm EOS Advisor, a calibration management solution. Eurotherm EOS Advisor allows users to transform their equipment data into useful information. Eurotherm EOS Advisor enables users to manage equipment and staff better with one integrated system. Eurotherm EOS Advisor improves the users' calibration process with easy-to-use tools compatible with mobile platforms. -
35
Envestnet Wealth Management Platform
Envestnet
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology. -
36
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. -
37
Artisan
Artisan AI
Artisan is an AI sales platform featuring Ava, an AI BDR that helps sales teams find leads, enrich prospects, send personalized outreach, handle replies, and book meetings. Ava can run alongside existing sales tools or replace parts of the outbound stack with built-in data, sequencing, dialing, engagement, and booking workflows. The platform includes access to a 250M+ contact database, enrichment from 22+ sources, intent signals, CRM imports, website visitor data, and product usage signals. Ava supports multi-channel outreach across email and social, personalized messaging, automated testing, reply handling, qualification, objection handling, and calendar booking. Teams can set guardrails such as approval mode, account ownership rules, escalation rules, exclusions, DNC lists, and compliance controls. Built for startups, mid-market companies, and enterprises, Artisan helps sales teams scale outbound pipeline without adding headcount. -
38
Orion
Orion Advisor Technology
Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. We think beyond technology to deliver an experience that pushes the limits of your success, driving you to innovate, disrupt, and win for years to come. Success looks different for every firm. We have experience implementing technology for a range of different needs to help advisors of all business models fulfill their fiduciary responsibilities. Build an unrivaled tech stack with 100+ integrations. Trust your data with daily, domestic reconciliation. Collaborate through a multi-channel client experience. Trade efficiently with a tax-intelligent rebalancer. Create personalized SMA investment portfolios. Get paid faster with custom fee and payout schedules. -
39
Rhycon
Rhycon
Rhycon is AI sales prospecting software for B2B teams. It connects prospect discovery and company research with personalized outreach, reply handling, and meeting coordination. Teams define their target audience and review relevant buying signals to guide prospecting. Rhycon supports sales teams, founders, account executives, marketing, and revenue operations teams. -
40
PAIOS GovCon
Finger Green Lawns LLC
PAIOS GovCon is a government contracting intelligence and operating platform for small businesses. It brings together registration and readiness, opportunity discovery, award research, bid/no-bid decisions, prime and subcontractor planning, teaming, pricing, funding, document management, approvals, contract execution, compliance checkpoints, invoicing, and closeout in one workspace. The platform supports work from SAM.gov readiness and opportunity review through pursuit planning and contract delivery. Teams can use it to assess whether opportunities fit their capabilities, identify missing requirements, coordinate capture and proposal work, and track actions across a pursuit and resulting contract. Its workflows are intended for small and growing contractors, prime and subcontracting teams, teaming partners, and GovCon advisors, with human review retained in decisions and approvals. -
41
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 -
42
LawAdvisor Ventures
LawAdvisor
Pioneering innovation and technology alongside the world's best LawAdvisor’s low-code and customizable software we can help you build powerful business applications that radically transform your service offering and provide you with a competitive edge. The world's most pioneering legal departments use LawAdvisor to transform the delivery of legal services. LawAdvisor is powering the world’s most pioneering law firms and corporate legal departments. It’s time that matter management tools are more than just glorified invoicing services, and for ‘legal technology’ to enable us to do more than the simple filing and storage of documents. Fibonacci is the first built-for-purpose legal project management system that provides legal departments with the latest tools to easily communicate and collaborate during the complete lifecycle of a matter, without the email and spreadsheet chaos. -
43
TheBooks
DMAXX
Managed accounts are the new reality for alternative investment managers who want large allocations. Managed accounts mean block trades, fill price allocation, multiple clearing relationships, give-up reporting, additional counter-parties, and additional complications trading a fund does not have. The ironic thing about a CTA is they are selling one of the most basic of commodities; Risk Adjusted Returns. There is no difference between a risk-adjusted return of 10% from advisor A and a risk-adjusted return of 10% from advisor B. What differentiates advisors are the intangibles such as how clients are handled when the returns are not there. We surveyed our customers to identify the reasons why firms use TheBooks as the core of their operating software environment. Find out what they had to say. Unlike a traditional accounting system, TheBooks® has been designed with the trader in mind. -
44
Mycel
Mycel
Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.Starting Price: $299/firm/month -
45
Easop
Easop
Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 70 countries and is expanding quickly. -
46
Outvid
Outvid.ai
Outvid is an AI video outreach platform that helps sales and recruiting teams send personalized video to every prospect, at scale. Record once: a short consent video captures your face, voice, and energy. Outvid then researches each prospect, writes a unique script, and generates a personalized video for them automatically. It runs multi-channel sequences across email, LinkedIn, WhatsApp, and Instagram from one dashboard, with built-in follow-ups, reply detection, and analytics. Personalized video consistently earns far higher reply rates than plain-text cold outreach, helping teams book more meetings without spending hours on camera. Outvid integrates with popular CRMs like HubSpot and Salesforce, and supports outreach in 25+ languages so you can reach prospects in their own language. Use cases span SDR and BDR prospecting, recruiting outreach to passive candidates, and professional-services client development.Starting Price: $129/month -
47
HubSpot Agent Hub
HubSpot
Agent Hub is HubSpot’s central workspace for building, running, and managing AI agents across marketing, sales, and customer service. Agents work with live CRM data so they have the customer context needed to build demand, win deals, and serve customers. Teams can activate ready-made agents or build custom agents on a single canvas using their own prompts, knowledge, tools, CRM data, and connected third-party apps, without coding. Prospecting Agent monitors buying signals and launches personalized outreach, while Smart Deal Progression suggests next steps, CRM updates, and follow-ups after sales calls. Customer Agent resolves common inquiries and qualifies leads across channels using real contact and contract history, freeing service teams for cases that require human attention. Data Agent answers questions about contacts and companies using CRM data, calls, emails, and documents, helping teams research customers and prioritize accounts faster.Starting Price: $0.50 per resolution -
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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. -
49
FlipKey
Tripadvisor
FlipKey is part of TripAdvisor Rentals, a leading vacation rentals marketplace with more than 830,000 properties in 190 countries. Whether you’re looking for a city-center studio, a far-flung private island, a cozy ski chalet, or a sprawling beach house, you’ll find the perfect home with TripAdvisor Rentals. TripAdvisor Rentals connects the insider knowledge of our homeowners with the collective wisdom of 465 million TripAdvisor traveler reviews so you can stay the smarter way. With TripAdvisor, you’ll discover not only the best rental, but also the best restaurants, attractions and experiences—no matter where you’re headed. FlipKey was founded in 2007 and joined the TripAdvisor Rentals family in 2008. The TripAdvisor Rentals family also includes Holiday Lettings, Niumba, Vacation Home Rentals and HouseTrip. -
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Windham Portfolio Advisor
Windham Capital Management
Windham Portfolio Advisor (WPA), a portfolio optimization and risk management solution, integrates independent and acclaimed research in a suite of applications. Quick and easy, Windham Portfolio Advisor enables users to perform complex analysis. With Windham Portfolio Advisor, users can generate portfolios that satisfy their clients' requirements and their investment goals. Windham Portfolio Advisor provides users with risk management tools to assist them in managing complex sources of portfolios. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios designed to increase the probability of investment success in both resilient and fragile markets. Key inputs to this process are Windham’s proprietary risk measures, which measure risk concentration and statistical similarity to past episodes of market weakness.
