Alternatives to Ariath
Compare Ariath alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Ariath in 2026. Compare features, ratings, user reviews, pricing, and more from Ariath competitors and alternatives in order to make an informed decision for your business.
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1
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
2
Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
3
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
4
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. -
5
ReadyRedact
ReadyRedact
ReadyRedact is an AI-powered automated document redaction software designed to help businesses and organizations comply with privacy laws such as GDPR, CCPA, HIPAA, and others. It uses advanced AI technology to efficiently redact sensitive information in documents like PDFs, JPEGs, TIFFs, and Microsoft Office files, ensuring the confidentiality of private data. ReadyRedact automates the redaction process, removing personal and confidential details to mitigate risks such as identity theft, fraud, and litigation. It includes features like bulk uploads, automated email integration, OCR-based search and redaction, document annotations, and project management tools for secure collaboration. It provides full compliance with privacy regulations, making it ideal for industries like law firms, healthcare, finance, and government agencies. ReadyRedact also allows users to track edits, maintain audit logs, and apply role-based access control for enhanced data security.Starting Price: $14.99 per month -
6
Advyzon
Advyzon
Advyzon is an all-in-one cloud platform designed for wealth management and advisory firms that combines portfolio management, performance reporting, CRM, billing, document management, client portals, and business-intelligence dashboards into a unified system. The platform supports seamless integration with major custodians and daily-data feeds, offers a highly configurable CRM with email/calendar syncing and workflow automation, enables powerful and brand-customizable report generation and scheduled distribution, and provides secure client portals and mobile apps for client-advisor collaboration and document sharing. Additionally, Advyzon includes a rebalancing engine (“Quantum”) for trading and model management, built-in billing management for flat, tier, and performance fees, and a modular architecture that allows firms to enable additional features over time within the same database foundation. -
7
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
8
Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
9
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 -
10
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. -
11
Praszo Practice
Praszo
Praszo Practice is on-premise practice management software built for audit firms that can't put client data on someone else's cloud. Most practice management tools are SaaS-only, meaning your engagement data and client financials sit on a vendor's servers. For audit firms, that's often a compliance risk they can't take. Praszo Practice runs entirely on-premise, giving your firm full ownership of every byte of client data. No third-party server, no residency ambiguity. Beyond deployment, it closes the gaps that cost audit firms time and margin. Engagement workflows move through structured, trackable stages instead of email chains. Time logging ties directly to budgets and billing, so WIP and overruns are visible before they hurt profitability. Capacity dashboards show partners who's overloaded and who has bandwidth. Every action is captured in an immutable audit trail with role-based access control, so the firm stays inspection-ready. -
12
Masttro
Masttro
Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.Starting Price: Free -
13
Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit. -
14
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 -
15
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. -
16
SmartRIA
Smartria
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. Need a solution that oversees hundreds of professionals and grows with you? SmartRIA is the most scalable RIA compliance management platform in our industry. Be confident that your cyber-defense policies and operations will protect the sensitive client data your firm is entrusted with thorough professional testing and documentation. Use Smartria to implement solid documentation strategies and a culture of compliance to ensure that your processes are the most efficient and transparent they can be. The Smartria platform is a powerful RIA compliance management tool that is already assisting more than 2,400 firms. -
17
ECFX Notice
ECFX
Legal assistants and paralegals can spend 5-60+ minutes to process a single notice, multiplied by hundreds or thousands of notices per week. Wasted time, human error, delays in processing, siloed information, routing errors, and more. ECFX Notice saves hundreds of hours a week for law firms of all sizes and litigation specialties. Documents stored with your firm’s naming conventions and abbreviations—all customizable according to office, practice group, client, and more. The format, content, and frequency of email notifications is yours to control. PDFs or links to documents in the DMS are included according to attorney preferences. Documents are filed in as many places as you want them, the firm DMS, client share folders, and/or cloud storage. It’s up to you. An intuitive dashboard powered by customizable metrics for monitoring matter, case, client, and timekeeper notification activity. -
18
Redactable
Redactable
Redactable is a cloud-based tool that helps organizations remove sensitive information from PDF documents. Powered by AI, it automates the redaction process, offering significant time savings and improved data protection over manual methods. Designed for businesses, legal firms, and government agencies, Redactable overcomes the common challenges of manual redaction. It eliminates the risk of incomplete redaction that often leaves sensitive data exposed. Redactable solves two key issues: incomplete data removal from black box overlays and the neglect of hidden metadata. By fully redacting both visible content and metadata, Redactable provides a complete solution for document security. Key features include AI-driven automated redaction, permanent removal of sensitive data, OCR for scanned PDFs, metadata protection, and integration with cloud services like Box, Clio and OneDrive. Redactable meets rigorous security standards, including SOC 2 Type II, GDPR, and HIPAA compliance.Starting Price: $19/user/month -
19
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. -
20
SecureReview
SecureReview
SecureReview provides a high-performance, project-specific virtual PC service to ensure that all informational artifacts — cached documents, search terms, custodian’s names — of the document review process are never downloaded to local computers in the agency, effectively isolating sensitive discovery information and significantly decreasing security risk. SecureReview partners with contract attorney staffing agencies, law firms, corporate legal departments, and e-discovery data service providers to enable consistent, highly secure document review infrastructure. SecureReview limits reviewer access to client websites and services. Dedicated email ensures secure collaboration between law firm and contractor review team. SecureReview supports IP Authentication, Multi-Factor Authentication and SSO with Enterprise accounts. Detailed activity logs enable SecureReview administrators to access reviewer performance metrics. -
21
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. -
22
BroadPeak
BroadPeak Partners
BroadPeak Partners (BroadPeak) is the post trade foundation that enables trading, risk, and compliance teams at energy and commodity trading firms to capture, reconcile, allocate, monitor, and report every trade on a single platform. Certified connectivity to more than 100 global exchanges and brokers brings trade data from every source through standard protocols including API, FIX, XML, CSV, Kafka, and Message Queue. Data stays current in real time and is available across the platform. BroadPeak serves medium to large energy and commodity trading firms across North America, Europe, and Asia Pacific, trading power, natural gas, crude oil, refined products, and other commodity markets. BroadPeak allows you to extend your E/CTRM. -
23
BigHand Business Intelligence
BigHand
BigHand Business Intelligence, powered by Iridium is an advanced financial BI solution for law firms with role-based reporting that delivers the right financial data to the right person via intuitive dashboards. The flexible data warehouse replaces manual reporting with data visibility from the firm level to individual clients and matters. Self-service analytics provide controlled access to relevant metrics in any visualization tool of choice. The solution empowers users to improve cash flow and profitability with immediate financial insight. Surface key financial & operational metrics from your various business systems. View data as a single source of truth for the law firm’s performance and profitability. Empower users to get the answers they need in an instant. Provide actionable data to those who need it and enable no-code ad hoc reporting for firms with limited resources. Provides both traditional data storage and more advanced analytical capabilities. -
24
VestmarkONE
Vestmark
The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more. -
25
HAQQ
HAQQ
HAQQ is a legal AI and practice management platform designed to help lawyers, law firms, legal teams, businesses, governments, and consumers complete legal work faster. The platform supports drafting, legal research, contract review, risk analysis, matter management, billing, CRM, document management, tasks, time tracking, client portals, and mobile access. HAQQ combines chat, eFirm, mobile apps, eBar, client portal, API, MCP, legal sources, firm knowledge, templates, precedents, clause libraries, playbooks, policies, and matter history in one operating system. Its agentic legal system uses model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop workflows. The platform includes enterprise-grade security with cross-matter isolation, audit trails, role-based access control, anonymization, GDPR, ISO 42001, ISO 27001, and SOC 2 Type II compliance.Starting Price: $0 -
26
Intapp Workspaces
Intapp
Intapp Workspaces transforms Microsoft Teams into a platform specifically built for creating engagement workflows, generating holistic insights, and automating engagement lifecycle management. Improve collaboration and connect distributed teams, all while automatically preserving your firm’s security and compliance standards. Free your professionals from the strain of administrative burdens and help them focus on strengthening client relationships and collaborating on engagement delivery. Make new engagement collaboration instantaneous and frictionless. Increase ROI for your firm’s Microsoft 365 investment and its productivity potential. Automate and maintain your firm’s security and governance standards, even with the rapid adoption of Microsoft Teams. Build, customize, and govern workspaces designed for engagement management. Use automated reminders to keep workspace owners accountable for updating lifecycle changes. -
27
COMPLY
COMPLY
COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs. -
28
Lawcentr
Lawcentr Solutions
Lawcentr is a cloud-based legal practice management and legal operations platform built for modern law firms. It helps firms manage matters, clients, documents, court calendars, billing, legal costing, accounting, online payments, HR, payroll, and client collaboration from one secure platform. By replacing disconnected systems and manual processes, Lawcentr improves operational efficiency, financial visibility, compliance, and client experience. Designed for law firms of all sizes, it provides role-based security, reporting and analytics, workflow automation, and a secure client portal. Our mission is to help law firms operate with greater clarity, consistency, and confidence through connected legal, financial, and people operations. Better Operations. Better Law Firms.Starting Price: $50/month -
29
Moneyinfo
Moneyinfo
Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.Starting Price: Free -
30
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. -
31
Deltek Unionpoint
Deltek
Gain access to a community of third-party connectors that help you get the most out of your Deltek solution. Extend or build your own connectors with our intuitive integration platform that’s simple to use, yet powerful in its capabilities. Streamline your operations and eliminate inefficiencies by automating key workflows and reducing manual efforts. Leverage predefined connectors to get up and running without the hassle of building complex integrations from scratch. Integrate disparate systems in the cloud to avoid inaccurate or duplicate information. Share data between applications and have the option to apply rules, logic or transformations to your data. Spend less time entering and reconciling data and more time analyzing trends that can inform better business decisions. With our new productized integration, built on our Unionpoint platform, we make it easier for A&E firms to engage and retain their most valuable asse. -
32
BridgeFT
BridgeFT
Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation. -
33
OpenIAM
OpenIAM
Identity Governance and Web Access Management. As new employees join your organization, you face the conundrum of ensuring that they are given rights to all the systems and resources they need to do their work on the day they join the firm. Similarly, when a person changes positions within the firm, access that is no longer relevant must be revoked and access that is needed for their new position must be granted. For the situation of users leaving the firm or being terminated, it is even more imperative that permissions be addressed. Access to sensitive applications and data must be disabled/removed in a timely manner with traceability to avoid the consequences of a disgruntled user. -
34
Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
35
IRIS Star Practice Management
PS Financials
As a proven international supplier, Star’s success comes from its considerable experience and understanding of what firms want, applying that knowledge and providing a personalized service for medium to large professional firms worldwide. Star offers the most comprehensive and powerful functionality of any practice management system written for accounting firms. Mobile applications for time and expense entry are intended to keep the business process moving irrespective of where you are. All client payments are automatically made via the Apxium payment portal, allowing you to pay your bills more quickly and with less work for you and your clients. Provides a range of comprehensive functionality designed to provide full control and visibility of resources allowing you to effectively manage your most valuable asset people. -
36
DeepJudge
DeepJudge
DeepJudge is the core AI platform for legal professionals, powered by world-class enterprise search that gives immediate access to a firm’s institutional knowledge. It helps law firms and in-house legal teams transform collective knowledge into structured, governed intelligence that can power search, AI applications, multi-step workflows, and LLM agents. DeepJudge’s retrieval-first platform connects AI workflows to the full scale of a firm’s internal data, including documents, precedents, insights, and work product, without requiring teams to restructure or upload their data into a separate system. Its Knowledge Search surfaces the most relevant documents from a firm’s collections, allowing generative AI outputs to stay grounded in factual enterprise information and reducing the risk of hallucinations. DeepJudge AI Workflows enable teams to build, deploy, orchestrate, and govern AI agents that execute complex legal processes with transparency and precision. -
37
FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
38
BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
39
First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
40
Circit
Circit
Circit is a centralized audit evidence collection and confirmations platform that helps audit and accounting firms, along with their clients and evidence providers, streamline, automate, and secure key parts of the audit process. It automates the creation and processing of audit confirmation requests, including bank, legal, and fund confirmations, directly from source systems, saving significant time and reducing manual work while improving data accuracy and audit quality. It connects auditors to banks, law firms, fund administrators, custodians, and other third-party providers globally, offering real-time access to verified transaction-level data, a complete audit trail, and collaboration tools that let teams and clients communicate and resolve queries in context without relying on email. -
41
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
42
FutureAdvisor
BlackRock
FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.Starting Price: 0.5% Fee -
43
Dayshape
Dayshape
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term. -
44
Prima.Law
Brevort River Studios
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform. -
45
Loss Control 360
Majesco
Automate the lifecycle of a survey from creation to completion using the most fully featured and configurable survey management platform available. Setting the standard for data collection driven by machine learning and artificial intelligence. Build a robust data warehouse that can be reported and mined against. Loss Control 360 is the hub connecting insurance core systems, vendor survey firms, and InsurTech companies to transform global industry workflow. Automatically apply labels, identify common hazards, extract text and suggest recommendations. Loss Control 360’s Client Portal Module allows insureds and agents to interact with a configurable online portal that provides real-time data related to policies. This interactivity gives you and your clients the ability to have controlled transparency into all aspects of loss control surveys, service, impairments, location management, and recommendation compliance. -
46
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. -
47
LexisNexis InterAction
LexisNexis
An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge. -
48
Hivelight
Hivelight
Run a growing law firm without losing control. Hivelight is a next-generation legal matter management and operations platform designed to give your firm one clear, centralized view across every task, matter, and team member. Built for modern legal practices, Hivelight eliminates the need for manual spreadsheet tracking and endless status updates. Whether you are a Partner monitoring firm-wide capacity or a Legal Operations Manager streamlining processes, Hivelight provides the live data you need. Our flexible workflow templates automatically load defined task sets, dependencies, and deadlines directly onto matters. Through seamless integration, these tasks land directly in your lawyers' existing Outlook environment. Hivelight goes beyond basic task management by acting as an embedded training system. Because tasks contain step-by-step instructions on how to do the work, new-hire ramp time drops from 3-6 months down to just 4-8 weeks.Starting Price: $199 -
49
Lawcadia
Lawcadia
Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. Law firms benefit from enhanced client relationships through client intake portals, improved project management and the creation of bespoke regulatory workflows, supported by exceptional reporting analytics. Utilising Lawcadia Intelligence, an intelligent platform engine, Lawcadia incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations plat -
50
AppSuit
STEALIEN
AppSuit Premium is a total mobile app security solution that protects the app from various hacking attacks using app obfuscation and anti-tampering technologies. It has been used by many financial firms and other companies in Korea and has been verified for its safety. Beta tests for new devices/OSs before release. Constant upgrades against evolving cyber threats. Quick and accurate technical support and maintenance service. Client application gets built (archived) after AppSuit plug-in (library) installation and gradle setting configuration in the client's app development environment. AppSuit gets applied to the client APK/IPA automatically after it gets uploaded/downloaded into the build system. The build system (in web service form) is required to apply AppSuit to the client APK/IPA. Designated as the best quality product several times in the POC and BMT evaluation by financial firms and large corporates.
