Alternatives to Wellspent
Compare Wellspent alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Wellspent in 2026. Compare features, ratings, user reviews, pricing, and more from Wellspent competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
WebPrez
WebPrez
WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.Starting Price: $197/month -
3
Advisor Compass
Advisor Compass
Advisor Compass is a customer relationship management and provider research platform for senior living placement advisors and referral agencies. It brings client intake, care needs, referrals, community recommendations, tours, communications, tasks, and placement outcomes into one workflow, helping teams track families from initial inquiry through move-in and follow-up. Advisors can search a directory of senior living providers using filters for care types, location, Medicaid participation, specialties, and other criteria, then review provider licensing information, enforcement records, histories, and AI-generated research briefings. The platform also supports client and provider portals, electronic signatures, email and text messaging, customizable reporting, and automated workflows. It helps teams coordinate placement work and provider research. -
4
Workfolio Directory
Workfolio
Easily create a powerful directory for your organization. Trusted by Fortune 500 enterprises and startups alike to power internal, public, and private client-facing directories. Everything you need in a single directory solution including: custom fields & drop-downs, multiple profile variants, profile templates, optional content approvals, private client microsites, API integrations, and more! Specialized profiles are an effective tool used by organizations to pitch new client business. Workfolio Directory enables using targeted profiles on private client microsites with specific profiles and custom client branding to increase client engagement and win more business. Organizations often have different member profiles to meet different needs. There may be a public profile on the organization’s website, CVs for internal use and other versions tailored to specific client pitches.Starting Price: $99 as a flat rate per month -
5
StyleADVISOR
Informa Business Intelligence
We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module. -
6
Presults
Presults
Presults is a modern compliance solution for SEC and FINRA- registered investment advisers. We help financial advisors by providing a cost-effective and intuitive solution for archiving client communications, including text messaging, social media, email, and websites. Presults allows advisors to proactively address potential compliance issues before they occur.Starting Price: $89 per month -
7
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
8
AdvisorTrac
AdvisorTrac
AdvisorTrac provides the most powerful management and tracking solutions for advising, counseling, and other student support services centers at colleges and universities. Link with your student information system to maintain accurate and up-to-date contact, demographic, and enrollment data from your registrar. Manage staff across multiple centers and locations with custom permissions to provide access to only the appropriate users. Assign advisors to students, record each contact with students, schedule appointments online, and even automate your favorite custom reports. Empower students and staff and take your advising services to the next level with AdvisorTrac. -
9
Seeds
Seeds
Seeds is a modern, human‑centered investment management platform tailored for registered investment advisors (RIAs). It enables advisors to deeply understand clients’ goals, values, and risk preferences through structured onboarding and powerful risk assessment tools. With Seeds, advisors can build and compare customized, values-aligned portfolios at scale, generate polished proposals, implement strategies, and present engaging insights, all within a unified digital workflow. It streamlines operations by simplifying client onboarding, automating portfolio implementation, and freeing advisors from manual tasks so they can focus on meaningful client interaction. Founded by experienced financial advisors, Seeds is redefining wealth management by combining robust investment tools and streamlined workflows with a personalized, empathetic client experience. -
10
Mainstay Advisor Value Platform
Mainstay
Mainstay’s end‑to‑end Advisor Value Platform delivers an integrated suite of marketing, sales, and customer success tools designed to quantify and communicate the business value of your solutions throughout the customer lifecycle. The Marketing Value Advisor offers a self‑serve ROI and assessment tool that integrates seamlessly with marketing automation platforms and supports custom-branded UI to generate high‑quality leads via interactive calculators. Sales Value Advisor moves decades of value engineering expertise to the cloud, simplifying value selling and enablement for global direct and channel teams by automating customer‑specific business impact quantification and scaling transformation through automated tools and assets. Customer Success Value Advisor automates and scales quarterly business reviews with value realization‑focused reports that measure and communicate actual benefits to increase adoption, satisfaction, and retention. -
11
DPO Advisor
LegalTech Denmark
GDPR compliant - easy, fast and cheap DPO Advisor. Become GDPR compliant today - DPO Advisor is a user-friendly solution that in less than 4 hours collects all your GDPR documentation including data processor agreements and helps you comply with all relevant GDPR rules in the organization. DPO Advisor is more than a GDPR template, it is a system that automatically makes your documentation and helps you to always comply with the rules - with DPO Advisor you become GDPR compliant in a few hours, so why not become GPDR compliant today? DPO Advisor helps you become GDPR compliant - today. Good visual overview with the GDPR wheel. DPO Advisor asks all relevant GDPR questions - answers are pre-filled. Automatic legal update. Assistance in deleting registered personal data. Unlimited number of data processor agreements. Annual wheels and notification - then you can easily control all recurring activities. Unlimited number of users and activities - then the whole company is covered.Starting Price: $289 per year -
12
Yeymo
Yeymo
Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. We are glad you are here, and we would love to have a chat. Yeymo is a community and product discovery platform that connects startup founders and creators with advisors, investors and supporters. At Yeymo, our mission is to empower founders and creators, and to inspire everyday people to turn their ideas into reality. We work with industry leaders who are ready to provide advice and mentorship to startup founders and entrepreneurs. -
13
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. -
14
SuccessionLabX
DragonVerse Media Inc
SuccessionLabX is an AI-powered Advisor OS designed for wealth advisors, family offices, and estate planners to turn client succession concerns into structured planning conversations. The platform streamlines lead capture and onboarding through a 30-question risk assessment that generates a 0-3000 score across external, internal, and relational dimensions. Advisors use credits to draft comprehensive, AI-assisted succession reports, customize them with white-label branding (logos, colors, and welcome messages), and manage client relationships within a unified CRM dashboard. Best suited for independent planners and advisory teams looking to deliver high-value succession deliverables and build client trust without building a diagnostic process from scratch.Starting Price: $99/month -
15
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. -
16
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. -
17
Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
18
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 -
19
Advisor Promoter
Moberate Technologies
Advisor Promoter is a marketing automation technology that helps advisers connect with customers and prospects, engage in meaningful ways, and ultimately, help their business succeed. Built with a talented team of marketers and technologists with experience in developing enterprise-level market automation solutions for international markets, advisor promoter sets a new standard in simplicity and usability without compromising on power. We have focused on developing a comprehensive system that leverages the latest technology to help advisors reduce compliance risk through automating repetitive tasks such as the review process, nurturing existing relationships through a range of very powerful pre-designed campaigns and generating new leads via referral campaigns combined with engaging content that can be easily shared and tracked across social channels. The power of marketing automation made simple.Starting Price: $100 per month -
20
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
21
AWS Trusted Advisor
Amazon
AWS Trusted Advisor is an online tool that provides you real time guidance to help you provision your resources following AWS best practices. Trusted Advisor checks help optimize your AWS infrastructure, increase security and performance, reduce your overall costs, and monitor service limits. Whether establishing new workflows, developing applications, or as part of ongoing improvement, take advantage of the recommendations provided by Trusted Advisor on a regular basis to help keep your solutions provisioned optimally. AWS Basic Support and AWS Developer Support customers get access to 6 security checks (S3 Bucket Permissions, Security Groups - Specific Ports Unrestricted, IAM Use, MFA on Root Account, EBS Public Snapshots, RDS Public Snapshots) and 50 service limit checks. AWS Business Support and AWS Enterprise Support customers get access to all 115 Trusted Advisor checks (14 cost optimization, 17 security, 24 fault tolerance, 10 performance, and 50 service limits). -
22
AdvisorStream
Broadridge Financial Solutions
Create conversations build trust with clients stay top of mind educate clients inspire clients entertain clients & grow your practice. AdvisorStream is a digital marketing platform that helps financial advisors turn clicks into conversations. The highest rated advisor marketing platform. Financial professionals love AdvisorStream. Make your job easier. Put your marketing on autopilot with powerful automation tools that do the heavy lifting - from content creation, distributing newsletters to posting on social media. Ensure regular contact with clients through weekly newsletters. Keep clients informed & engaged with personalized communications. Auto-post relevant multimedia content to your social media. Keep your website or blog fresh with timely news content. Complete control over the the level of automation. Measure the return on investment, discover new opportunities to increase share of wallet and enhance client experience. -
23
Sticky Advisor
stickypages
Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! -
24
AllocatIN
AllocatIN Ltd
AllocatIN is an invitation-only platform for institutional investors and investment managers seeking private-market relationships. Members create profiles with details such as asset classes and geographies, then receive a curated set of potential counterparties. Members control profile visibility and decide whether to connect; contact is enabled only after both sides express interest. Applicants are verified before joining. The service offers an alternative to cold email, conference networking and ranked directories. AllocatIN says it does not rank managers, publish performance data or charge success fees. Placement agents, advisors and service providers are not admitted. Allocators can use the platform for free, while managers can choose a free basic tier or a paid Pro plan. AllocatIN also provides iOS and Android apps.Starting Price: Free -
25
AllMyHR
AllMyHR
AllMyHR is HR compliance software for U.S. small businesses that need real HR expertise without hiring a full-time HR manager. Two options: a Professional Membership at $24.95/month for solo operators handling HR themselves, and an advisor-led plan starting at $1, then priced by headcount ($99/mo for 1-25 employees up to $299/mo for 251-500). Both include the Smart Living Handbook, which auto-updates across all 50 states plus federal law; 350+ training courses covering harassment prevention, manager development, ADA and FMLA; a library of HR templates and documents; and a compliance portal tracking 3,000+ federal and state laws with ongoing alerts. Advisor plans add unlimited access to credentialed HR experts by phone, email, or chat for hiring, terminations, leaves of absence, and classification questions. AllMyHR is not a payroll provider - it works alongside any existing payroll system. Veteran-owned. No long-term contract, cancel anytime, 30-day money-back guarantee.Starting Price: $24.95/month -
26
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. -
27
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 -
28
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. -
29
BizNexus
BizNexus
BizNexus positions itself as a comprehensive platform serving lower-middle-market M&A participants, offering a three-channel system combining off-market sourcing, long-term lead nurture, and a curated deal marketplace. The platform aligns capital firms, owner-led companies, and M&A advisors by identifying, qualifying, and connecting serious opportunities before they are broadly marketed, providing deal-flow tailored to mandates (industry, size, geography) and enabling sellers to quietly explore exit or recap options without public auctions. BizNexus also screens buyers, advisors, and listings to reduce noise and wasted time, offers tools for matching and pipeline management, and supports ongoing engagement of prospects and intermediaries over extended periods (6-24+ months) so that timing no longer causes misses. Through its Marketplace component, users gain access to live mandates, vetted buyers, or pre-CIM teasers across the U.S. and Canada. -
30
SeatAdvisor
SeatAdvisor
SeatAdvisor is an integrated ticketing and patron management solution designed to help venues and organizations sell out shows, maximize donations, delight patrons, and gain insights. SeatAdvisor offers powerful but easy-to-use ticketing system as well as integrated fundraising, analytics, marketing and CRM functions. SeatAdvisor works with nearly all existing hardware, making the transition process seamless. -
31
Kestrelbox
Kestrelbox
Kestrelbox is a wealth management CRM purpose-built for financial advisors. It unifies household-centric client management, AUM tracking, regulatory compliance, and automated communication into a single platform designed to help advisors grow and retain client relationships. Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.Starting Price: $197/month -
32
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 -
33
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
34
Complii
Complii
Web-based compliance solution, designed to automate, check and process compliance obligations and protect AFSL's, Stockbrokers, Advisors and clients. Complii compliance software. What does Complii do? Complii is a secure digital platform that removes the need for paper based compliance. This customizable software has been designed to automate, record and report on an AFS Licensee's and Brokers compliance obligations. Complii automates functions such as sending ROA's/SOA's emails based off client profiles, 708 8 expiry register, FOFA FDS letter auto-generation and electronic opt-in, online client profiles updates, disclosures, breach register, Chinese walls, internal compliance and much more. Outstanding Advice. Complii can be on an advisors desktop, and/or provide a holistic organisations view to compliance of all outstanding orders requiring advice and action to be taken. Digital Document Storage. Complii provides a digital document storage solution. All documentation -
35
T-Advisor
TechRules
The ‘ robo advisor ’ for freelance and smart investors has developed new tools based on artificial intelligence and machine learning to provide quality data for its users. The new T-Advisor lite interface focuses its design on usability. We know that T-Advisor is a great solution, but sometimes complex. Therefore, we have listened carefully to the demands of users and have created a two-level interface: lite and full. T-Advisor lite shows the main information of its portfolios with a clear graph of its evolution in different periods. We know from our users that this is the most useful part. They like all T-Advisor tools, But they were asking us for an interface to better focus on their performance. But the lite interface have another remarkable evolution: below the interface of each portfolio and its graphics, you can find several modules with information about other assets that other people invest in who also invest in the same shares and funds as you. -
36
Whistle Advisor
LegalTech Denmark
Of course, we want all our customers to get off to a good start with all our products. That is why we have introduced a new initiative “Get started” with DPO Advisor. We therefore invite all our customers to a "Get started" meeting with a focus on the use of DPO Advisor and how best to get started using the system. The meeting will be online and will be held on the last Thursday of each month at 10-11. The meetings are primarily aimed at new users of DPO Advisor or users who have not come this far in their work with DPO Advisor, but everyone is of course welcome to participate. We want to eliminate bureaucracy and free up human resources so that time and energy can be used where it can create momentum and results. We do this through the development of user-friendly software solutions that make spreadsheets and long forms superfluous, and law a language that is understandable. We develop the DPO Advisor, and similar products, where you can easily and clearly achieve security. -
37
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. -
38
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. -
39
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. -
40
Alpheous
Alpheous, Inc.
Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements. -
41
Renko EA
RobotFX
Renko Expert Advisors is a set of two Metatrader expert advisors designed to (Renko Chart EA) build renko charts and (Renko Trader EA) trade on these renko brick charts. Renko EAs main functions Create offline Renko charts with custom (M) names, such as M2, M3, M4 (but not the default M1, M5, M15, M30). Continuously update these Renko charts so the trader can trade manually or attach an expert advisor that trades automatically. Trade with the (PSAR) trend, open/close trades based on Renko brick color. The Renko Charts EA is a MetaTrader expert advisor that allows the creation and use of the Renko bars charts in Metatrader. As an experienced trader you probably know that the MT4 doesn’t have Renko bars, its defaults being candlesticks, lines and bar charts. The Renko Trader EA is a Metatrader expert advisor that can trade Renko bricks. This EA has a trend detector and can be instructed to buy only in uptrend, or sell in downtrend.Starting Price: $98 -
42
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. -
43
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. -
44
SARS Anywhere
SARS Software Products
SARS Anywhere is an easy-to-use appointment scheduling system for student service offices at colleges, universities and other higher education institutions. The scheduling component allows students to manage their own appointments and allows support service staff to make, reschedule and cancel appointments. It also allows academic advisors, counselors and other specialists to work with their own schedules. The drop-in component is used to register and track unscheduled visits. All of these functions are web-based and are compatible with the four major browsers. Appointment confirmations: email, printed and/or text* (* optional). Appointment changes: reschedule, cancel, revise details. Advisor assignments: by last name grouping or specialty. Attendance: mark show/no show. Drop-ins: registration, advisor assignment, waiting time calculation. Conflicting appointment warning: booking appointments and registering drop-ins. Student history log: search for upcoming appointments and display. -
45
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 -
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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 -
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ThreatAdvisor
DirectDefense
ThreatAdvisor is our single-platform solution for continuous security monitoring and management. Gain complete visibility into your network through centralized asset and vulnerability management, and be prepared to respond effectively to even the smallest abnormality. ThreatAdvisor is offered as part of our managed detection & response programs, MDR Core and MDR Max. Now, you can enjoy network visibility on an easy-to-use, centralized tool as part of our managed services partnership. Built on the knowledge of security consultants and penetration testers with more than 50 years of experience in information security, ThreatAdvisor gives you the knowledge to keep your organization protected. From the CISO and CIO to the local administrator maintaining your organization’s systems, ThreatAdvisor provides actionable information 24/7. Organize and maintain a comprehensive asset management program. -
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Advisor Energy Analytics
ResourceKraft
Analysis and reporting of energy data for EHS, facilities management and engineers. Make financial and process decisions to increase energy efficiency and reduce carbon. ResourceKraft Advisor Energy Monitoring and Management Software System is online subscription-based energy management and sustainability system. Advisor is used by large enterprise and industrial organizations serious about energy management, carbon reduction programs and ISO 50001 or IPMVP energy certification. Advisor energy monitoring software is installed internationally in pharmaceutical manufacturing, aerospace, military, education, healthcare, steel and plastics manufacturing, building facilities management and food processing sectors. Advisor Energy Monitoring Software gathers, processes and analyses energy data from meters and third-party systems and converts it into business information, enabling organizations to understand how and where energy is being consumed at any given time across all sites. -
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AdvisoryCloud
AdvisoryCloud
Assemble your digital advisory board and get real-time input from hundreds of leading executives seamlessly through our digital format. Whether you are a start-up, Fortune 500 company, team within a company, or anything in between, you can leverage your advisory board to get feedback, connections, and input from hundreds of executives who become instant advocates for your company. We present your company to our members-only network of 12,000+ top executives and select executives that express interest in being an advisor for your company. These advisors provide their knowledge in exchange for affiliation as a member of your AdvisoryCloud. Within a matter of days (not months) you can start leveraging their knowledge. The advisors in our network are interested in contributing to companies in exchange for affiliation as an advisor and the potential for future monetary opportunities.Starting Price: $2,995 per year -
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MyPlanMap
MyPlanMap
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.
