Totum Risk: Thinking Outside the Box of “Just FinTech”

Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.

AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.

PlanPlus: Goal-based Financial Planning with Ease

PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.

NexJ: Intelligent Customer Management for Insurance and Financial Markets

NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.

Aspiration: How to Make Money Making a Difference

Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.

Evolute: On a First-name Basis with Technology and Industry Regulations

Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.

Folio Institutional: A FinTech, Brokerage and Custody Partner for RIAs and Enterprises

Folio Institutional is a leading brokerage, custody and financial technology company all in one.

Trizic: Parallel Assembly Lines for Software

Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.

Invessence: Built to be Flexible

Invessence automates the entire investing process into a streamlined online solution.