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inStream: Proactive Wealth Management for the Smart Advisor

inStream Solutions is the proactive financial planning software for advisors.

Wela: Conversation Makes Advice Powerful

Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.

iQuantifi: A Distinctive Robo-Planner to Help People Achieve Their Goals

iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.

Docupace: Secure Digital Operations Platform for Broker-Dealers

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.

FinFolio: A Perfect Blend of Trading, Wealth Management, and Material Design

FinFolio is a software company that provides professional investment management software to investment advisors and money managers.

CircleBlack: Sophisticated Data Hub with On-Demand Integrations

CircleBlack is a wealth management platform designed with investors' and advisors' needs in mind.

Bridge FT: Back-Office Automation for Smart RIAs

BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.