Alternatives to Equisoft/analyze

1fs Wealth is a sophisticated wealth intelligence platform powered by AI and built on the cloud, designed for high-net-worth individuals and family offices to streamline the management of their diverse assets, from public and private investments to real estate and digital collectibles, all in one cohesive interface. It ensures robust security with features like multi-factor authentication, detailed role-based access controls, and state-of-the-art encryption. Users benefit from real-time market valuations, access to market feeds, unique risk analysis tools, and metrics for assessing asset concentration and geolocation. The platform also facilitates thorough succession planning, providing next-generation beneficiaries with the necessary asset allocation, documentation, and ownership guidance. Enhanced collaboration tools enable family members, advisors, and external experts to work together effectively, leveraging in-depth analytics, peer comparisons, and insights related to carbon and ESG factors. Additionally, it offers seamless integrations such as API connectivity, account aggregation through Plaid, and hedge-fund benchmarking using Albourne indices, making it a comprehensive solution for sophisticated wealth management. This multifaceted approach not only simplifies asset oversight but also empowers users to make informed decisions in an ever-changing financial landscape.

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.

Canopy serves as a robust financial data aggregation and analytics platform that brings together portfolio data from a myriad of sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, spanning various asset classes such as equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, across all currencies and geographical locations. The platform efficiently cleans, standardizes, and consolidates this data into individual PostgreSQL databases for each client, facilitating direct query access through an Excel add-in or enabling comprehensive integration with other systems via read/write database access. Transactions are seamlessly processed to provide insights into asset allocation, performance, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and a variety of other financial metrics. Users benefit from the ability to define an unlimited number of “strategies,” which are custom groupings of transactions based on criteria such as asset class, sector, account, or security, and can execute infinitely configurable calculations through either the web interface or the Excel add-in. Additionally, this flexibility allows users to tailor their analytical approach to meet specific investment goals and strategies.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

Prominent private banks and financial institutions leverage SMART for effective wealth management, enhancing their operational strategies and facilitating their digital evolution. The prevalence of data presents a significant challenge, primarily concerning its quality. In the realm of banking, particularly in Wealth Management, complexity necessitates a proactive, efficient, and pragmatic approach. Acknowledging the imperfections in data quality is crucial, as it reflects the realities of our business processes, revealing both our advantages and shortcomings. While perfection in data may be an unrealistic expectation, it is vital to focus on critical data that significantly influences organizational outcomes. Cultivating a robust data culture is not an overnight endeavor; it requires sustained effort and strong leadership support. Moreover, effective management of profitability hinges on the thorough analysis of both accounting and analytical transactions, underscoring the importance of data integrity in driving business success. This commitment to data quality ultimately supports informed decision-making across the organization.

Our portfolio management solution, Croesus Advisor, is designed to be user-friendly, high-performing, and innovative, featuring advanced tools that allow wealth management advisors to securely and effectively oversee client assets. With Croesus Central, portfolio rebalancing becomes a straightforward, customized, and seamless process. This solution not only ensures compliance with both client and regulatory requirements but also enhances reliability and flexibility, ultimately freeing up time for advisors to focus on client interactions and business growth. Additionally, financial data can be transmitted easily and securely through Croesus’s application programming interfaces (APIs). Since its inception in 1987, Croesus has distinguished itself as a leading provider in the wealth management sector, earning the trust of numerous brokerages and banks to manage over 1 trillion dollars in client assets. The adaptability of our products to fit various business realities ensures they remain exceptionally user-friendly while maintaining high levels of performance and efficiency. As the industry evolves, Croesus continues to innovate, providing solutions that meet the changing needs of wealth management professionals.

Private Wealth Systems is a distinguished, cloud-based platform that provides ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants with unmatched levels of accuracy, transparency, speed, and adaptability in managing and reporting their portfolios. It offers intelligent aggregation from more than 400 global data sources, integrating various asset types—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into one unified view. The platform employs a proprietary ledger-backed data model that ensures the integrity of accounting while allowing for versatile structuring, grouping, and the incorporation of custom attributes at any level of analysis. Users gain access to real-time insights on performance, benchmark comparisons, tax-lot level gains and losses, detection of wash sales, and comprehensive drill-through analysis. In addition, the system is designed to enhance user experience by facilitating seamless navigation and easy access to critical financial data. This makes it an invaluable tool for those managing significant wealth and complex investment portfolios.

Rapidly create cutting-edge, dependable, and secure wealth management experiences by utilizing our financial simulation engine via versatile APIs, which are currently enhancing wealth services in various financial institutions. OutRank facilitates smooth financial decision-making through simulations that analyze the personal balance sheets of your clients. The comprehensive customer journey allows both financial advisors and clients to evaluate all facets of personal finance evolving throughout a lifetime when making important financial choices. With the OutRank API, pension providers can craft advanced pension pathways tailored for both accumulation and decumulation phases. Depending on your business model, this technology equips your advisors or clients to expertly navigate the complexities of retirement planning, offering intuitive financial decision-making resources. Our APIs are meticulously crafted by seasoned experts in the field, ensuring that the underlying models maintain high standards of quality and reliability. As a result, clients can expect a more personalized and effective approach to managing their wealth.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

Family Wealth Guru offers a groundbreaking integration with Financials, presenting a unique Wealth Management Solution unlike any other. This innovative platform allows for the direct creation of Purchase & Sale Invoices from Brokers’ Contract Notes, enabling users to manage their entire wealth portfolio seamlessly. Designed specifically for the Asian investment landscape, Family Wealth Guru empowers you to track, organize, and analyze a diverse range of Asset Classes, supporting informed investment choices. Whether you are an Investor, a Wealth Manager, or the CEO of a Family Office, this all-encompassing solution is tailored to meet your wealth management requirements. As the complexities of Wealth Management continue to expand, with assets spanning from Stocks and Mutual Funds to Fixed Deposits, Bonds, Properties, and Commodities, the need for robust software has never been greater. Family Wealth Guru stands out as the only Wealth Management Software that pairs seamlessly with a solid Financial Solution. Say farewell to repetitive tasks and the frustration of lengthy reconciliations, and embrace a streamlined approach to managing your wealth efficiently. By utilizing this cutting-edge platform, you can focus more on growth and less on administrative hurdles.

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

Dasseti delivers innovative software solutions tailored for the due diligence and oversight of asset and fund managers. By integrating a robust and adaptable suite of features, Dasseti streamlines the assessment of funds through tools such as a digitized due diligence questionnaire engine, an automated response flagging and scoring system, research and review management, customer relationship management (CRM), collaboration tools, workflow management, an external managers portal, and comprehensive analytics. Our mission is to empower investors and investment consultants to enhance the effectiveness of their fund due diligence and monitoring processes through the power of digitization and automation. The solutions offered by Dasseti are designed to assist a variety of clients, including investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurance companies, and banks, in selecting or overseeing managers across diverse asset classes such as equities, fixed income, hedge funds, private equity, real estate, and infrastructure projects. Ultimately, Dasseti aims to revolutionize how these entities manage their investment strategies and relationships.

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.

Discover an automated financial advisory platform that combines reliability with customization! Wealthbot operates on open source principles, providing you with complete autonomy over your wealth management approach. Save valuable time for both you and your business by taking advantage of Wealthbot's streamlined automated customer onboarding process. The platform features a proprietary automated rebalancing system designed to help you maintain your clients' risk tolerance effectively. Moreover, Wealthbot has developed a tailored custodian integration that allows major banks to manage cash, ensuring robust physical and technical security measures are in place. You can create unique portfolio models to meet your clients’ specific needs. Wealthbot enables you to assign a designated risk score to clients, alongside a selection of pre-built models that suit their financial goals. Utilizing the same 128-bit encryption standard employed by banks, Wealthbot ensures your clients' assets are securely managed, with their funds residing with your chosen custodian and never directly interfaced by our platform. With Wealthbot, you gain the flexibility and security necessary to elevate your wealth management services to the next level.

Range is a comprehensive wealth management platform that aims to deliver contemporary financial guidance encompassing investment strategies, tax planning, retirement solutions, cash flow management, and real estate investments. Specifically designed for high-income professionals such as executives, entrepreneurs, medical practitioners, and technology experts, Range provides an extensive array of services that assist clients in optimizing their portfolios, enhancing tax efficiency, preparing for retirement, and tracking their financial performance. The platform boasts advanced professional-grade projections, creating thousands of intricate scenarios that factor in market fluctuations and personal data, revealing new avenues for growth and potential benefits. With a commitment to transparency, Range employs a flat-fee pricing structure that avoids any Assets Under Management (AUM) fees, allowing clients to preserve more of their wealth in the long run. Additionally, users can consolidate all their financial accounts into a single, user-friendly dashboard that updates automatically, effectively removing the hassle of managing disparate accounts and disconnected data. This innovative approach not only simplifies financial management but also empowers clients to make informed decisions about their wealth.

Sesame, created by Landytech, serves as a comprehensive investment management platform tailored for asset owners, managers, and advisors, offering them a suite of tools for effective data consolidation, analysis, and reporting. This platform allows users to gather data seamlessly from various custodians and asset classes, including intricate financial instruments, thus providing a cohesive overview of their investment portfolios. With its institutional-grade analytics, Sesame empowers users to evaluate performance, risk, and exposure, which supports more informed decision-making in investments. The platform's report builder features a user-friendly drag-and-drop interface that aids in producing visually appealing and customizable reports, which can be automated and scheduled for efficiency. Furthermore, Sesame incorporates monitoring features that allow users to set up personalized alerts for compliance violations and other significant occurrences, thereby reinforcing proactive risk management strategies. To enhance collaboration, the platform offers tools like task management and centralized document storage, which streamline operational workflows and boost overall productivity. By integrating these features, Sesame not only simplifies the investment management process but also helps users stay ahead in the ever-evolving financial landscape.

Innovative Wealth Management solutions are available for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We transform various input formats and protocols from multiple sources into a single, standardized output format. This standardized approach allows our data formats to be 'reused' for creating new interfaces as needed, which greatly cuts down on the time required to implement new functionalities. Financial institutions can offer their clients a secure and standardized data service through m2Data with minimal impact on daily operations. Moreover, m2Wealth stands out as one of the few providers equipped with fully functional EBICS capabilities. M2 has established 'connectors' with numerous European Custodians and Banks that have chosen EBICS as their preferred connection protocol, ensuring global daily distribution. As the number of Banks and Custodians opting for EBICS continues to rise, M2 is actively collaborating with these financial institutions to enhance their services. By streamlining data management and fostering connections, M2 empowers financial entities to operate more efficiently in a rapidly evolving market.

Introducing Co-Pilot, an innovative multi-asset portfolio trading platform designed specifically for proactive wealth managers. Flyer provides a comprehensive FIX solution that includes an extensive array of software, integrations, development kits, and dedicated support. This all-in-one investment platform streamlines portfolio and order management within a single multi-asset application, all supported by the Flyer Trading Network. The Co-Pilot API empowers developers to swiftly build their own trading platforms and connect with various trading partners, ensuring a seamless and user-friendly experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, simplifying trading interactions with custodians and brokers alike. To navigate the complex workflows associated with managing a wide array of equities and mutual funds, advanced trading tools are essential. When you layer potential allocation combinations atop each other, the sheer number of unique portfolio possibilities expands exponentially, highlighting the platform's versatility and potential for wealth management. As the financial landscape evolves, Co-Pilot stands ready to adapt and meet the needs of its users.

Aleta serves as an advanced wealth management solution tailored for family offices, financial advisors, and wealth managers, seamlessly aggregating data from a variety of custodians, asset categories—including private equity and real estate—and currencies into a user-friendly dashboard. By integrating AI-driven analytics, interactive visualizations, and detailed transaction insights, it is bolstered by over 100 banking integrations and more than 15 years of expertise in reporting. The platform streamlines the processing of private-equity statements, facilitating the straightforward inclusion of alternative assets in investment portfolios. Additionally, it incorporates ESG and impact metrics alongside traditional financial returns to promote sustainable wealth management strategies. Aleta has garnered recognition through industry awards for its reporting excellence and features a modern cloud-native architecture, a mobile application for convenient access, customizable white-label options, and is built on a Microsoft-based infrastructure. With robust security measures including SOC 2 certification, multi-factor authentication, and encryption, Aleta ensures the safety and integrity of client data while remaining a leading choice in the wealth management sector. Its commitment to innovation and user experience positions Aleta as a frontrunner in enhancing the way wealth is managed for future generations.

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.

Greenlock operates as an autonomous wealth management platform that utilizes a Swiss-based, zero-knowledge framework, providing full transparency and capital efficiency for both single- and multi-family offices. The platform offers extensive services including comprehensive fee benchmarking and reduction, performance audits, optimization of private equity and venture capital portfolios, real estate oversight, executive reporting, and core capital risk monitoring. By leveraging advanced analytics and net-of-fee assessments, it reveals hidden expenses such as those from banks, private equity, and hedge funds, enabling wealth owners to make informed, fee-conscious choices. Family offices benefit from the ability to create customized, automated reports featuring modules that can be tailored to address risk, returns, fees, benchmarks, and non-bank assets. Greenlock seamlessly integrates with current systems and operates without selling financial products or managing client assets, thereby maintaining incentives that are fully aligned with the owners' interests. Managing more than $2 billion in assets, the platform has successfully achieved significant fee reductions for its clientele, reinforcing its value as a partner in wealth management. This capacity allows it to continually adapt and respond to the evolving needs of family offices in today's financial landscape.

Aladdin Wealth™ stands as a premier platform that is shaping the future landscape of wealth management. Utilizing the advanced portfolio and risk assessment technologies trusted by BlackRock and esteemed institutions worldwide, we are revolutionizing wealth management practices and redefining the interactions between advisors and individual investors. Stay ahead in your industry with a wealth of comprehensive data that empowers you to spot trends and manage your resources effectively. Simplify the intricate needs of your clients through a holistic strategy that delivers pertinent and timely insights during each client interaction. Tailor portfolios to meet the distinct circumstances of each client while maintaining the ability to personalize on a large scale. Propel your business forward with robust tools designed to engage clients and support them in reaching their financial goals. The rapidity and thoroughness with which you comprehend your firm's dynamics are essential for success. Access Aladdin Wealth™ analytics that integrate all aspects of your enterprises, locations, and operations, providing a comprehensive overview in a single platform, ensuring that you can make informed decisions swiftly and efficiently. With our platform, your business can not only grow but thrive in an ever-evolving financial landscape.

Mezzi introduces an innovative approach to wealth building and provides insights that were once only available to those with costly financial advisors. You can keep your current investment accounts while utilizing Mezzi's tailored strategies to minimize capital gains taxes, lower fund fees, enhance passive income, and fine-tune your portfolio distribution. Effective investing involves having a comprehensive view of your investments, and Mezzi allows you to compare performance and allocations across multiple accounts, paving the way for optimization. The platform offers recommendations that assist in rebalancing your allocations and making your surplus cash work harder for you. Navigating investment taxes can be a daunting task, but Mezzi's sophisticated calculators and AI-driven recommendations simplify the process, enabling tax savings. Furthermore, Mezzi's AI identifies more affordable funds that provide similar exposure, potentially saving you thousands in fees. At Mezzi, we prioritize your privacy and data security above all else. Our commitment to an ad-free environment ensures that your information remains entirely yours, and we will never share it with third parties at any time. Additionally, with our user-friendly interface and robust features, you will find that managing your investments has never been easier.

Envestnet offers a cohesive multi-portal platform designed to optimize the wealth management experience. By synchronizing data across our extensive network, we provide insightful and actionable intelligence that promotes growth and enhances client results. Our integrated portals serve as comprehensive solutions that are easily accessible, covering all crucial aspects of the advisory process. The advisor portal is particularly efficient, allowing financial advisors to streamline their client-focused activities while minimizing time spent on administrative and back-office responsibilities. Meanwhile, the manager portal offers a robust solution for third-party strategists and separate account managers to effectively manage client portfolios for advisors. In addition, managers can utilize advanced analytics and reporting tools to make informed decisions regarding distribution strategies and gain a more profound understanding of their business portfolio. This holistic approach not only improves operational efficiency but also fosters stronger client relationships and drives overall success in wealth management.

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

At Total Bank Solutions, we leverage extensive industry expertise, cutting-edge business methodologies, and proprietary technology to deliver adaptable wealth management services. Our Insured Deposit Program offers cash investors the advantage of enhanced FDIC insurance, while simultaneously providing participating banks with a reliable, diverse, and cost-efficient source of deposit funding. This program also facilitates the placement of reciprocal deposits within a cohesive deposit sweep solution. With assets exceeding $80 billion under administration (AUA), TBS stands out as a prominent provider of insured deposit programs in the financial sector. Additionally, the TBS Loan Management System serves as a comprehensive platform for securities-based lending, bridging the gap between banks with surplus lending capacity and intermediaries, along with their clients. This innovative approach enables advisors and financial institutions to present clients with competitively priced securities-based lines of credit, offering more favorable rates and tax benefits compared to traditional home equity loans, ultimately enhancing customer satisfaction and financial flexibility.

CapIntel is an innovative, cloud-based platform designed for generating proposals and comparing investments, specifically aimed at enterprise wealth managers, financial advisors, and asset management teams. Its user-friendly drag-and-drop proposal builder allows users to create branded, interactive digital proposals that include customizable elements such as text, visuals, charts, and real-time performance comparisons. Financial advisors have the capability to import client holdings and measure them against either proprietary or custom models, while also being able to replicate and modify portfolios instantly, presenting their analyses in real-time, whether online or face-to-face. The platform is equipped with built-in compliance measures, automated tracking, and analytics to provide standardized workflows and enhance transparency. Additionally, it accommodates limitless product comparisons, offers comprehensive portfolio management tools for creating, saving, cloning, and managing models and contacts, and facilitates smooth integration of compliance and marketing resources for enhanced operational efficiency. This robust tool empowers advisors to deliver tailored, insightful presentations that align with their clients' specific financial needs.

Partnering with QPLIX allows banks to revolutionize their wealth management services through digital transformation in portfolio management. We unlock a wide array of opportunities and facilitate the development of new business models. Provide your clients with a state-of-the-art digital experience that includes managing non-bankable assets as well as those held at other financial institutions for your most esteemed clients. Leverage your existing resources to expand your business and reach a larger client base. Our digital platform, designed specifically for portfolio management, integrates all necessary components, including accounts, custodians, diverse asset classes, investment guidelines, and distribution across various countries, currencies, and ownership structures. Regardless of the complexity involved, you will always have a comprehensive view of each client's total assets, enabling you to conduct accurate analyses and forecasts. This capability allows you to refine your investment strategies, present appropriate products, and enhance your wallet share. Moreover, QPLIX fosters improved collaboration not only with your clients but also within your team and among external service providers, creating a more cohesive approach to wealth management. Ultimately, this collaboration strengthens relationships and enhances overall service delivery.

The Cheetah Wealth Management Platform consolidates all necessary tools for wealth management into a single, accessible location. This user-friendly approach is a key reason why more than 250 clients have chosen our services. Cheetah Wealth Management aims to transform the traditional trust accounting system by incorporating advanced technologies to create a seamless and effective mobile solution tailored for the wealth management sector. We constructed Cheetah from scratch, employing cutting-edge technology to offer a scalable, adaptable, and extensible solution for managing wealth. Additionally, the Accutech Data Exchange (ADEX) provides timely and precise asset pricing along with market analytics directly integrated into the platform. We firmly believe that your data should be readily available, not confined in a vault. The Cheetah API efficiently handles information requests, allowing it to return data to the requesting system seamlessly. Furthermore, it is capable of processing incoming data requests, enabling the addition of new information or the updating of existing records within the Cheetah database. By enhancing accessibility and functionality, Cheetah aims to redefine the standards of wealth management solutions.

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

The Q4 Wealth Management System (Q4) delivers tailored modeling, analytics, and reporting solutions specifically designed for your organization's needs. It allows reporting at every tier of your company, from comprehensive bank-wide and division officer reports down to individual account analyses. All analytics and reports are supported by a wealth of detailed data, including the specific assets associated with each account, ensuring maximum accuracy in fee modeling and precise balances in relation to your banking systems. Assessing profitability helps you pinpoint both lucrative and non-lucrative relationships, providing essential insights for strategic negotiations and minimizing discounts on less profitable accounts while safeguarding your valuable clientele. Furthermore, with the ability to aggregate data across all levels of the organization, you can thoroughly assess revenue against expenses for various products, regions, relationship officers, or individual clients. This extensive capability enhances your decision-making process, ultimately driving better business outcomes.

Over the past ten years, the solution has developed a robust array of business line offerings and possesses a comprehensive set of features. It encompasses Front Office functionalities such as pre-deal assessments, real-time portfolio positions, cash flow management, and profitability tracking, alongside Back Office tasks including deal settlements, corporate action postings, MTM valuations, accounting, and NAV generation, thereby addressing the full spectrum of investment management needs. Additionally, FundSense, the business intelligence tool, streamlines the decision-making process, making it quicker, simpler, and more collaborative. Its user-friendly drag-and-drop capability facilitates the integration of data from various sources seamlessly. Users can design and access customized, interactive data visualizations and dashboards to enhance their decision-making experience. Furthermore, FundSense delivers rapid analytics and an engaging user experience directly on the user's desktop, significantly improving efficiency in operations.

Navigating the intricate and demanding landscape of wealth management involves various facets, from managing client relationships to ensuring compliance and conducting thorough reporting and rebalancing. The Black Diamond® Wealth Platform empowers you to focus on guiding your clients throughout their entire wealth journey. With its user-friendly dashboards, extensive features, intelligent integrations, and outstanding service, it simplifies the process of delivering an advanced and contemporary client experience. You can offer a customizable portfolio dashboard that grants your clients a personalized, on-demand view of their performance, anticipated income, asset allocations, activity summaries, and much more. Additionally, the two-way secure document vault facilitates a smooth experience for sending, storing, and auditing important files like custodial statements. Furthermore, the platform includes outside account aggregation, allowing you to examine net worth details and generate comprehensive balance sheet reports, enhancing overall financial visibility and planning. By leveraging these tools, wealth managers can significantly enhance their service offerings and client satisfaction.

NetX360® serves as a centralized platform for professionals to effectively run their businesses and cater to their clients by leveraging data and analytics to transform the user experience. It accommodates various business models, whether you're involved in commission, advisory, retail, self-directed, institutional, or asset management. Users can enjoy a multitude of benefits, such as enhanced process efficiency through global search capabilities that simplify information retrieval, a more seamless overall experience, and wide-ranging integration options with solutions for market data, news, research, financial planning, and reporting tools. With NetX360, you can harness its capabilities no matter where you are. The mobile version, NetX360 Mobile, allows you to conduct business on the go, providing easy access to client information and ensuring you remain updated on the latest market trends and news. Additionally, you can swiftly fund accounts using mobile check deposits, making your workflow even more efficient. This combination of accessibility and functionality empowers professionals to stay ahead in a fast-paced environment.

Etops enhances the digital transformation of the financial sector by offering comprehensive solutions tailored to private banks, asset and wealth management firms, family offices, and pension funds. Our offerings encompass the full value chain, addressing various needs from lead generation and customer relationship management to onboarding, portfolio oversight, compliance, and detailed reporting, ensuring that every aspect of financial operations is seamlessly integrated and optimized for success.

Our comprehensive financial planning software, designed with compliance in mind, empowers you to analyze your clients' existing circumstances thoroughly and formulate reliable strategies for their future. The user-friendly interface streamlines the gathering of information regarding assets, liabilities, income, and expenses into a single location. Projections for retirement and insurance requirements assist you in addressing all conceivable factors. You have the flexibility to accept, reject, or modify the recommendations generated by the platform, helping you optimize your time and resources. By utilizing either regularly updated or tailored assumptions, you can ensure alignment with your firm's guidelines. Additionally, our customizable report templates allow you to directly address your client’s unique needs, enabling the inclusion of intricate, personalized content in each section of the report for enhanced relevance and engagement. This personalized touch not only strengthens client relationships but also enhances the overall quality of financial advice provided.

Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.

An all-encompassing platform tailored for financial advisors prioritizing client relationships, this solution features a modern and user-friendly interface that grants immediate access to all client data. It offers a visually appealing and seamless client interaction experience through a white label mobile application and portal. The platform encompasses various functionalities, including performance analysis, trading and rebalancing features, billing, and a secure document vault. Additionally, it integrates with 25 top wealth-tech providers in areas like CRM, planning, and risk management, along with direct links to 14 custodians and numerous financial institutions. Whether you're a small firm that has outgrown basic custodian tools or a larger enterprise seeking a better all-in-one solution, CircleBlack is designed to enhance efficiency, impress clients, and attract new business. This comprehensive tool serves as the ideal choice for advisors transitioning from wirehouse and IBD channels, aiming for a modern tech solution for their new RIA. With our exceptional support services, we ensure a smooth transition that reduces client loss and enhances overall professionalism, allowing advisors to focus on what truly matters—building lasting client relationships.

Consolidate your client accounts through tailored integrations to generate insightful reports that showcase your value to clients. Highlight the potential impact of your suggestions on a prospect's financial growth by providing hypothetical sales scenarios that incorporate elements like investments, withdrawals, reinvestment of dividends, taxes, and more. Align your clients' aspirations with comprehensive firmwide strategies that are directed towards achieving their financial goals using investment models, lists, and methodologies. Additionally, utilize Monte Carlo simulations to demonstrate the potential success of various strategies. With Morningstar Goal Bridge, you can engage in goals-oriented discussions with clients and seamlessly link those ambitions to a clear and effective investment strategy, all within an intuitive and robust workflow. This approach not only enhances client engagement but also reinforces their confidence in your expertise.