Robust platform with CRM, workflow management, and tools to help grow your wealth management and advising business.
Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.
RobotFX Fluid is a MetaTrader advisor that detect the trend, opening/closing trades within a defined price movement (at precise entry/exit levels) and manage winning trades as well as recovering a lost trade.
VestmarkONE is a powerful, integrated platform that harmonizes key wealth management functions proposal generation, portfolio construction, trading, compliance monitoring, performance reports, and sleeve level accounting into an efficient single solution across all custodians, and helps you meet the increasingly complex demands of advising and servicing your clients while maximizing your productivity.
An intelligent robo-advisory platform for wealth managers with the strongest algorithmic engine on the market that allows to build sophisticated investment algorithms. It uses Artificial Intelligence to give advisors unique insights about their clients to lower churn and increase engagement. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.
T-Advisor is a platform that allows clients to face the current market competitors with a tailor-made solution from a leader company with cutting-edge financial technologies.
Offers an automated investment management service that maximizes the real investment returns¹ for each investor's risk tolerance, financial capacity, and investment preferences.
Valuefy is a global pioneer in cutting edge investment technology. We help enable smarter, data driven decisions at every stage of the investment lifecycle.
B2B white-label robo advisory is an integrate solution for digital and hybrid business models.
OMNIFUNDS analyzes market direction and industry trends to make sure holdings are aligned in the direction of the market.
Jemstep Advisor Pro is an innovative advisor-directed technology that enhances the way advisors connect with their clients and run their businesses. The platform provides the ability to prospect for and serve clients more efficiently, and to use cutting-edge digital technology to deliver their valued advice.