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Advisor Engine: Advisor Engine is a complete wealth management software program that incorporates CRM solutions, performance reporting, digital onboarding and fee billing. It's tailored to RIAs ...
800 [2] (2023) Website. addepar.com. Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high and ultra high-net-worth companies and individuals.
Clearwater Analytics is a software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions. [1] Clearwater is a publicly traded company headquartered in Boise, Idaho, with ...
In addition to the tools mentioned so far, there are some other additions you might want to make to your RIA tech stack. They can include: File management and sharing software programs. Task ...
Godur agreed that automation is the best way to simplify money management. “Both YNAB and Quicken offer automated features that track your spending, categorize transactions and even forecast ...
Betterment is an American financial advisory company which provides digital investment, retirement and cash management services. [2] The company is based in New York City, registered with the Securities and Exchange Commission, [3] and a member of the Financial Industry Regulatory Authority. It is a registered investment advisor and broker-dealer.
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