Canoe Intelligence is a financial technology company that provides AI-driven software to automate and streamline alternative investment data management for institutional investors, capital allocators, and wealth managers. Its cloud-based platform uses machine learning to extract structured data from...
Docusign is a leading electronic signature platform that enables users to securely sign, send, and manage documents online from anywhere, at any time. Trusted by millions of organizations worldwide, Docusign streamlines agreement workflows with Intelligent Agreement Management, reducing paperwork...
Arch is the AI-powered operating system for private markets. We streamline the entire lifecycle of alternatives—collecting K-1s and statements, automating capital calls, and delivering real-time reporting—all in one secure platform. Information shown by third party websites is believed to be...
Wealthbox is a collaborative CRM platform that allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Envestnet’s Wealthbox integration provides Single Sign-On from the Envestnet LaunchPad. Envestnet's Wealthbox Advanced...
GiftingNetwork delivers a modern philanthropic platform that helps advisors, DAF sponsors, and institutions offer clients a seamless way to give and manage charitable assets. Our multi-sponsor donor-advised fund (DAF) solution is complemented by planned giving tools, private foundation support, and...
Morningstar Direct Advisory Suite, the next evolution of Advisor Workstation, is a connected suite of tools spanning proposal creation, investment research, and portfolio analytics. With an easy-to-use interface and client-friendly reports, advisors can confidently deliver personalized advice, drive...
OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture and microservices design enable financial institutions to configure solutions that fit...
Fynancial is a custom-branded mobile platform that enables RIAs to deliver real-time financial insights and engage clients through a unified, intuitive experience. Designed to integrate seamlessly with planning, performance, and CRM systems, Fynancial supports compliant communication, deeper client...