Client onboarding and portal software for advisors
Account opening, e-signature, portals, document vaults and the services around the client.
Client experience vendors
- CarefullAccount monitoring and scam-alert service that advisors and banks offer to older clients.
- DocupaceBack-office platform for account opening, document management and compensation at wealth firms.
- DocuSignElectronic signature and agreement platform used by many wealth firms.
- FlourishCash management service for advisors' clients, with FDIC-insured accounts, owned by MassMutual.
- PreciseFPClient data-gathering software that builds prefilled intake forms from a text prompt.
- Wealth AccessData-unification and client portal platform for banks and wealth management firms.