Vendor Due Diligence › Vendors
Each profile shows the vendor’s category, sensitivity classification, and client-PII footprint, and links into the gated portal where every researched answer carries a public citation. Catalog updated 2026-08-15.
AI Meeting / Note-taker (17)
- CopyTalk
- Fathom
- Filenote.ai
- Fingale
- Finmate AI
- Fireflies
- Grain
- Jump
- Otter.ai
- Parrot AI by Advisor360
- Powder
- Pulse360
- Speakwrite
- Sybill
- The Meetings Hub
- Zeplyn
- Zocks
AI Platform / LLM (5)
AI Writing Assistant (1)
Account Aggregation / Data (2)
Account Aggregation / Held-Away (10)
- AltExchange
- Arch
- Bridge Financial Technology
- ByAllAccounts
- Canoe Intelligence
- Kubera
- Masttro
- Plaid
- Pontera
- Yodlee
Advice Engagement (2)
Advisory Fee Billing (6)
Bill Pay / Payments (1)
Budgeting / PFM (1)
CRM (27)
- Act!
- AdvisorCRM
- AdvisorEngine
- Advisors Assistant
- Advyzon
- Altitude CRM
- AppCrown
- Black Diamond CRM
- Less Annoying CRM
- Maximizer
- Microsoft Dynamics
- NexJ
- OpAlpha
- Practifi
- ProTracker
- Redtail
- RIA Workspace
- Ridgeline
- Salesforce
- Shellblack
- Skience
- SmartOffice
- Spaces CRM
- SS&C Salentica
- UGRU
- Wealthbox
- XLR8
Cash Management (1)
Charitable / DAF (1)
Class Action Claim Filing (1)
Client Data Gathering / Onboarding (8)
Client Protection / Elder Fraud (2)
Client Texting / Communications (3)
Comms Archiving / Monitoring (9)
Compliance (23)
- ACA ComplianceAlpha
- Buckler
- Complect
- Compliance Approved
- COMPLY
- Fi360
- FiduciaryShield
- FIN Compliance
- Hadrius
- InvestorCOM
- La Meer
- MTradecraft
- MyComplianceOffice
- Orion Compliance
- Oyster Solutions
- Red Oak Compliance
- RegEd
- RegVerse
- RIA Compliance Technology
- RIA Compliance Technology
- Saifr
- SmartRIA
- Thomson Reuters CoCounsel
Compliance / Archiving (2)
Custodial Platform (31)
- Altruist
- American Trust Custody (formerly Mid Atlantic Trust Company)
- Apex Clearing
- AssetMark
- Axos Advisor Services
- Betterment Advisor Solutions
- BlackRock Advisor Center
- Broadridge Financial Solutions
- Cetera AdviceWorks
- Columbia Private Trust (formerly Pacific Premier Trust)
- Equisoft
- Equity Advisor Solutions
- Equity Trust Company
- Fidelity Wealthscape
- Goldman Sachs Custody Solutions
- Innovayte
- Inspira Financial
- Interactive Brokers
- J.P. Morgan (Custody & Clearing)
- LPL ClientWorks
- Matrix Trust Company
- National Advisors Trust Company
- Pershing NetX360
- Raymond James
- RBC Black
- Schwab Advisor Services
- Schwab Intelligent Portfolios
- Schwab Portfolio Connect
- SEI
- STRATA Trust Company
- TradePMR
Cybersecurity / Endpoint Protection (1)
Digital Advice / Wealth Platform (4)
Document Mgmt / CLM (1)
Document Mgmt / File Sharing (21)
- Box
- Citrix ShareFile
- DocuPace
- Dropbox
- eFileCabinet
- Egnyte
- Forms Logic
- FutureVault
- Google Drive
- iPaladin
- Laserfiche
- leafplanner
- Microsoft OneDrive
- NetDocuments
- Paperclip
- ShareFile
- SharePoint
- SideDrawer
- SmartVault
- Summitas
- Trustworthy
E-Signature (5)
Email Hosting / Cloud Communications (1)
Estate / Legacy (14)
- Brentmark Estate & Charitable Planner Live
- EncorEstate Plans
- Epilogue
- Estate View
- Everplans
- Hope Trust
- LegacyShield
- Luminary
- Special Needs Map
- Trust & Will
- Vanilla
- Wealth.com
- YourEFolio
- zCalc Estate Planner
Financial Planning (45)
- Advisys
- AiVante
- Asset-Map
- Big Picture App
- Biz Equity
- Boldin
- BucketBliss
- Capitaliz
- Caravel Concepts
- Cheshire Wealth Manager
- Conquest Planning
- CS Planner
- Elements
- eMoney Advisor
- ExecPlan
- Healthpilot
- HealthView Services
- Income Conductor
- Income Discovery
- Income InSight
- Income Lab
- Income Solver
- inStream Wealth
- JourneyGuide
- Libretto
- MAXIFI
- MoneyGuidePro
- MoneyTree
- MoneyTree Merit
- NaviPlan
- PlanPro
- Planswell
- ProjectionLab
- Range
- Retirement Analyzer
- RetirementView Pro
- RightCapital
- Savology
- Visiwealth
- Voyant
- Wealth2k
- WealthConnect
- WealthStream
- WealthTec
- WealthTrace
Fund Company / Transfer Agent (1)
Health Insurance Carrier (5)
- Aetna (CVS Health)
- Cigna Healthcare
- Elevance Health (Anthem Blue Cross Blue Shield)
- Humana
- UnitedHealthcare
Insurance / Annuity Carrier (6)
Investment Data / Analytics (13)
- Atlas Point
- bondIT
- Boosted.ai
- Equisoft Analyze
- ForwardLane
- Jacobi
- Kwanti
- Morningstar
- Rogo
- TIFIN Wealth
- VRGL
- YCharts
- Zephyr
Managed IT / Cybersecurity (4)
Market Data / Research (40)
- Act Analytics
- Aiera
- Alpha Vee
- AlphaSense
- Asset Camp
- BITA
- Bloomberg Terminal
- Blue Vault
- CapIntel
- CFRA
- Chaikin Analytics
- Clarity AI
- Dorsey Wright Model Builder
- Equisoft Fund Compare
- Ethos ESG
- FactSet
- FinMason
- Fiscal.ai
- Hebbia
- Index One
- Koyfin
- Logicly
- LSEG Workspace
- MacroRisk Analytics
- Magnifi
- MarketDesk
- MarketGrader
- MSCI Wealth Manager
- Nebo By GMO
- Portfolio Visualizer
- RiXtrema
- Telemet Orion
- Trackinsight
- Trendrating
- Venn
- Venn by Two Sigma
- Windham Portfolio Advisor
- YourStake
- Zacks Advisor Tools
- Zephyr Portfolio Analytics
Marketing / Website (30)
- Advisor I/O
- Advisor Websites
- AdvisorSEO Max
- AdvisorStream
- Amplify
- Amplify Reviews
- Clearnomics
- Financial Media Exchange
- Finsites
- FMG Suite
- GoDaddy
- HubSpot
- Levitate
- Mailchimp
- Out & About Communications
- Pageport
- Paladin Advantage Marketing Platform
- ReachStack
- Real Wealth Marketing
- Snappy Kraken
- Squarespace
- Tiny Frog
- UpContent
- Veriday
- VidVisor
- Wealthsites
- WealthVoice
- Wix
- Wordpress
- Yext
Password Management (1)
Performance Reporting / Portfolio Mgmt (26)
- Addepar
- Advisor360
- AssetBook
- Black Diamond Wealth Solutions
- Blueleaf
- Capitect
- Captools
- CircleBlack
- Copia Wealth Studios
- d1g1t
- Envestnet Tamarac
- EZFol.io
- FinFolio
- First Rate
- FolioMax
- InvestCloud
- Orion Advisor Services
- Panoramix
- Pershing Albridge
- PortfolioMetrics
- SmartX Advisory
- SoftPak
- SS&C Advent
- SS&C Eze
- SS&C Genesis Portfolio Management
- Vestmark
Planning Content / Tools (1)
Portfolio Risk / Analytics (2)
Productivity / Project Mgmt (1)
Productivity / Workspace AI (1)
Productivity Suite / Email (2)
Prospecting / Lead Gen (20)
- AcquireUp
- Advisor.com
- AdvisorFinder
- aidentified
- Catchlight
- ComparisonAdviser
- Datalign Advisory
- FeeOnlyNetwork
- FinanceHQ
- FinancialAdvisors.com
- Harness
- IndyFin
- Money Pickle
- SmartAsset
- Unbiased
- WealthFeed
- Wealthramp
- WealthTender
- WiserAdvisor
- Zoe Financial
Retirement / 401(k) (4)
Retirement Recordkeeping / TPA (4)
Risk Tolerance / Behavior (12)
- Andes Risk
- Capital Preferences
- DataPoints
- DNA Behavior
- Nitrogen
- OnPointe Risk Analyzer
- PocketRisk
- RiskPro Advisor
- SmartRisk
- StratiFi
- Tolerisk
- Unitifi
Scheduling (8)
Social Security Analysis (3)
Tax (9)
- Bloomberg Income Tax Planner
- CFS TaxTools
- FP Alpha
- Hive Tax AI
- Holistiplan
- SymPalTax
- Tax Clarity
- TaxStatus
- Thomson Reuters Planner CS