Vendor Directory

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 2026-10-14.

AI Meeting / Note-taker (19)

• CopyTalk
• Fathom
• Filenote.ai
• Fingale
• Finmate AI
• Fireflies
• Grain
• Jump
• Otter.ai
• Parrot AI by Advisor360
• Powder
• Pulse360
• Read AI
• Speakwrite
• Sybill
• Temi (Rev.com)
• The Meetings Hub
• Zeplyn
• Zocks

AI Platform / LLM (6)

• Anthropic (Claude)
• Finpilot
• Google Gemini for Workspace
• Microsoft 365 Copilot
• OpenAI (ChatGPT)
• Perplexity AI

AI Writing Assistant (1)

• Grammarly

Account Aggregation / Data (2)

• DST FAN Mail (SS&C)
• WealthArc Data Box

Account Aggregation / Held-Away (10)

• AltExchange
• Arch
• Bridge Financial Technology
• ByAllAccounts
• Canoe Intelligence
• Kubera
• Masttro
• Plaid
• Pontera
• Yodlee

Advice Engagement (2)

• Lumiant
• ROL Advisor

Advisory Fee Billing (6)

• AdvicePay
• BillFin
• BillPro
• FeeMetri(k)s
• Milemarker
• SmartKx

Alternative Investments Platform (2)

• CAIS
• iCapital

Backup / Disaster Recovery (2)

• Carbonite
• IDrive

Banking / Securities-Backed Lending (1)

• The Bancorp (The Bancorp Bank, N.A.)

Bill Pay / Payments (2)

• Bill.com
• Square (Block, Inc.)

Broker-Dealer / Capital Markets (1)

• RBC Capital Markets

Budgeting / PFM (1)

• Monarch

CRM (32)

• Act!
• AdvisorCRM
• AdvisorEngine
• Advisors Assistant
• Advyzon
• Altitude CRM
• AppCrown
• Beaufort 12
• Black Diamond CRM
• Daylite (Marketcircle)
• Gorilla (Bill Good Marketing)
• Less Annoying CRM
• LinkPoint360
• Maximizer
• Microsoft Dynamics
• NexJ
• OpAlpha
• Practifi
• ProTracker
• Redtail
• RIA Workspace
• Ridgeline
• Salesforce
• Shellblack
• Skience
• SmartOffice
• Spaces CRM
• SS&C Salentica
• UGRU
• Wealthbox
• XLR8
• Zoho

Cash Management (2)

• Fispoke
• Flourish Cash

Charitable / DAF (1)

• Charityvest

Class Action Claim Filing (1)

• Chicago Clearing Corporation

Client Data Gathering / Onboarding (9)

• El Camino Financial
• Feathery
• Flextract
• JotForm
• OnBord
• PreciseFP
• Quik!
• SmartData
• Typeform

Client Protection / Elder Fraud (2)

• Carefull
• Whealthcare

Client Texting / Communications (4)

• CurrentClient
• Loom
• MyRepChat
• Redtail Speak

Cloud Infrastructure / Hosting (2)

• Amazon Web Services (AWS)
• Microsoft Azure

Comms Archiving / Monitoring (12)

• Archive Intel
• Behavox
• CellTrust
• Erado (OpenText Core Business Communication Archive)
• GlobalRelay
• Greenboard
• MessageWatcher
• MirrorWeb
• PageFreezer
• Patrina
• Presults
• Smarsh

Compliance (25)

• ACA ComplianceAlpha
• Buckler
• Complect
• Compliance Approved
• COMPLY
• Donaldson Compliance Consulting
• Fi360
• FiduciaryShield
• FIN Compliance
• Hadrius
• Institutional Shareholder Services (ISS STOXX)
• InvestorCOM
• La Meer
• MTradecraft
• MyComplianceOffice
• Orion Compliance
• Oyster Solutions
• Red Oak Compliance
• RegEd
• RegVerse
• RIA Compliance Technology
• Saifr
• SmartRIA
• Synergy RIA Compliance Solutions
• Thomson Reuters CoCounsel

Compliance / Archiving (2)

• Red Capture
• XY Archive

Custodial Platform (37)

• 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 Investments (Wealthscape / Fidelity Institutional)
• First Clearing (Wells Fargo Clearing Services, LLC)
• Forge Trust (Forge Trust Co.)
• Goldman Sachs Custody Solutions
• Goldman Sachs Prime Brokerage
• Innovayte
• Inspira Financial
• Interactive Brokers
• J.P. Morgan (Custody & Clearing)
• LPL ClientWorks
• Matrix Trust Company
• my529 (Utah 529 Plan)
• National Advisors Trust Company
• Pershing NetX360
• Raymond James
• RBC Black
• Safra (Safra National Bank of New York)
• Schwab Advisor Services
• Schwab Intelligent Portfolios
• Schwab Portfolio Connect
• SEI
• STRATA Trust Company
• TradePMR
• Vanguard

Cybersecurity / Email Security (2)

• Avanan (Check Point Email Security)
• Barracuda Networks

Cybersecurity / Endpoint Protection (2)

• Norton
• SonicWall

Digital Advice / Wealth Platform (4)

• FusionIQ
• Marstone
• Nest Wealth
• Profile Axia Suite

Document Mgmt / CLM (1)

• Conga

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)

• AdobeSign
• DocuSign
• Dropbox Sign
• RightSignature
• SIGNiX

Email Hosting / Cloud Communications (3)

• 8x8
• Intermedia
• RingCentral

Estate / Legacy (15)

• Brentmark Estate & Charitable Planner Live
• EncorEstate Plans
• Epilogue
• Estate View
• Everplans
• Hope Trust
• LegacyShield
• Luminary
• Snug
• Special Needs Map
• Trust & Will
• Vanilla
• Wealth.com
• YourEFolio
• zCalc Estate Planner

Financial Planning (47)

• Advisys
• AiVante
• Asset-Map
• Big Picture App
• Biz Equity
• Boldin
• BucketBliss
• Capitaliz
• Caravel Concepts
• Cheshire Wealth Manager
• Conquest Planning
• CS Planner
• Delegated Planning
• 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
• Torrid Technologies
• Visiwealth
• Voyant
• Wealth2k
• WealthConnect
• WealthStream
• WealthTec
• WealthTrace

Fund Company / Transfer Agent (2)

• American Funds (Capital Group)
• Blackstone (Blackstone Inc., Private Wealth)

Health Insurance Carrier (6)

• Aetna (CVS Health)
• Cigna Healthcare
• Elevance Health (Anthem Blue Cross Blue Shield)
• Humana
• UnitedHealthcare
• Wellmark Blue Cross and Blue Shield

Insurance / Annuity Carrier (14)

• Athene Annuity & Life
• DPL Financial Partners
• Equitable Distributors (formerly AXA Distributors)
• Jackson National Life
• Lincoln Financial Group
• LLIS (Low Load Insurance Services)
• Manulife
• MassMutual
• Nationwide
• Pacific Life
• Protective Life
• The Hartford
• Transamerica
• Unum

Investment Data / Analytics (13)

• Atlas Point
• bondIT
• Boosted.ai
• Equisoft Analyze
• ForwardLane
• Jacobi
• Kwanti
• Morningstar
• Rogo
• TIFIN Wealth
• VRGL
• YCharts
• Zephyr

Managed IT / Cybersecurity (17)

• 1Password
• Agio
• Backupify
• CMIT Solutions
• Complete Network Management
• Datto
• ECI (Eze Castle Integration)
• Huntress
• Investment Technology Partners (ITP)
• KnowBe4
• LastPass
• Midnight Blue Technology Services
• Mimecast
• Okta
• OneSecure Technology
• Proofpoint
• Visory

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 (32)

• Advisor I/O
• Advisor Websites
• AdvisorSEO Max
• AdvisorStream
• Amplify
• Amplify Reviews
• Clearnomics
• Constant Contact
• 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
• York Assists (now York Digital Studio)

Note-taking Device / Cloud Sync (1)

• reMarkable

Outsourced CIO / Investment Mgmt (1)

• East Bay Investment Solutions

Password Management (1)

• Bitwarden

Performance Reporting / Portfolio Mgmt (27)

• Addepar
• Advisor360
• AssetBook
• Black Diamond Wealth Solutions
• Blueleaf
• Capitect
• Captools
• CircleBlack
• Copia Wealth Studios
• d1g1t
• Envestnet Tamarac
• Eton Solutions
• 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)

• fpPathfinder

Portfolio Management / Reporting (1)

• NDEX Systems

Portfolio Risk / Analytics (2)

• BlackRock Aladdin Wealth
• Orion Risk Intelligence

Productivity / Project Mgmt (2)

• Asana
• monday.com

Productivity / Workspace AI (3)

• Airtable
• Coda (Superhuman Docs)
• Notion AI

Productivity Suite / Email (5)

• AppRiver (OpenText)
• Google Workspace
• Microsoft 365 / Office 365
• Slack
• Zoom

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

Records Destruction / Shredding (2)

• Infoshred
• Iron Mountain

Retirement / 401(k) (4)

• Betterment for Business
• FiduciaryWorks
• Human Interest
• Vestwell

Retirement Recordkeeping / TPA (16)

• Ascensus
• Benefit Plans Plus
• CBIZ Retirement Plan Services
• Definiti
• Empower Retirement
• ePlan Services
• Fidelity Workplace Investing
• Finway Group
• John Hancock Retirement
• NOVA 401(k) Associates
• PCS Retirement
• Relius (FIS)
• Retirement Strategies Group
• T.E. Lott & Company
• The Pangburn Group
• TIAA

Risk Tolerance / Behavior (12)

• Andes Risk
• Capital Preferences
• DataPoints
• DNA Behavior
• Nitrogen
• OnPointe Risk Analyzer
• PocketRisk
• RiskPro Advisor
• SmartRisk
• StratiFi
• Tolerisk
• Unitifi

Scheduling (8)

• Acuity Scheduling
• AdvisorCal
• Calendly
• Engageware
• GReminders
• Microsoft Bookings
• OnceHub
• YouCanBookMe

Shipping / Courier (4)

• DHL Express
• FedEx
• UPS
• USPS

Social Security Analysis (3)

• Covisum Social Security Timing
• Horsesmouth Savvy Social Security
• SSAnalyzer

Subscription Billing / Invoicing (1)

• Chargebee

TAMP / Outsourced Investment Management (3)

• Buckingham Strategic Partners (now Focus Advisor Solutions, LLC)
• GeoWealth
• XYIS (XY Investment Solutions, LLC, dba XYPN Sapphire / XYPN Invest)

Tax (9)

• Bloomberg Income Tax Planner
• CFS TaxTools
• FP Alpha
• Hive Tax AI
• Holistiplan
• SymPalTax
• Tax Clarity
• TaxStatus
• Thomson Reuters Planner CS

Tax / Portfolio (1)

• LifeYield

Tax Planning (1)

• TaxCast

Trading / Rebalancing (5)

• ETNA Advisor
• Flyer Financial Technologies
• iRebal
• RedBlack
• SmartLeaf

Wealth Platform / Onboarding (1)

• OneVest

Workflow / Practice Mgmt (8)

• Bento Engine
• Gusto
• Hubly
• New Heights Solutions
• QuickBooks
• Sphynx Automation
• Virtual Outsource Solutions
• Zapier