Search results
Results from the WOW.Com Content Network
Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions. [2] [3] Its main product is an advisory platform that integrates the services and software used by financial advisors in wealth management. [4]
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-net-worth and ultra-high-net-worth individuals and companies.
Ramsey Solutions’ original personal finance course. The nine-week course is based on Dave Ramsey’s “Baby Steps” to building wealth, which includes the debt-snowball method: [40] Save $1,000 for a starter emergency fund. Pay off all debt (except the house) using the debt snowball. Save 3–6 months expenses in a fully funded emergency fund.
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 ...
Wealth management is a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning ...
Free Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best ...
Eagle provides portfolio management, data management, [4] [5] investment accounting and performance measurement software to financial institutions. [6] [7] [8] The company uses a secure private cloud called Eagle Access [9] to host and provide ongoing support of the applications and systems infrastructure, thereby helping to reduce complexity and risk.
Adenza Group, Inc. is a software application provider specializing in capital markets, investment management, central banking, risk management, clearing, collateral and treasury & liquidity. Their integrated suite of trading and risk applications is used by banks and other financial companies.