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Our platform integrates a number of powerful tools to help advisors do everything from managing multiple portfolios to improving client relationships.
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Portfolio Management Software

As a financial advisor, you’re always on the lookout for ways to better serve your clients and grow your business. One way to do both is to implement portfolio management software. Portfolio management software can help you more effectively manage your clients’ assets and wealth, which can in turn lead to more satisfied clients and more referrals. It can also save you time by automating many of the tasks associated with asset management.

Deliver comprehensive portfolio views and reporting to your clients with Addepar’s management tool, allowing you to focus on building trusted relationships. Learn about the integration.

Black Diamond Wealth Platform

Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.

Orion Advisor Solutions

Orion’s tech-enabled fiduciary process transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology driven experience.
More about our portfolio management software integrations

Customer Relationship Management (CRM)

With customer relationship management software, advisors can manage their entire client base in one place. CRMs allow advisors to track their interactions with clients, see which products and services they’re interested in, and identify trends over time.
Perhaps most importantly, CRMs give financial advisors the ability to deliver a more personalized experience to each and every client. In an industry where relationship-building is key, CRMs are an essential tool for wealth management success.

Cost-effective, feature-rich, customizable, and highly automated, Redtail CRM assists you in every aspect of your client relationships. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter. Learn about the integration.

Wealthbox connects financial advisors with clients, prospects, and coworkers. Easily manage client relationships, be productive with your team, and connect seamlessly with the tools you love. Learn about the integration.


Omniscient is focused on delivering a unique & totally integrated software solution which can run a large or small firm without the need for additional software, which is both low cost and simple to use.

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A custodian is a vital partner in helping you grow and protect your clients’ wealth. They provide a critical service by keeping track of client assets and providing essential support. In other words, they do the behind-the-scenes work that allows financial advisors and wealth managers & advisors to focus on more important things, like making money for their clients.

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of their clients. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Learn about the integration.

Raymond James

A diversified financial services firm, focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

TD Ameritrade

TD Ameritrade is an online broker for online stock trading, long-term investing, and retirement planning. Stay on top of the market with their innovative technology, extensive product access, personalized education, and award-winning service.

E*TRADE from Morgan Stanley

E*TRADE is focused on delivering complete and easy-to-use solutions for traders, investors and stock plan participants. E*TRADE is part of Morgan Stanley, a leading global financial services firm renowned for the quality of its wealth management, investment advisory services, research, and market insights.

Index Providers

Index providers are specialized firms that play a vital role in supporting the financial advice industry. By tracking the performance of markets and asset classes, they offer critical data points that help advisors and wealth managers make more informed investment decisions.

S&P Global

S&P Global provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. They enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction.

Cboe Global Markets

Cboe Global Markets is a leading provider of market infrastructure and tradable products, delivering cutting-edge trading, clearing and investment solutions to market participants around the world. They provide trading solutions and products in multiple asset classes, including equities, derivatives, and FX.

SpiderRock Advisors

SpiderRock Advisors is an asset management firm focused on providing customized option overlay strategies to advisors and institutions. Combining world-class technology with comprehensive derivative expertise, they make it easy for institutions and financial advisors to add option strategies to their investment portfolios.

Rebalancing Systems

Rebalancing platforms provide financial advisors the ability to manage client portfolios quickly and easily. Rebalancing platforms help advisors keep track of client asset allocations, monitor performance, and make changes to portfolios as needed. They also help advisors save time by automating the process of buying and selling assets.

AdvisorPeak by Addepar

AdvisorPeak provides a powerful and intuitive way to manage your client portfolios. This best-in-class software allows you to customize portfolios to meet each client’s unique objectives and preferences.


Cboe Global Markets is a leading provider of market infrastructure and tradable products, delivering cutting-edge trading, clearing and investment solutions to market participants around the world. They provide trading solutions and products in multiple asset classes, including equities, derivatives, and FX.

Asset Managers

Asset managers work with clients to assess their financial goals, risk tolerance, and asset allocation. They develop customized investment plans and manage their clients’ financial assets, aiming to grow and protect their clients’ wealth over the long term.


Artivest provides access at lower investment minimums to a select assortment of privately offered alternative investment funds. On August 26th, 2020, iCapital completed its acquisition of Artivest, bringing together two innovative financial technology companies in alternative investing.

Wealth Management Platforms

Wealth management platforms offer a comprehensive solution for financial advisors looking to streamline and improve their wealth management process. These platforms provide a robust set of features, tools, and automations that can help advisors save time, increase efficiency, and drive better outcomes for their clients.

UX Wealth combines human intelligence and technological advancement to power the independence of investment advisors. The UX Wealth platform provides leading tools in CRM, portfolio management, and client engagement in one unified tech stack. Learn about the integration.

CircleBlack is an all-in-one wealth management platform built for client-centric advisors and businesses. Simplify daily tasks and client interactions with a modern & intuitive dashboard that provides access to performance reporting, trading & rebalancing, billing, and a document vault. Learn about the integration.

Bridge transforms how advisors and service providers access, use, and report on financial data. They power wealth management infrastructure to create thriving advisor practices. Provides custom reports, accurate account reconciliation, compliant fee billing, proactive client insights, and more. Learn about the integration.

More about our Wealth Management Platform integrations

Data Aggregators

By collecting data from a variety of sources and packaging it in a user-friendly format, data aggregators help professionals save time and effort in the data-gathering process. In addition, data aggregators often offer features such as data visualization and analysis tools that can help advisors and wealth managers to better understand their clients’ needs and drive strategic decision-making.


Morningstar’s independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.


Compliance software helps track and manage compliance related-tasks including onboarding new clients, managing client accounts, and ensuring compliance with regulations. By using compliance software, you can ensure that you’re meeting all of your compliance obligations and protecting your clients’ assets.

The SmartRIA platform is designed to address the needs of compliance consultants, compliance officers, operations teams, investment advisors, wealth and asset managers, and the staff who support them. Their advanced compliance software solutions serve both complex compliance organizations and small RIA compliance teams. Learn about the integration.

Financial Planner Software

Both the advisor and the client benefit from the use of financial planner software. Financial planner software provides a way to track and manage client portfolios, create financial plans, and provide reports and analysis. The software is also helpful in identifying potential risks and opportunities.  Financial advisors can save time and money while providing their clients with the best possible advice. This software can also help ensure that financial plans are implemented correctly and that client goals are met.

Envestnet | MoneyGuide

Transform how your clients view their financial future with MoneyGuide’s financial planner software. Use MyBlocks to maintain, strengthen, and engage clients of all ages and financial situations by facilitating ongoing advisor-client collaboration. Help clients set realistic expectations, discover powerful answers to complex questions, and deliver control and choice within a familiar user interface.

More about our Financial Planner Software integrations

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