Best Financial Advisor or Wealth Management Platform, Tool or App
RobustWealth’s technology was developed for investment advisors to help optimize their practices. The platform seamlessly integrates an array of services into one integrated suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goal-&-risk based investment portfolios, and the open architecture use of investment options.
StratiFi is the first intuitive, low cost and scalable portfolio hedging service that allows investors to use option overlays to protect portfolios against downside risk. Option overlays have been around for years, but the challenge of managing overlays has limited access to a small group of high net worth and institutional investors. StratiFi makes option overlays accessible to all investors by reducing cost and removing complexity.
A financial technology pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology. MyVest’s Strategic Portfolio System™ (SPS) is a cloud-based platform that enables holistic, client-centric wealth management across the entire enterprise in a single, unified system.
Orion’s API offers an open-source architecture platform to a multitude of third-party integration partners. Financial technology companies simply need to request access from our Integrations Team and, once granted, integrate their services with our own, improving work efficiency and sharing relevant data for our joint financial advisor clients.
At Albridge, we are relentless in our pursuit of data excellence and using it to help our clients establish a competitive advantage built on trust and transparency.
Today, Fundbase is the world’s largest marketplace for hedge funds, with over 8,000 hedge funds being connected to by more than 3,000 accredited investors. Fundbase facilitates the end to end hedge fund investment cycle, entirely online and backed by a world class investment team, lead by Steven Kaufman the former CIO at AXA. Our only goal is to make investors perform significantly better by consistently outperforming the market. We grant easy access to investors who aren’t already in this asset class and unique access to those who already are. No matter how sophisticated one’s investment team is, they are still not powerful enough to understand the entire universe of fund managers, which is currently over 15,000, as it changes at all times. Fundbase democratizes the alternatives asset class and that distribution translates into significantly greater deal flow. Locating quality managers early, getting in before they close and getting out before they lose their edge is where Fundbase offers the most value.
Backstop Solutions Group’s suite of offerings brings agility to the alternative investment industry by providing a cloud-based productivity suite that empowers hedge funds, funds of funds, pensions, endowments, private equity firms, consultants, and family offices to support the full lifecycle of capital. As the alternative investment industry has grown in size and complexity, Backstop has evolved to support the entire lifecycle of alternative investments, allowing our clients to achieve greater agility by centralizing and streamlining their data and operations. With offices across the United States and in Europe and Asia, Backstop now serves over 700 firms worldwide, making it one of the fastest growing software providers in the financial services industry.