Best Proprietary Platform or API
Apex Clearing is an independent, full-service clearing firm that is the custodian of choice for digital advisors. The company empowers innovation through its use of integrated, leading-edge technology and its proactive, proprietary risk management for its clients.
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions. With industry-leading APIs, modular applications, and enterprise solutions, Quovo helps deepen relationships by better connecting you to your clients’ financial lives. Today, hundreds of institutions, thousands of advisors, and millions of end-users rely on Quovo’s technology for account aggregation, bank authentication, and ongoing insights to build better financial futures. To find out how Quovo can help you, visit www.quovo.com.
Overbond is transforming how global investment banks, institutional investors, corporations, and governments connect. The Overbond platform makes primary bond issuance more digital, transparent, and secure, by modernizing all aspects of bond origination. The founders have deep experience in capital markets and recognized that there is a strong need to digitize the trillion-dollar bond market — which is currently laborious, inefficient and opaque.
OptionsCity Software powers the trading, risk management and analytics needs of professional futures and options traders, market-makers, introducing brokers and financial institutions worldwide. OptionsCity is a certified Independent Software Vendor on leading global derivative exchanges and markets.
Dataminr for Finance is the only service of its kind that creates real-time, actionable breaking news alerts from public social media activity. Financial institutions and other organizations rely on Dataminr to learn about early, market-moving incidents and news impacting their assets, investments, and industry.
Named one of the ten coolest brands in banking, Xignite, Inc. empowers innovation across financial services. Xignite provides cloud-based real-time and reference market data to financial services and fintech companies for easy integration with websites, apps, and software. The Xignite Market Data Cloud platform, hosted by AWS, allows companies to simplify infrastructure, scale quickly, and innovate faster. Xignite’s clients include more than 1,000 financial services, media and software companies as well as leading fintech disruptors.
Redtail Technology is a privately held company that has been serving financial advisors since 2003. We have grown into the leader in web-based client relationship solutions for financial advisors. Redtail CRM is an easy-to-use solution that is used by over 17,000 offices from 200+ different Broker Dealers and Institutions. Redtail CRM features tools for compliant notes and documentation, calendar and task management, opportunity tracker, seminar management, and workflows for office and business processes, while also offering account and Know Your Client data fields essential to the advisory business. Redtail also provides a mobile app for both Android and iOS devices to make working on the go easier for an advisor. Redtail has an Open API and provides integrations with 92+ different partners, many of which are listed here. Our focus is to be a great CRM for advisors and to create meaningful integrations with the technology that advisors are using today. By focusing sharply on these two areas, we not only eliminate much of the redundant data entry common in advisor practices, but also allow advisors and staff to access the majority of their client information from within the core solution of CRM. Finally, our Redtail support and training are second to none. We understand that financial advisors and their staffs vary widely in terms of how tech savvy they may be, so we try to provide all of the resources we can to help advisers maximize the value from their CRM.