Alternatives to Lumiant

AdvisorEngine crafts innovative and user-friendly technology tailored for financial advisors. Our diverse team comprises enterprise technologists, data experts, creative designers, visionaries, entrepreneurs, and seasoned financial advisors. Every day, we strive to shape the future landscape of financial guidance, starting with the essential advisor-client relationship and expanding from that foundation. The most effective advice is fundamentally human, rooted in interpersonal connections. We continuously seek fresh insights into investing and the behaviors of investors. Superior advice is guided by thorough research, adapting as new insights emerge from quantitative finance, behavioral economics, business analytics, and advancements in artificial intelligence. Our creative and design-centric approach sets our technology apart, giving it a unique aesthetic that distinguishes us from competitors. Ultimately, the best guidance not only informs but also inspires. Additionally, we emphasize making it seamless for new clients to engage with you through a tailored and efficient digital onboarding process.

Pointerpro, is a software platform that allows you to create your own online assessments with personalized reports and auto-generated reports. It lets you turn your expertise into a tool that delivers customized advice at scale. Discover why experts such as coaches, consultants, HR professionals, and marketers worldwide use Pointerpro for automated personalized advice delivery. Pointerpro is a great tool for automating your advisory business and generating leads. Seeing is believing. Get a 7-day trial of Pointerpro with all functionality to see how automation can help you automate your advice delivery

Ortec Finance provides a robust solution aimed at assisting both advisors and clients throughout the advice delivery and monitoring stages. By employing a unified and comprehensive strategy for goal-oriented financial guidance, it effectively addresses market volatility while simplifying the investment decision-making process for clients. The scalable, goal-driven solutions enhance the efficiency of delivering personalized financial advice across various client portfolios. Its API framework allows for seamless integration with pre-existing technological infrastructures, supporting traditional, digital, or blended client engagement methods. By translating individual financial aspirations into appropriate and effective investment strategies using high-quality economic scenarios, it actively oversees the advice process through the OPAL solution. Additionally, Ortec Finance's offerings are accessible through APIs and a user-friendly plug-and-play interface, making them suitable for advisors, wealth managers, and asset management professionals alike. This adaptability ensures that the solutions can meet the diverse needs of the financial advisory sector.

The Envestnet Wealth Management Platform powers the modern advisor experience through a fully integrated ecosystem that connects planning, portfolio management, and data intelligence. Designed to streamline the wealth management lifecycle—from client onboarding to reporting—it gives advisors a single, unified interface for all core functions. The platform supports key workflows such as financial planning, proposal generation, account opening, billing, trading, and client reporting, helping firms deliver personalized advice efficiently. Leveraging curated in-house and third-party data, Envestnet provides actionable insights that help advisors make informed investment decisions and anticipate client needs. Its modular design allows firms to configure technology stacks that match their business models while maintaining compliance and scalability. With a vast network of integration partners, Envestnet delivers a true all-in-one system, not just a collection of point solutions. Recognized as an industry leader in innovation, the platform enables advisors to expand services, improve client engagement, and grow revenue. Ultimately, the Envestnet Wealth Management Platform transforms fragmented workflows into a cohesive, intelligent digital experience for financial professionals and their clients.

Marloo is an innovative AI assistant designed for financial advisers, aimed at automating and simplifying the tedious paperwork and administrative tasks that often take up valuable hours, thus enabling advisers to concentrate on fostering client relationships and engaging in strategic planning. It seamlessly integrates with Outlook or Google Calendar and has the capability to join or record meetings on various platforms such as Teams, Zoom, Google Meet, and Webex, efficiently capturing transcripts, recognizing speakers, and producing precise, templated notes and summaries that reflect the adviser’s unique tone in mere minutes. In addition to generating automatic meeting notes, Marloo is adept at understanding the nuances of financial advice and regulatory language, empowering users to inquire about prior client interactions and documents for immediate responses. Furthermore, it assists in meeting preparation by providing summaries of previous discussions, and automates the creation of follow-up emails, action items, and advice documents that are compliant with firm templates. With Marloo, financial advisers can significantly enhance their productivity and streamline their workflow, ultimately leading to improved client satisfaction and better service delivery.

Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

For business owners seeking tax services, understanding the distinctions between tax consultancy and advisory can be quite perplexing. Do you possess the capability to outline, price, promote, and implement a viable tax advisory and consultancy service for your clientele? Begin by clearly defining your tax services and the various tiers of advisory and consultancy options available to your clients. Seek out resources that will help you establish pricing for your newly structured tax advisory and consultancy service levels. Utilize downloadable templates and content to attract and convert more tax-related work. Assess the specific tax advisory needs of your clients and ensure you have access to the necessary expertise to fulfill those requirements. Diagnostax offers a reliable and lucrative tax advisory and consultancy service that seamlessly integrates with your business operations. Our comprehensive services, tools, products, and tax professionals encompass every aspect of tax consultancy, from initiating conversations with clients regarding their tax situations to accurately diagnosing their advisory needs and executing the necessary tax advice effectively. Additionally, we provide continuous support to ensure that your clients receive the best possible outcomes in their tax planning and compliance efforts.

Refernet is an online referral management platform that is safe, secure, and tailored for local use by various organizations such as Citizens Advice teams, Councils, Charities, and Health care services throughout the UK, demonstrating its cost-effectiveness. This system facilitates secure referrals among Advice Agencies and their partners within their respective areas, whether they be towns, cities, or regions. Compliant with GDPR regulations, Refernet also provides valuable reports on activities and outcomes. We aim to empower even the smallest charities to access and utilize Refernet alongside larger national organizations, thus our pricing structure is designed to reflect both your financial capabilities and the extent of coverage you require. In addition to our primary user base operating in urban settings, we are now collaborating with multiple Citizens Advice groups to coordinate referral efforts across entire boroughs and counties, enhancing the collective impact of local support services. With Refernet, the goal is not just to streamline referrals but to foster a more connected network of assistance for those in need.

Organizations worldwide are integrating ESG and sustainability objectives into their financial and treasury operations. This transition opens up a significant opportunity for corporate banks to strengthen their relationships with clients and expand their business by guiding firms on the importance of ESG in these areas and offering advice on the implementation of ESG practices. In a landscape characterized by rapid market changes and financial constraints, asset owners are increasingly seeking insights, recommendations, and improved service levels from their asset managers. To meet these growing demands, asset managers are focusing on enhancing client-oriented strategies to both retain existing clients and attract new ones in a competitive environment. As a prominent global provider of strategic benchmarking, analytics, and insights tailored for the financial services sector, we belong to CRISIL, which is part of S&P Global, a renowned leader in analytics on a global scale. This affiliation strengthens our position in delivering valuable insights that help navigate the complexities of the financial landscape.

We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.

SigFig democratizes high-quality investment guidance, making it affordable for investors across all financial backgrounds. By leveraging a blend of cutting-edge design, data analytics, and technology, SigFig equips investors with the necessary insights and support to reach their individual financial aspirations. Our alliances with leading global financial institutions reflect our commitment to innovation and excellence. Additionally, SigFig streamlines the process for clients to receive investment advice while enabling advisors to deliver it through advanced digital experiences. We are at the forefront of transforming banking through our comprehensive digital investment advisory services available on web platforms, mobile devices, and in-branch interactions. Experience the advantages of building a smart, tax-efficient, and diversified portfolio at a significantly lower cost compared to conventional advisors. Take the time to evaluate if excessive fees, skewed allocations, and lack of diversification could be negatively impacting your investment returns. Plus, our user-friendly platform offers tools that simplify tracking and managing your investment portfolio effectively.

Rethinking insurance guidance, Riskine creates innovative digital tools designed to assist both private and corporate clients using cutting-edge AI and graph-based technology. Our offerings are adaptable for self-service environments such as portals, websites, and apps, in addition to supporting both personal and remote client interactions. We have observed that a significant number of individuals lack clarity regarding their risks and financial requirements, which complicates the process of articulating and comprehending their insurance needs. Furthermore, the unique advantages of various hedging products often remain obscure or confusing to clients at the point of sale, hindering their ability to make informed financial choices. This lack of understanding not only breeds uncertainty but also causes many to neglect their insurance and financial planning altogether, effectively avoiding the topic. Riskine addresses this issue by illuminating both the objective risks and the subjective preferences of your clients, making them more accessible and comprehensible. By facilitating this understanding, we empower individuals to engage more actively with their insurance options and make smarter financial decisions.

Promoting financial wellness is crucial for both your employees' well-being and the overall success of your organization. By offering a complimentary benefit that aids employees in achieving their financial objectives, alleviating stress, and boosting their productivity, you create a positive work environment. When individuals feel secure in their finances, they are less likely to be impacted by small emergencies or unexpected costs. Enhancing their knowledge about budgeting strategies fosters healthier financial habits and continuous progress. Employees burdened by financial worries tend to be less effective and often face greater financial difficulties compared to their peers. We will facilitate informative sessions directly at your workplace, allowing you to select from a diverse array of financial topics while we coordinate a schedule that fits your business needs. These sessions will provide practical guidance for embarking on the journey to financial wellness, along with ongoing alerts and insights to ensure they remain on track. Understanding that this is a continuous process, we are committed to supporting them throughout every phase of their financial journey. Additionally, fostering a culture of financial literacy can lead to higher employee retention and satisfaction.

Summit Wealth is a technology firm that focuses on creating cutting-edge financial technology tools tailored for wealth management experts and financial advisors. The company designs easy-to-use, data-centric platforms that simplify the processes of portfolio management, client reporting, financial planning, and performance analysis. By prioritizing user-friendly designs and robust integration features, Summit Wealth allows financial professionals to provide customized advice and outstanding service to their clientele. Renowned for its dedication to both innovation and dependability, Summit Wealth equips organizations to improve their operations, make informed decisions, and attain exceptional client results in a challenging financial environment. Their solutions are not only transformative but also essential for staying competitive in today's market.

Link the digital paths of your customers to personalized guidance. Enhance interactions through in-person consultations, phone calls, video chats, and messaging with our innovative platform. Seamlessly integrate customer journeys from your website into tailored advice sessions. By implementing our straightforward JavaScript plug-in on your brand's site, you can track visitor behavior anonymously. This plug-in effortlessly transitions these online paths into personalized advice discussions, whether in-store or via phone. Advisors receive valuable insights from these digital experiences through a specialized application designed just for them, which ultimately helps them save time. In today's internet-driven retail landscape, many sales representatives remain out of touch. Count3r empowers team members with essential information regarding products, sales strategies, and store specifics directly on their tablets. This allows your sales personnel to regain their role as trusted shopping advisors while increasing sales by up to 20%. We equip advisors with the confidence to up-sell effectively to every customer, across all departments, thereby enhancing profitability. Elevate your conversion rates by providing exceptional customer experiences that merge the best features of online shopping with personalized service. By doing so, you create a more engaging and satisfying shopping environment that meets the needs of today's consumers.

This system uses Artificial Intelligence to reduce unnecessary referrals and decrease dependence on specialist clinicians. This is a clinician-to-clinician, digital solution to process routine referrals into predetermined pathways of care, send feedback & tailored clinical advice to the referrer, as well as advice related to administrative tasks. Available via Mobile and Web App to the referrers, the referees, the admin staff, and the patients. The UK has 85% smartphone coverage. Message delivery is instantaneous and trackable, making it the perfect channel to ensure patients or referrers have access to the triaging information. The solution is available in both a mobile app and a web portal. The following features are available in the system: Register User, Secure Login and Manage User Ability to set up clinical triaging pathways Ability to perform triaging based upon pathways Ability to raise a case for a patient

AdviceSheet serves as an alternative to traditional 360° performance evaluations for teams. Born from our dissatisfaction with the conventional 360 reviews that prioritize numeric scores yet fail to provide actionable insights, we created this tool to foster meaningful conversations through comprehensive feedback. Within AdviceSheet, you will discover a collection of 13 carefully crafted questions aimed at extracting insights about individuals’ strengths while also identifying areas for improvement and potential issues from diverse viewpoints, ultimately aiding personal and professional growth. The reports generated by AdviceSheet are filled with constructive advice and thoughtful feedback that offer significant value. Furthermore, one of the standout features is that it empowers the individual being reviewed to take control of the feedback process, making it a more engaging and effective experience. This approach not only enhances self-awareness but also contributes to a more supportive team environment.

More than just appointment scheduling software. Pexip Engage (formerly Skedify), helps clients-facing advisors be easily accessible and available. Enterprises that don't sell products or services online can enjoy a frictionless scheduling and video experience. Instead of guiding their customers through the most critical points in their customer journey, Pexip Engage provides a seamless scheduling and video experience. The first optichannel platform for engaging customers in conversation. Medium-sized and large businesses in Banking & Insurance and HR & Recruitment. They don't sell products online but rather provide expert advice to their customers at crucial moments in their customer journey. These industries have 90% of their customers starting their buying journey online. Pexip Engage assists organizations in making their advisors available, available and relevant by providing frictionless scheduling and video experience to their customers. This makes these conversations possible.

Simplifying your financial planning not only enhances your effectiveness but also fosters business growth; therefore, instead of merely promoting the features and advantages of your offerings, consider providing an engaging planning experience that narrates how clients can achieve their goals. By presenting an interactive journey alongside straightforward plans, you can elevate the quality of client meetings and increase your chances of closing deals. Avoid losing potential referrals by ensuring that clients can recognize your value clearly. With a user-friendly, interactive platform, customers are more inclined to recommend your services when they have access to such a resource. Allocate less time to meeting preparations and devote more time to the clients you are meant to assist. Illustrate the results of your investment suggestions, demonstrate the effectiveness of your counsel, and cultivate trust more swiftly. With interactive, real-time planning, it's possible to convert a prospect into a client in just one hour, creating a seamless transition that benefits both parties significantly. Ultimately, this approach not only enhances client satisfaction but also strengthens your firm's reputation in the marketplace.

OUTPRFRM was created to empower individuals to profit from stock trading activities. If you've ever experienced anxiety or stress when contemplating investments, rest assured that you're not alone in that feeling. This platform aims to make investing more user-friendly and to simplify decision-making by assessing the historical accuracy of financial experts who provide investment guidance. Acting as impartial referees in the world of investment advice, OUTPRFRM filters out the excess noise and directs you toward the most reliable information sources. We gather predictions from financial analysts regarding potential stock price movements and then evaluate these predictions against the actual performance of the stocks. By assigning a score to analysts based on how accurate their forecasts are, we make it easier for you to discern which advice is worth following and which you can disregard. Ultimately, our goal is to demystify the investment process and equip you with the insights needed to navigate the market confidently.

Oracle Intelligent Advisor empowers service agents to provide accurate and tailored guidance to every customer. This innovative decision automation tool enables business users to set up rules, ensuring that the advice given is consistent and clear, thereby enhancing the efficiency and personalization of customer service. It allows customers to independently tackle both straightforward and intricate problems. By employing intelligent online interviews, users receive customized advice suited to their individual needs. Business users are empowered to configure this advice seamlessly, using either a web browser or a desktop development application. Additionally, it allows these users to create and oversee rules without needing to involve a programmer. With the ability to easily develop and implement decision-making services directly in a web browser, there is no requirement for installing or managing a separate desktop tool. Furthermore, this solution centralizes the unique application logic, making it simple to share decision-making rules with all relevant stakeholders. In this way, Oracle Intelligent Advisor not only enhances service efficiency but also fosters collaboration among teams.

NVISO stands out as a pioneer in the realm of artificial intelligence focused on human behavior, catering to manufacturers of products and services that prioritize user experience on a global scale. Their technology, which has been thoroughly validated and deployed internationally, boasts remarkable accuracy for critical applications, including ensuring the safety of autonomous vehicles like Tesla's electric models through interior monitoring systems. Additionally, it plays a vital role in patient monitoring within remote telemedicine, benefiting both healthcare and robotics sectors. By supplying financial advisors with scientifically validated tools, NVISO enhances their ability to offer advice that aligns with clients' best interests, effectively detecting and managing client behaviors. Moreover, NVISO's innovations bolster the safety, security, and ease of use for connected and autonomous vehicles through sophisticated detection, authentication, and monitoring of drivers and passengers. Furthermore, the company's cutting-edge solutions equip medical professionals with intelligent patient monitoring systems, ultimately driving improved patient outcomes while enhancing operational efficiency in aged-care facilities and hospitals. This multifaceted approach positions NVISO as an invaluable partner in advancing technology across various sectors while prioritizing human-centered design.

Givitas allows customers and employees equal access to the collective intelligence from peers. Givitas is a new social network that focuses exclusively on helping people and exchanging advice. There are no selfies or political rants, anonymity or snark. Givitas encourages members and friends to share their knowledge and connect. Engagement, loyalty, and connections increase as a result. Givitas connects founders, entrepreneurs and business leaders with investors. Members can exchange virtual help, advice and introductions to build stronger relationships and save time and money. Givitas is a more gentle network. Givitas fosters trust, generosity, gratitude, and empathy. Members exchange help, advice, introductions. This builds loyalty and engagement for your brand and content. Givitas is a safe space to ask for help. It is full of generous people who are eager to help.

We provide a range of assistance and consulting services for both individuals and professionals, including IT support and strategic guidance for businesses, as well as search engine optimization (SEO) and cybersecurity solutions to safeguard against fraud risks. Our team is equipped to address your needs efficiently, whether it's protecting your sensitive files and personal information from cyber threats or recovering deleted data, all while keeping your budget in mind. Cybercriminals don’t discriminate; anyone can fall victim, regardless of their social media status, as they target bank accounts, assets, and personal information. Since our establishment in 1999, we have focused on cybersecurity, offering customized services tailored to your specific requirements, drawing from our extensive experience in corporate environments, risk prevention, and investigative practices. We prioritize a proactive approach to ensure your digital safety and peace of mind.

Your time is an invaluable resource, and our platforms are designed to safeguard it. Featuring productivity boosters and user-friendly interfaces, these tools enable you to accomplish necessary tasks, allowing you to dedicate more time to your passions. You can effortlessly stay aligned with clients regarding their goals, financial strategies, and overall progress at any moment, using any device. By integrating all your clients' accounts and assets, AdviceWorks reveals insights and untapped potential within your business, facilitating a tailored approach to meet your clients' needs. Additionally, AdviceWorks fosters closer collaboration among your team members, which enhances the overall client experience. Ultimately, this integration not only streamlines your workflow but also empowers you to build stronger relationships with your clients.

Complii is a web-based compliance solution that automates the processing, checking, and management of compliance responsibilities, safeguarding AFSLs, stockbrokers, advisors, and their clients. This innovative software platform eliminates the reliance on paper by providing a secure digital environment tailored to meet the compliance needs of AFS Licensees and brokers. By automating key tasks such as generating ROAs and SOAs based on client profiles, maintaining a 708 expiry register, and creating FOFA FDS letters, Complii streamlines the compliance process significantly. Furthermore, it facilitates electronic opt-ins, updates to online client profiles, disclosures, breach registers, and the establishment of Chinese walls for internal compliance. Complii also enhances advisory practices by offering a comprehensive organizational view of all pending orders that require advice or action. In addition, it features a digital document storage solution, allowing users to efficiently manage their documentation in a secure online environment. Overall, Complii revolutionizes compliance management by integrating various functions into a single, user-friendly platform.

VisiRule, a low-code, no-code tool that allows subject matter experts such as lawyers, tax advisors and engineers to quickly create and deliver intelligent advice using decision tree flowcharts, and troubleshooting guides. These can be used as self-service web apps or as Intelligent ChatBots. VisiRule transforms specialist expertise into smart AI solutions. It can triage complex problems and make recommendations. It enforces actions and creates bespoke documents. VisiRule allows you to quickly create systems to solve common, but not trivial, queries and computations that staff and customers have to deal with. It is also cost-effective. This allows staff to concentrate on the more difficult tasks and gives clients instant access to high-quality advice, anywhere, anytime.

Enhance your financial advisory services with greater ease and efficiency. Run your business more intelligently, set up accounts swiftly, and ensure a delightful experience for your clients. You can initiate accounts online in just a matter of minutes. Effortlessly create tailored model portfolios and engage in commission-free trading of fractional shares. Automate your rebalancing tasks, allowing you to set it and forget it. Finally, enjoy integrated investing and reporting features at a budget-friendly price. The first 100 client accounts are complimentary, with a subsequent charge of only $1 per account each month. Altruist Corp (“Altruist”) offers a powerful software platform designed to help financial advisors achieve superior results. Investment management and advisory services are supplied by Altruist LLC, an SEC-registered investment advisor, while brokerage-related services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Enjoy trading without commissions, meaning you can execute trades for free within brokerage accounts using either web or mobile platforms, although other fees may still apply. This innovative approach is designed to streamline your financial operations and elevate the performance of your advisory practice.

Flybits enables financial institutions to connect with individual customers en masse. By utilizing our advanced customer experience platform, you can offer tailored recommendations and insights directly within your mobile application or website. This approach allows banks to create value beyond mere financial transactions, encouraging customers to enhance their lives. We have developed an unparalleled method for leading banks to engage with their clientele via mobile, swiftly transforming data into meaningful suggestions and favorable business results. With our My Bank suite of modules, any department—from payments to loyalty programs—can quickly deploy large-scale experiences while ensuring customer privacy and enhancing a bank's digital presence into a trusted destination. This innovative method of utilizing contextual information fosters deeper connections with customers and transforms your mobile channels into a reliable hub that nurtures trust and loyalty. Ultimately, Flybits is redefining how banks interact with their customers in a digital landscape.

Quantfolio serves as a flexible, API-based digital investment advisory platform and robo-advisory engine tailored for banks, wealth managers, and fintech companies. This system consolidates and enhances various processes, including client onboarding, suitability evaluations, risk assessments, automated proposal generation, compliant documentation, and investment execution. The core Investment Engine empowers firms to incorporate their unique philosophies through customizable workflows, while the robo-solution facilitates scalable, self-service advisory options aimed at retail and mass-affluent clients. Its order-execution module guarantees a smooth transition from strategic planning to trade implementation, with built-in compliance measures designed to mitigate regulatory risks. Additionally, the platform incorporates ESG factors, white-label branding, and sustainability preferences throughout its operations, allowing institutions to provide personalized, efficient, and compliant investment recommendations on a large scale. Ultimately, Quantfolio positions itself as a crucial tool for financial institutions aiming to innovate and enhance their investment advisory services.

iRecall® is now the world's most popular client communication platform. It helps vets extend their personal advice and care beyond the door of the practice to their millions of clients, animals and clients. It delivers automated, targeted, and uniquely personalized content throughout the customer journey through a variety of reminders, educational campaign, and surveys. iRecall®, Engage, Remind and Review * Engage: Pet owners can be active partners in their pets' health by receiving timely education and advice. You can create your own marketing campaigns, or you can use our templates. * Remind: A collection of simple text, email, and postal reminder services that allow you to book, apply, or re-purchase services and treatments. Remind 100% clients 100% of the times * Review: Response surveys that provide immediate feedback from clients, generating positive online reviews.

Yeymo serves as a dynamic platform for community and product exploration, linking startup founders and creators with mentors, investors, and enthusiastic supporters. Our core mission at Yeymo is to enable founders and creators while motivating everyday individuals to transform their innovative ideas into tangible outcomes. We collaborate with industry experts who are eager to share their insights and guidance with aspiring entrepreneurs. We are delighted to welcome you to our platform and would be excited to engage in conversation with you about your journey and aspirations. At Yeymo, we believe that every idea deserves a chance to flourish, and we are here to facilitate that process.

focus:360° integrates various components of your business, both internally and externally, by providing a comprehensive omni-channel distribution platform that acts as a genuine facilitator for financial distribution. It encompasses essential functionalities that are common to our primary offerings, which include focus:adviser, focus:client, focus:broker, and now:advise, with each product tailored to enhance specific distribution channels. focus:adviser serves as a compliant sales automation tool that accommodates a variety of distribution routes across an extensive array of financial products and client requirements. By streamlining processes, it significantly boosts productivity, allowing advisers to reclaim as much as 68% of their time in certain scenarios while also enhancing the quality of advice provided; some users have reported an increase in first-time case checking success rates from 45% to a perfect 100%. Central to its functionality, focus:adviser is anchored in the capabilities of focus:360°. Tailored to align with your business needs, focus:adviser equips you with the essential client management and financial planning tools necessary for effective engagement. This comprehensive approach not only supports your operational efficiency but also strengthens client relationships.

Reduce the time you spend on prospecting while increasing your success rate with ideal clients through impactful insights that surface the most promising leads. Gain a clear understanding of your sales funnel and prioritize leads that align with your best clients. Implement the right strategies at the right moments to enhance your engagement. Instead of relying on one-size-fits-all outreach that fails to connect, focus on personalized interactions that truly resonate with your leads. Utilize your time effectively by confidently pursuing the opportunities that will significantly benefit your practice. In addition to providing valuable insights for converting leads, Catchlight harnesses information on how individual leads and clients respond to various engagement strategies and products. Built upon a robust data foundation, Catchlight boasts a constantly expanding dataset of over 80,000 lead conversions, and its predictive engine is informed by the analysis of actual outcomes experienced by financial professionals. This innovative lead optimization tool is specifically crafted for financial advisors, ensuring that your approach is data-driven and effective. By leveraging these insights, you can transform your client acquisition strategy and achieve remarkable growth.

Completely adaptable and rebrandable, Hio Hovr allows you to embody your brand's essence while effortlessly establishing a networking platform directly on your event website. This innovative plug-in, which features patent-pending technology, transforms your website into an interactive space where visitors can engage in real-time interactions. In less than a minute, you can turn your site into a vibrant hub of activity, facilitating the exchange of ideas, insights, and information among users. You have the flexibility to choose branding and customization options that align with your organization's identity. By simply incorporating a snippet into your website's code, you can evolve your existing page into a dynamic social environment. Visitors will have the opportunity to network, participate in live chats, and we will ensure that all engagement data is relayed back to you. Additionally, users can easily share their thoughts and knowledge while connecting over common interests. With our powerful APIs and integration capabilities, you can effortlessly create Hovrs and even implement your own sign-in forms through our Seamless Sign-On feature, enhancing user experience even further. This approach not only fosters community but also enriches the overall engagement on your site.

Automate your Web Analytics. Canecto is a smart alternative to using a digital agency to do your analytics or hiring one. Learn how your site generates revenue for you and what your best options for improvement are: - Advice about the best site improvement options - Tips and tricks to increase conversions - Base statistic on your site's performance You don't need to spend time learning complicated tools or web analytics. Advice, recommendations, insights, and data A web consultancy report will be provided that will tell you which options you have to increase conversions. This report provides specific advice and data to help you improve your site. This way, you don't need to be an expert in analytics or outsource core business functions. Canecto makes you drive your business in a true data-driven manner.

Utilize a premier video platform to produce genuine videos that not only attract top talent but also engage your current workforce effectively. This award-winning platform excels at showcasing your employer brand authentically. By empowering your employees to create videos, you can convey your unique employee value proposition and demonstrate the potential of roles within your organization. Craft insightful video job advertisements, conduct employee interviews, and personalize candidate outreach to illustrate the advantages of your workplace. Reinvent your onboarding experience by incorporating video content that guides new hires through acceptance procedures, introduces them to team members, and offers essential advice for their first day. Furthermore, maintain employee motivation and engagement through real-time video communications, including executive updates, product launches, team-building events, and training sessions, ensuring that your workforce feels connected and informed. This approach not only enhances the candidate experience but also fosters a vibrant company culture that resonates with existing employees.

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules. Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process. Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.

Connect with fellow professionals in your field and organization to gain valuable insights and guidance. Fishbowl serves as a networking platform tailored for professionals, allowing users to engage in meaningful discussions relevant to their industry or workplace. It creates a community where individuals can pose questions, share their stories, and request advice, with options for anonymity and different privacy levels. Users can either join existing groups or initiate new "bowls" that cater to specific sectors, companies, or shared interests, fostering authentic interactions with verified experts in comparable positions. The platform also hosts live audio events and chats, providing opportunities for real-time conversations with industry leaders and colleagues. By offering features for direct messaging and establishing connections, Fishbowl enhances networking across diverse professional domains. Additionally, its mobile applications for iOS and Android ensure an intuitive experience for users, enabling easy access and interaction on the go. This accessibility further encourages a vibrant community where knowledge sharing thrives.

The Enrich financial wellness program is designed to be adaptable to align with your organization's objectives, whether that involves reducing employee anxiety or enhancing 401(k) enrollment rates. It features comprehensive real-time analytics to demonstrate return on investment and grants employees immediate access to financial professionals through phone or live chat options. Drawing from our successful track record in promoting financial literacy within higher education, the team at iGrad is thrilled to expand financial wellness education to a broader audience through Enrich. In creating Enrich, we utilized our expertise in financial literacy along with our award-winning platform to present a solution that addresses the specific needs of consumers and the larger market. We are committed to collaborating with financial institutions, employers, and financial advisors to deliver effective financial wellness solutions. Our organization is wholly dedicated to enhancing financial capability, operating independently without being a subsidiary of a larger entity or a group attempting to redefine its mission. Furthermore, this commitment ensures that we remain focused on delivering the best possible outcomes for our users, fostering a culture of financial empowerment.

Having employees who are perpetually living paycheck to paycheck can negatively impact your organization. Break this cycle by implementing SmartDollar, the financial wellness program created by Dave Ramsey. By adhering to the 7 Baby Steps, employees will gain valuable skills in budgeting, debt reduction, future savings, and confident retirement planning. SmartDollar offers an array of engaging resources and tools designed to help your workforce make significant financial advancements rather than merely surviving from one paycheck to the next. Focusing on individual goals allows employees to experience quick victories, which fosters motivation and enables them to progress through the plan effectively, leading to enduring financial changes. Additionally, your organization will benefit from a dedicated client service representative to assist in the rollout of SmartDollar, access to a personalized client portal known as SmartCenter for monitoring employee progress, as well as customized promotional materials and contests designed to enhance engagement and participation among employees. This comprehensive approach not only improves individual financial health but can also enhance overall workplace morale and productivity.

We merge design thinking with personal finance to present a comprehensive view of a client's financial status with utmost clarity. Asset-Map, a recognized financial technology start-up situated in Philadelphia, PA, has attracted over a million users who collaborate with their advisors to achieve financial transparency. Additionally, our platform boasts mapping of over $1.4 trillion in financial instruments within Asset-Map. The report generated by Asset-Map organizes a household's entire financial situation into a clear and visually appealing format, enabling Advisors to leverage their expertise in real-time. Users can define crucial financial priorities for households and monitor their progress through interactive Target-Maps. The platform allows for intuitive searching and filtering across an entire advisory practice, ensuring that Advisors can prioritize households that require attention like never before. Take the step to schedule a demo today and become one of the many financial advisors empowering clients to understand their complete financial picture for more informed decision-making. By utilizing Asset-Map, advisors can enhance their ability to serve clients effectively while fostering stronger financial literacy.

FIDUCIAL provides comprehensive solutions designed to enhance efficiency in your operations. With a robust local network comprising 780 agencies, we ensure you receive support wherever you are in France. Our commitment to developing our expertise means we deliver services that truly add value to your business. We possess specialized knowledge in various sectors, enabling us to offer tailored advice to our clients. At the core of our approach are principles of rigor, commitment, security, and confidentiality. Are you a craftsman in the construction industry seeking an advisor who is attuned to the unique challenges of your field? For over four decades, FIDUCIAL has been dedicated to assisting building professionals, providing them with local guidance through our extensive agency network across the country. We bring you the expertise of business professionals who serve more than 15,000 building clients, along with solutions designed to optimize your operations and boost your profitability. Our focus on building long-term partnerships ensures that we are always aligned with your goals and challenges.

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.