sponsored by:

Browse:Search by name:Search by company type:

Closed ArrowOptions for searching
Closed ArrowSearch by state
Showing Account Aggregator listings:

Advisor Exchange
filed under: Account Aggregator

Argentus Partners, LLC

Argentus Partners, LLC
filed under: Trading/Rebalancing, TAMP, RIA Welcoming Breakaways, RIA Serving Other RIAs, Portfolio Management System, Outsourcer, Asset Manager for RIAs, Account Aggregator
Discover the Argentus difference: -The Entrepreneurial Instinct to deliver what matters most to our advisors...the ...

Blueleaf
filed under: Account Aggregator, Performance Reporting

ByAllAccounts
filed under: Account Aggregator

Fortigent, LLC

Fortigent, LLC
filed under: Account Aggregator, Manager Research, Outsourcer, Performance Reporting, TAMP
Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, ...

Fusion Advisor Wealth Portal
filed under: Account Aggregator

Innovest Systems
filed under: Trading/Rebalancing, Portfolio Management System, Account Aggregator

PortfolioPathway

PortfolioPathway
filed under: Account Aggregator, Performance Reporting, Portfolio Management System, Trading/Rebalancing
Portfolio Pathway provides RIAs and Broker Dealers the tools needed to manage client accounts across ...

Private Client Resources (PCR)

Private Client Resources (PCR)
filed under: Account Aggregator, Outsourcer, Performance Reporting
High-quality aggregated data, premium client reporting and custom services. Clients on PCR's platform—a seamless integration ...

Are you listed yet?

Listing your company in the RIABiz directory is simple and quick. Basic listings will always be free, and we also offer premium listings with extra features for $950/year.
Add Your Listing

You can also contact Dawn Kodin, dawn@riabiz.com or John Kodin, john@riabiz.com, (360) 714-8662 for direct sales or more info.


RIA Resources


sponsored by: