Slant
Slant is an AI-native operations hub for financial advisors. Most advisory firms rely on fragmented, hub-and-spoke tech stacks because traditional CRMs are underpowered. Slant replaces that model by making the CRM a system of action as well as a system of record. With AI chat, workflow automation, meeting notes, data enrichment, and prospecting built directly […]
Vanilla
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic […]
Quivr CRM
Built by Certified Financial Planners® who understand the daily challenges advisors face, Quivr is an award-winning, purpose-built platform designed specifically for financial planning firms. It unites client data, workflows, and milestones into one intuitive system—helping advisors stay organized, efficient, and focused on delivering exceptional client experiences.
Advyzon
Born from a mission to transform the existing fractured, friction-filled experience for advisory firms, Advyzon’s single source platform concept is elegantly simple in explanation and execution. The fully integrated solution seamlessly combines technology and investment management to meet the needs of all firms and has been designed in a modular capacity so firms can easily […]