OmegaFP
OmegaFP is the ultimate, compliant AI tech stack for modern financial advisors, engineered to help you scale your practice while saving you time and money. Our platform acts as your central operational hub, giving you all the tools required to run your business seamlessly without the burden of multiple software subscriptions. To eliminate redundant data […]
Uprise
Uprise enables financial advisors to seamlessly add integrated tax filing and planning to their offerings. We provide credentialed professionals, workflows, and client experience so advisors can deliver a complete financial solution without needing to build or manage an in-house tax team. Individual and business tax return prep and filing Quarterly tax and withholding estimates Tax […]
Roam
Roam is a Virtual HQ that packs the energy, presence, and velocity of a real office – without the back-to-back meetings, chat overload, and siloed isolation of remote work. It supercharges culture and productivity with 8-minute average meeting times. The Roam Super Bundle replaces Zoom, Slack, Calendly, Otter, Loom, Zoom Webinars, and more – all […]
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 […]
Gemifi
Gemifi: Equity Compensation Planning Software for Financial Advisors Your clients with stock options and RSUs deserve better than spreadsheets and guesswork. Gemifi is purpose-built software that helps financial advisors create optimized trading plans for clients with equity compensation—turning a complex, time-consuming process into a strategic advantage for your practice. The Problem We Solve Equity compensation […]
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 […]
Zocks
Zocks is a privacy-first, AI Platform that assists financial advisors (and reps) with automated client meeting prep, note taking during virtual and in-person meetings, post meeting follow ups, and personalized email communications – all without recordings. Plus, Zocks seamlessly integrates with CRM to save time and keep records up to date.
Jump
Jump is the #1 AI-powered operating system for financial services professionals. Transforming the wealth tech industry since launching in 2023, Jump reduces busywork by automating meeting prep, note-taking, recaps, follow-ups and CRM updates. The platform also deepens advisor relationships with clients by surfacing growth insights like held-away assets, while embedding industry-leading compliance. Jump is the […]