Financial Planning- Enterprise Software
Systems & Platforms [3]

 

Blueleaf
www.blueleaf.com
Email: info@blueleaf.com
Phone: 617-855-LEAF (5323)

From B website: You became an advisor to help people. So why is so much of your day spent wrangling data and fighting with technology? It’s time for a change.

With Blueleaf Advisor, in one clean, easy-to-use web application you’ll have all your client, prospect, and portfolio data where and when you need it. No painful integrations, no manual data entry, no distractions — we take care of it all so you can spend your time serving your clients and growing your business.

1. Know what is happening in every client account, automatically.
2. Monitor allocation targets effortlessly.
3. Simple performance reporting that just works.
4. Held away and custodial assets in the same place, no integration required.
5. Clear, helpful client website and automated communication.
6. The same tools for your prospects, to buils relationships naturally.
 

inStream Solutions
http://instreamwealth.com/
Email: hello@instreamwealth.com

From iSS website: in­Stream So­lu­tions℠ is a unique plat­form cre­ated by fi­nan­cial ad­vi­sors for fi­nan­cial ad­vi­sors. De­spite the many ro­bust fi­nan­cial plan­ning ap­pli­ca­tions avail­able, we de­sired a proac­tive ap­proach that would be in­tu­itive, sleek, and fun to use; all while main­tain­ing the in­tegrity of a rig­or­ously de­vel­oped goals-based fi­nan­cial plan­ning ap­pli­ca­tion. 

1. How do we stay at the fore­front of best prac­tices?
2. How do we bet­ter an­tic­i­pate client needs?
3. How do we play a more ac­tive role in our clients’ fi­nan­cial de­ci­sions?

Proac­tive plan­ning needs to be smart, and smart fi­nan­cial ad­vi­sors are both knowl­edge­able, and at the cen­ter of their clients’ fi­nan­cial lives. We de­sign our ap­pli­ca­tion to put rel­e­vant in­for­ma­tion in the hands of our users to en­able pro­lif­er­a­tion of knowl­edge and the co­or­di­na­tion of ser­vices — and all of this in a proac­tive man­ner.

We haven't fully opened up the flood gates quite yet, But if you're as excited about what's coming as we are, you should get in touch. We are looking for RIAs that are ready to start taking the inStream advising suite for a spin, and help us make it better as we finish up a couple more features, and smooth out a few kinks. Send us some information about your advising firm, and we'll get back to you.

beta@instreamwealth.com

 
WealthTouch
www.wealthtouch.com
Email: contact@wealthtouch.com
303-831-3800

From WT website: We transform the complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting. Our comprehensive solutions consolidate, reconcile and report across all asset classes, custodians and currencies to create an unbiased and independent view of the client’s complete wealth picture.

WealthTouch is rooted in the family-office tradition of premium service and absolute confidentiality. We blend the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth. We understand that having the right information when and where it is needed creates the right relationship between the advisor and client.

Clarity and control for family offices and advisors means growing profitably without sacrificing service to the end client. Many top managers who have started their own wealth management firms often lack the infrastructure to scale and stay competitive.

We help family offices and advisors do more with less through our private-label portfolio reporting and financial administration solutions that address your issues and goals around growth, scale, security and maintaining client relationships.