Description: FutureAdvisor is an automated digital advisor that provides investment management and financial planning services. It uses algorithms and software to build and monitor customized investment portfolios based on each client's unique goals.
Type: software
Description: Ripsaw Wealth Tools is a financial planning software that helps advisors manage client portfolios, analyze investments, and generate client-facing proposals. It streamlines workflows with integrated CRM, portfolio accounting, trading platforms, and customized reporting.
Type: software