Digital Onboarding

Advisor360°

Est. 2018·🇺🇸WestboroughWestborough, United States·Private·~600·$1.1 Trillion AUM

Private

Advisor360° delivers modern advisory experiences and actionable intelligence so advisors can focus on what matters most: advising clients. The platform supports every advisor, regardless of firm size, structure, or tech maturity.

Appway

Est. 2010·🇬🇧EdinburghEdinburgh, United Kingdom·Acquired·5,000+

Acquired (FNZ)

FNZ’s platform enhances investor onboarding by combining digital and physical interactions, enabling users to open accounts quickly and efficiently. It supports both simple and complex onboarding scenarios, such as for trusts and financial institutions.

Agreement Express

Est. 2001·Acquired·Shared

Acquired (2023)

ScanX provides instant access to robust risk assessment data to help make informed decisions about merchants before and after they are added to your portfolio.

Docupace

Est. 2002·PE-Backed·180

PE Backed (FTV)

The Docupace platform transforms how financial professionals manage accounts, contacts, reporting, and integrations.

ETNA

Est. 2020·🇮🇳INDOREINDORE, India

The Wealth Mosaic is a digital marketplace that connects wealth management firms with relevant solutions and knowledge resources.

Feathery

Est. 2019·🇮🇳NASHIKNASHIK, India

Feathery offers an AI-driven data intake platform designed to automate client onboarding, underwriting, and proposal generation for financial services.

FusionIQ

Est. 2014

FusionIQ empowers financial institutions and advisors to simplify the wealth management and investing experience while enhancing client retention and attracting new customers.

Investipal

Est. 2021·🇺🇸DenverDenver, United States

Investipal is a comprehensive platform for financial advisors, facilitating everything from client onboarding to portfolio management and billing, all in one system.