Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions—underpinned by the world’s largest delivery network—Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 509,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com/wealth.
ABAKA is the global leader in digital saving and retirement enterprise SaaS solutions, powered by Artificial Intelligence. The ABAKA modular platform, leveraging new technology (Artificial Intelligence, open banking APIs, omni-channel engagement) is a great tool kit to help legacy FIs to keep up and fintechs to hit the ground running. The cloud-based platform and library of modular applications helps clients build highly differentiated digital solutions and a truly personalised customer experience.
ABAKA has built the economy applications and seamless data exchange platform enabling FIs to access customer data, build insights and intelligence through conversational AI, Next Best Actions and hyper-personalised behavioural nudges. We provide digital solutions covering saving and retirement (accumulation, at-retirement and decumulation), banking (PFM, short term digital savings), wealth and advisory (goal-based investing, data aggregation, advisor lead gen tools and business process automation).
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.
Grapevine6 is the social and digital sales engagement platform trusted by four of North America’s five largest Wealth Management firms.
Launched in 2013, Grapevine6 uses artificial intelligence to solve the content problem (relevant third-party and brand content curation), the compliance problem (robust supervision at scale, archiving and more), and the measurement problem (with robust individual, team, and firm-level analytics and reporting).
The company was designated a Leader in The Forrester New Wave™: Sales Social Engagement Tools, Q2 2019. Grapevine6 clients have won numerous awards for social and digital engagement excellence.
For more information visit Grapevine6.com.
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. For more information, visit www.investcloud.com.
MoneyGuide is the industry’s leading financial planning software platform. Whether you are an independent advisor or part of a large firm, MoneyGuide scales to meet your needs. Four dynamic configurations make up the MoneyGuide ecosystem - MoneyGuideOne, MoneyGuidePro®, MoneyGuideElite and MyBlocks.
We believe financial professionals need solutions, not obstacles, and that financial conversations are the foundation of a strong business model. This is what continues to drive us to create award-winning software products with the philosophy that everyone needs and deserves a quality financial plan.
MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia. Learn more at www.myvest.com.
Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 3,000 firms worldwide, including four of the top five custodians, 24 of the top 25 broker-dealers, seven of the top 10 North American banks, and the top four global insurance companies. Through our innovative products and services, we help thousands of financial professionals and their clients understand and impact their financial future.
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress towards each investor’s unique definition of financial success.
Ortec Finance is the leading provider of technology and solutions for risk and return management.
It is our purpose to enable people to manage the complexity of investment decisions. OPAL facilitates goal-based planning and monitoring of goals. It is a software solution based on proven asset and liability management techniques from the world of institutional investments and crucial for supporting and improving investment decision making. We do this by leveraging our world-class institutional scenario engine as the core of the solution. OPAL enables financial institutions and advisers to translate their clients personal goals into an optimal investment plan and monitor these goals over time.
Ortec Finance is headquartered in Rotterdam and has offices in Amsterdam, London, Toronto, Hong Kong, Zurich and Melbourne, with more than 500 customers represented over 20+ countries, a retention rate of 96% and 3 trillion euro total assets managed by our clients.
For more information visit: www.ortecfinance.com/OPAL
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