Get the Inside Look at RIA Tech Stacks
Explore the tech stacks of thousands of RIAs - from portfolio management and planning tools to CRMs, and TAMPs - with comprehensive coverage across the advisor technology landscape to identify ideal platform fits and uncover competitor footprints.
Reveal Platform Relationships
Discover which Turnkey Asset Management Platforms (TAMPs) RIAs are aligned with.
Target Firms based on their technology partnerships
Envestnet, SMArtX, Orion, Black Diamond, & More
Identify cross platform opportunities
Tailor your messaging to resonate with how they manage client portfolios
Tech & Platform Data at a Glance
Go After RIAs Built to Work With You
Leverage RIA tech data to personalize your pitch, strengthen partner alignment, and accelerate distribution growth.
Filter RIAs by the technology powering their business - from client portals to trading systems.
Pinpoint prospects using your partner or competitor platforms.
Identify cross-sell and integration opportunities.
Focus on firms where your product fits naturally into their workflow.
Want to see RIAs using specific platforms?
Tech coverage includes TAMPs & Portfolio Management, Financial Planning, Risk & Analytics, CRM & Client Engagement, and More.