Broker-Dealer Platforms

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.

Cambridge - Advisor Workstation

Est. 1981·900

Headcount900

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. They offer a flexible range of solutions in the areas of advice, growth, technology, and independence.

Advisor.com

Est. 1998·🇺🇸OmahaOmaha, United States

Orion is a wealthtech platform designed for financial advisors, offering an integrated solution that includes CRM, portfolio accounting, trading, and compliance features.

Ameriprise Financial - PracticeTech

Est. 1894·🇺🇸MinneapolisMinneapolis, United States

Ameriprise Financial offers personal advice from dedicated advisors, comprehensive financial planning, and investment services. They have been recognized as a top leader in the investment industry, focusing on client confidence through personalized strategies.

AXA Advisors - Branchnet

Est. 1859·🇺🇸New YorkNew York, United States

Equitable is a financial services company with over 160 years of experience, dedicated to helping clients secure their financial well-being and pursue fulfilling lives.

ClientWorks

Est. 1996

ClientWorks is an integrated platform for financial advisors that allows them to perform daily activities in one place.