Here is a list of all the service providers at the IMPACT 2019 conference.
Event Booth | Name | Technology Sub-category |
231 | 280 CapMarkets | Trading/Rebalancing |
324 | Addepar | Integrated Platform, Portfolio Management, Reporting |
310 | Adhesion Wealth | Integrated Platform, Portfolio Management, Trading/Rebalancing |
334 | Advicent | Financial Planning |
305-31 | AdvicePay | Billing, Financial Planning |
305-9 | Advisor Software, Inc. | Financial Planning |
306 | AdvisorEngine, Inc. | CRM, Cybersecurity, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-24 | AdvisorPeak | Trading/Rebalancing |
305-29 | AdvisoryWorld | Financial Planning, Portfolio Management, Risk Analysis, Other |
413 | Advyzon | CRM, Document Management, Integrated Platform, Portfolio Management |
305-1 | Agreement Express | Onboarding, Other |
305-14 | Argus Research Company | Research/ Analytics |
305-5 | Benjamin | Practice Management, Other |
305-16 | BillFin (Redi2 Technologies) | Billing, Other |
431 | Black Diamond Wealth Platform (SS&C Advent) | Document Management, Portfolio Management, Trading/Rebalancing, Other |
925 | Blackrock | Financial Planning |
305-6 | BlazePortfolio | Trading/Rebalancing |
332 | BNY Mellon | Albridge | Reporting |
305-12 | Bridge Financial Technology | Portfolio Management |
233 | Broadridge | CRM, Document Management, Financial Planning |
1535 | CAIS | Other |
305-10 | Chaikin Analytics | Portfolio Management, Research/ Analytics |
305-18 | Chetu, Inc. | Practice Management, Other |
409 | Chicago Clearing Corporation | Practice Management |
305-26 | CircleBlack | Integrated Solution, Portfolio Management, Trading/Rebalancing, Other |
305-27 | Clearnomics | Research/ Analytics, Other |
314 | Concenter Services - XLR8 | CRM Consultants, CRM |
234 | Discovery Data | CRM, Other |
Not Provided | eMoney Advisor | Financial Planning |
305-13 | Emotomy | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
1307 | Envestnet | CRM, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing |
438 | Envestnet MoneyGuide | Financial Planning |
215 | FactSet | Portfolio Management |
507 | Fi360 | Document Management, Portfolio Management |
305-11 | FinFolio | Portfolio Management |
407 | Fiserv | Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-15 | FIX Flyer, LLC | Trading/Rebalancing, Other |
218 | Foreside | Document Management, Other |
305-8 | GeoWealth | CRM, Document Management, Financial Planning, Integrated Platform, Portfolio Management, Trading/Rebalancing, Other |
305-19 | Hexaview Technologies, Inc. | Document Management, Practice Management, Other |
305-17 | HiddenLevers | Research/ Analytics, Other |
305-32 | Highridge Technology | Cybersecurity, IT/Infrastructure/Hosting, Other |
1635 | iCapital Network | Document Management, Other |
425 | InvestCloud | CRM, Document Management, Financial Planning, Portfolio Management, Trading/Rebalancing |
1522 | J.P. Morgan Asset Management | CRM, Cybersecurity, Financial Planning, Portfolio Management |
305-7 | Jive Communications (Logmein) | Practice Management, Other |
304 | Junxure | CRM |
415 | Laser App/iPipeline | CRM, Document Management, Practice Management, Other |
427 | Laserfiche | Document Management, Practice Management |
305-33 | LifeYield, LLC | Financial Planning, Trading/Rebalancing |
419 | Morningstar, Inc. | Financial Planning, Portfolio Management, Trading/Rebalancing, Other |
305-3 | Net Worth Strategies, Inc. | Financial Planning, Portfolio Management, Research/ Analytics, Other |
133 | O'Shaughnessy Asset Management | Financial Planning, Portfolio Management |
526 | Oranj | Portfolio Management, Other |
219 | Orion Advisor Tech | Document Management, Financial Planning, Integrated Platform |
305-30 | Panoramix | Portfolio Management |
605-8 | PCS Retirement | Other |
305-2 | Portfolio Pathway | Portfolio Management, Trading/Rebalancing |
305-21 | Private Client Resources, LLC (PCR) | Reporting, Other |
312 | RedBlack Software | Trading/Rebalancing |
330 | Redtail Technology | CRM |
213 | Refinitiv | Other |
305-4 | RIA in a Box, LLC | Compliance, Cybersecurity, Other |
305-20 | Right Size Solutions, Inc. | Cybersecurity, IT/Infrastructure/Hosting |
305-25 | RightCapital | Financial Planning |
405 | Riskalyze | Risk Analysis, Other |
305-23 | Rixtrema | Financial Planning, Portfolio Management, Practice Management |
339 | Salient | Practice Management |
341 | SMArtX Advisory Solutions | Portfolio Management, Trading/Rebalancing |
431 | SS&C Advent | Portfolio Management, Trading/Rebalancing, Other |
431 | SS&C Salentica | CRM |
305-22 | Totum Risk | Portfolio Management, Risk Analysis, Other |
907 | United Capital | Other |
305-28 | Wealthbox CRM | CRM |
305-34 | YCharts | Research/ Analytics, Other |