News

List of Service Providers At IMPACT 2019 Conference

Shauvik Haldar Nov 06, 2019

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