Conquest Planning is a financial planning software company enabling advice delivery across the entire wealth continuum. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent features to help advisors build better plans, serve more clients and grow their practice.
Hadrius is the AI-native compliance infrastructure built for RIAs and broker-dealers, unifying core regulatory functions into a defensible, audit-ready system that replaces fragmented legacy vendors with one seamless workflow, interconnected oversight, and cross-domain compliance intelligence.
Communify is a design-first engineering company delivering Financial AI, digital and data solutions to the global financial services industry. Its platform – powered by the Communify Knowledge Base and MIND™ AI – processes over 9 billion data requests daily for 150+ clients managing $20T+ in assets under management, serving firms across North America, Europe and Asia Pacific. Communify unifies the digital communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals. Its solutions span four segments: Intelligent Media, Intelligent Investor, Intelligent Advisor and Intelligent Manager – each built on the same trusted Knowledge Base, with MIND™ AI embedded by default. Communify gives financial institutions what they need to grow, retain and scale – delivering intelligence via Signals, Stories™, Scores, Intelligent Dialogues™ and Autonomous Decision Agents. Over 85% of US brokerage firms work with Communify today.
Practifi is a CRM and business management platform built for financial advisory and wealth management firms. It brings client data, workflows, analytics, and integrations into one system to help firms automate processes, improve client engagement, and support growth. The platform also includes AI‑powered tools and role‑based features to surfaceinsights and streamline tasks.
Slant is the AI-native CRM for financial advisors. Instead of digging through emails, calls, and documents, just ask Slant and get the answer instantly. Slant turns your CRM from a system of record into a system of action, so advisors can focus on client relationships, not busywork.
VastAdvisor is the Governed AI Organic Growth OS for RIAs and enterprise wealth platforms. We transform client acquisition from fragmented, high-cost tactics into a systematic, data-driven engine—combining audience intelligence, campaign orchestration, and embedded compliance to deliver measurable growth, lower CAC, and a continuously improving competitive advantage.
Altruist is the AI-forward wealth platform and custodian built for independent advisors, bringing account opening, trading, portfolio management, billing, and reporting together in one place.
FP Alpha is an AI native planning platform designed to enhance advisor capabilities across tax, estate, and insurance planning through a combination of AI-driven document analysis and structured planning outputs. Rather than functioning as a document creation tool, FP Alpha acts as an analysis and insights engine, enabling advisors to extract, interpret, and take action on information contained within client financial and estate documents.
The platform is built around a document-first workflow. Advisors upload client materials, such as estate documents, tax returns, and insurance policies, and FP Alpha leverages a combination of proprietary artificial intelligence and human review to generate structured summaries, insights, and planning opportunities. This approach allows advisors to significantly reduce manual review time while improving the depth and consistency of planning recommendations.
Over 70 attorneys, CPAs, and CFPs have trained the platform’s AI across 16 planning disciplines. FP Alpha’s tax return extraction achieves 99.8% accuracy, far above the 60–93% range common to general-purpose LLMs. The estate platform has the highest reading accuracy on the market.
FP Alpha is typically used alongside other core systems such as financial planning tools and estate document providers, complementing rather than replacing those solutions within the broader wealth management ecosystem.
JIFFYAI helps wealth management firms unify data, uplift experiences, and unlock capacity through AI-powered solutions and Agentic AI capabilities designed for RIAs, Broker-Dealers, Family Offices, and Banks & Trusts.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
The most trusted name in estate planning
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. Learn more and start a free trial at zocks.io.
Caddi is an agent that builds back-office agents for RIAs. Teach it a workflow the way you would a new hire, and it builds reliable agents that run onboarding, reconciliation, reporting, and billing across your CRM, custodian, and portfolio systems, unattended, with a full audit trail and zero data retention.
