Blockdaemon
Trusted by 400+ institutions, we support over $110B in digital assets through secure blockchain infrastructure—spanning nodes, APIs, staking services, and MPC wallet technology. Since 2017, our globally distributed systems have delivered enterprise-grade scalability, security, and compliance for the world’s leading financial and crypto platforms.
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NaviPlan
NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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M2Advisor
Cutting-edge Wealth Management solutions are accessible to a variety of financial entities including Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers, and Investment Administrators. We take diverse input formats and protocols from various sources and convert them into a cohesive, standardized output format. This unified method enables our data formats to be 'reused' for developing new interfaces as necessary, significantly reducing the time needed to introduce new features. Through m2Data, financial institutions can provide their clients with a secure and standardized data service while minimizing disruption to daily operations. Additionally, m2Wealth is distinguished as one of the select providers that offer comprehensive EBICS capabilities. M2 has built 'connectors' with numerous European Banks and Custodians that have adopted EBICS as their primary connection protocol, facilitating global daily distribution. As more Banks and Custodians choose EBICS, M2 is proactively working alongside these institutions to further improve their offerings. By enhancing data management processes and strengthening connections, M2 equips financial organizations to thrive in a dynamic marketplace. This strategic approach not only boosts operational efficiency but also positions these institutions to swiftly adapt to changing client demands and industry trends.
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Envestnet | Tamarac
Envestnet | Tamarac is a leading end-to-end technology platform purpose-built for Registered Investment Advisors (RIAs) seeking to modernize their practice management and client servicing capabilities. Designed to unify portfolio management, trading, billing, reporting, and CRM integration, Tamarac helps advisory firms manage every aspect of the client lifecycle from one powerful platform. Its Portfolio Rebalancing and Trading system automates trade execution with precision, offering tax-aware rebalancing, model management, and compliance oversight to help advisors optimize every client portfolio. The Performance Reporting module delivers branded, data-rich reports that transform complex analytics into clear insights clients can easily understand. Tamarac’s Client Portal provides investors with secure, real-time access to their financial data, documents, and goals—helping firms build transparency and trust. Through deep integrations with industry-leading custodians and applications, Tamarac eliminates manual processes and improves data accuracy across the entire advisory workflow. Its CRM capabilities connect strategy with execution, allowing teams to manage relationships and communication effortlessly. Built on Envestnet’s proven wealth management infrastructure, Tamarac offers the scalability, reliability, and compliance rigor needed for modern firms to thrive. Thousands of advisory businesses rely on it to reduce operational complexity, enhance collaboration, and elevate client engagement. With Tamarac, RIAs gain the intelligence and automation to focus on what matters most—delivering exceptional financial outcomes and growing their practices.
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