Your stack
RightCapitalSS&C Black Diamond
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Most similar firms
Match: across your categories, the same tool counts in full and a different tool in the same category counts a quarter.
Both use: RightCapital, SS&C Black Diamond
Both use: RightCapital, SS&C Black Diamond
One Advisory Partners, LLC
Overland Park, KS
100%match
Both use: RightCapital, SS&C Black Diamond
Invista Advisors
Montgomery, AL
100%match
Both use: RightCapital, SS&C Black Diamond
Waverly Advisors, LLC
Birmingham, AL
100%match
Both use: RightCapital, SS&C Black Diamond
Both use: RightCapital, SS&C Black Diamond
They also use: Charles Schwab, Squarespace
By category
How common your tools are across the other 9278 RIAs on Advicer, and what they use most.
| Category | You use | Most used |
|---|---|---|
| Custodial Platform 5675 of 9278 firms All 7,353 wealth managers filing with the SEC: Schwab 66% · Fidelity 25% · Pershing 7% · LPL Financial 4%. Market share → | None listed · 61% of firms have one | Charles Schwab · 3963 · 3.0/5 Wealthscape (Fidelity) · 1205 · 3.0/5 Altruist · 458 · 4.0/5 |
| Financial Planning 2495 of 9278 firms | RightCapital · 910 firms (10%) | eMoney · 1408 · 2.0/5 RightCapital · 910 · 3.0/5 Envestnet MoneyGuide · 211 · 1.0/5 |
| Planning Light 723 of 9278 firms | — | Advyzon · 711 Retirement Analyzer · 10 ProjectionLab · 1 |
| E-Signature 55 of 9278 firms | — | Adobe Sign · 38 DocuSign · 15 RightSignature · 2 |
| CRM 1511 of 9278 firms | SS&C Black Diamond · 584 firms (6%) | SS&C Black Diamond · 584 Envestnet Tamarac · 455 HubSpot · 448 |
| Performance Reporting 161 of 9278 firms | — | Addepar · 155 AssetBook · 6 |
| Client Portal 28 of 9278 firms | — | Circle Black · 10 Fynancial · 9 Kubera · 5 |
| Client File Sharing 473 of 9278 firms | — | ShareFile · 266 Box · 117 Dropbox · 65 |
| Portfolio Management 1097 of 9278 firms | — | Orion · 876 · 3.0/5 Blueleaf · 78 Envestnet · 65 |
| Trading/Rebalancing 4 of 9278 firms | — | iRebal · 2 LifeYield · 1 |
| Tax Planning 90 of 9278 firms | — | ProConnect · 34 Holistiplan · 31 · 4.0/5 Wealth.com · 27 |
| Communications Archiving/Monitoring 17 of 9278 firms | — | Greenboard · 6 Archive Intel · 2 Global Relay · 2 |
| Investment Data/Analytics 57 of 9278 firms | — | Morningstar · 35 Kwanti · 8 · 2.0/5 YCharts · 6 · 5.0/5 |
| Account Aggregation 10 of 9278 firms | — | Plaid · 8 Arch · 1 Yodlee · 1 |
| Schedule Apps 2592 of 9278 firms | — | Calendly · 2240 · 5.0/5 Acuity Scheduling · 151 OnceHub · 136 |
| Retirement Planning 41 of 9278 firms | — | Income Lab · 33 · 4.0/5 Income Solver · 6 Nestimate · 2 |
| Advisory Fee Billing 109 of 9278 firms | — | AdvicePay · 105 BILL · 2 Harvest · 1 |
| Client Texting 38 of 9278 firms | — | CurrentClient · 32 · 5.0/5 MyRepChat · 6 |
| Cash Management/Budgeting 39 of 9278 firms | — | Monarch · 19 Flourish · 18 |
| Risk Tolerance 32 of 9278 firms | — | DataPoints · 8 Pocket Risk · 5 |
| Compliance 8 of 9278 firms | — | Claude for Financial Advisors · 6 · 3.0/5 SmartRIA · 2 |
| Client Data Gathering 200 of 9278 firms | — | Jotform · 140 PreciseFP · 52 Zocks · 7 · 5.0/5 |
| Digital Marketing 812 of 9278 firms | — | Snappy Kraken · 496 Mailchimp · 190 AdvisorStream · 42 |
| Email Newsletters 4 of 9278 firms | — | Constant Contact · 2 Substack · 2 · 5.0/5 |
| Workflow Support 5 of 9278 firms | — | CanyonOps · 2 Hubly · 2 Trainual · 1 |
| Client Meeting Support 24 of 9278 firms | — | Jump · 19 Fathom · 1 Fireflies.ai · 1 |
| Education Planning 8 of 9278 firms | — | College Aid Pro · 5 PayForED · 1 |
| Estate Planning 17 of 9278 firms | — | Trust & Will · 7 Vanilla · 5 |
| Held-Away Assets 6 of 9278 firms | — | Pontera · 4 Plan Confidence · 2 Absolute Capital · 1 |
| Equity Compensation 4 of 9278 firms | — | StockOpter · 2 Trayecto · 1 · 3.0/5 |
| Advisor Lead Gen 356 of 9278 firms | — | Fee-Only Network · 251 Wealthtender · 101 SmartAsset · 18 |
| Proposal Generation/Sales Enablement 258 of 9278 firms | — | Nitrogen · 241 · 4.0/5 Elements · 14 VRGL · 2 |
| Legacy Planning 15 of 9278 firms | — | Everplans · 14 Trusty · 1 |
| Advisor Data Warehousing 8 of 9278 firms | — | BridgeFT · 7 Dispatch · 1 |
| Health Insurance Planning 2 of 9278 firms | — | Healthpilot · 1 Waterlily · 1 |
| Advice Engagement 38 of 9278 firms | — | Asset-Map · 24 · 5.0/5 fpPathfinder · 12 · 5.0/5 Knudge · 3 |
| Business Intelligence/Metrics 2 of 9278 firms | — | AdvisorEconomics · 1 RIA Pulse · 1 |
| Prospecting 6 of 9278 firms | — | Wealthfeed · 5 InfluenceLab · 1 · 5.0/5 Poseidon · 1 |
| Business Valuation 3 of 9278 firms | — | BizEquity · 2 Maus · 1 |
| AI Assistants/Agents 3 of 9278 firms | — | Moxo · 2 Quin · 1 |
| AI Platforms 8 of 9278 firms | — | Google Gemini · 3 · 4.0/5 Perplexity · 2 |
| Other Specialized Planning 3 of 9278 firms | — | Carefull · 1 |
| ESG/SRI 6 of 9278 firms | — | YourStake · 4 Ethos ESG · 2 |
| 401(k) Implementation 20 of 9278 firms | — | Vestwell · 8 Guideline · 6 Human Interest · 4 |
| Digital Onboarding 3 of 9278 firms | — | Feathery · 1 FusionIQ · 1 Marstone · 1 |
| Behavior Assessments 5 of 9278 firms | — | Money Quotient · 2 ROL Advisor · 2 knomee · 1 |
| Video Meetings & Messaging 127 of 9278 firms | — | Zoom · 126 Loom · 2 |
| Community Platforms 2 of 9278 firms | — | Circle · 1 Skool · 1 |
| Website Builders 3580 of 9278 firms | None listed · 39% of firms have one | Squarespace · 1792 Wix · 1316 Webflow · 473 |
| Password Management 5 of 9278 firms | — | 1Password · 4 Lastpass · 1 |
| Phone & VoIP 4 of 9278 firms | — | Zoom Phone · 4 |
| Email & Office Suites 93 of 9278 firms | — | Microsoft 365 · 87 Google Workspace · 6 |
| Team Chat & Collaboration 3 of 9278 firms | — | Slack · 3 |
| Project Management 5 of 9278 firms | — | Smartsheet · 3 Monday.com · 1 Notion · 1 |
| TAMP 34 of 9278 firms | — | GeoWealth · 20 |
| Other 3 of 9278 firms | — | Advisor Armor · 1 JumpShare · 1 |
Service providers
The firms the other RIAs work with (marketing, compliance, tax, coaching…). Not part of the match score.
| Category | You use | Most used |
|---|---|---|
| All-in-One Marketing 5 of 9278 firms | — | Fiduciary Check · 5 |
| Brand Design 2 of 9278 firms | — | Objective Brand · 1 |
| Website Design 97 of 9278 firms | — | Zephyr CMS · 66 Advisor Websites · 22 Advisor Designs · 8 |
| Outsourced Estate Document Preparation 5 of 9278 firms | — | Estate Guru · 2 Valur · 2 Estately · 1 |
| Outsourced Life Insurance/LTC/Annuities Solutions 15 of 9278 firms | — | LLIS · 6 Annuities Genius · 2 |
| Outsourced Medicare/Health Insurance Solutions 3 of 9278 firms | — | Move Health · 3 |
| Other Financial Planning-Related 3 of 9278 firms | — | YourCyber Life · 2 |
| Cybersecurity 2 of 9278 firms | — | |
| Recruiting 2 of 9278 firms | — | |
| Compliance Consulting 8 of 9278 firms | — | AdvisorAssist · 2 |
| Independent RIA Support 228 of 9278 firms | — | RIA Innovations · 1 tru Independence · 1 |
| Corporate RIA 6 of 9278 firms | — | Savvy Wealth · 2 AdviceOnly · 1 CGN Advisors · 1 |
| Continuing Education (CE) 3 of 9278 firms | — | Kitces.com · 2 · 5.0/5 NAPFA · 1 |
| Other 3 of 9278 firms | — | Advisor Law · 1 |