External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Asset managers
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Cloud wealth ecosystem giving independent advisors integrated planning, CRM, trading, and a product marketplace.
Description
SYSTM, built by William Blair on InvestCloud technology, provides a cloud wealth ecosystem with onboarding, planning, CRM, and trading plus a marketplace, giving independent advisors enterprise-grade tools.
APIs and Security
Security checks
None
Public APIs
No
