{
  "generated": "2026-10-22",
  "license": "CC BY 4.0",
  "attribution": "wealthtech.dev",
  "count": 44,
  "products": [
    {
      "id": "addepar",
      "name": "Addepar",
      "vendor": "Addepar",
      "category": "portfolio-reporting",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "addepar-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/addepar"
    },
    {
      "id": "advisorengine-crm",
      "name": "AdvisorEngine CRM",
      "vendor": "AdvisorEngine",
      "category": "crm",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/advisorengine-crm"
    },
    {
      "id": "advizorpro",
      "name": "AdvizorPro",
      "vendor": "AdvizorPro",
      "category": "prospecting-data",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/advizorpro"
    },
    {
      "id": "advyzon",
      "name": "Advyzon",
      "vendor": "Advyzon Investment Management",
      "category": "crm",
      "tier": "core",
      "access": "unreadable",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/advyzon"
    },
    {
      "id": "akoya",
      "name": "Akoya",
      "vendor": "Akoya LLC",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Published",
      "webhooks": "Yes",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/akoya"
    },
    {
      "id": "altruist",
      "name": "Altruist",
      "vendor": "Altruist",
      "category": "custodian",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/altruist"
    },
    {
      "id": "asset-map",
      "name": "Asset-Map",
      "vendor": "Asset-Map, Inc.",
      "category": "planning",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/asset-map"
    },
    {
      "id": "black-diamond",
      "name": "Black Diamond",
      "vendor": "SS&C Black Diamond Wealth Solutions",
      "category": "portfolio-reporting",
      "tier": "core",
      "access": "unreadable",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "black-diamond-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/black-diamond"
    },
    {
      "id": "boldin",
      "name": "Boldin",
      "vendor": "NewRetirement, Inc. d/b/a Boldin",
      "category": "planning",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Not found",
      "openapi": "Published",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/boldin"
    },
    {
      "id": "byallaccounts",
      "name": "ByAllAccounts",
      "vendor": "Morningstar",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "partner-gated",
      "sandbox": "Yes, on request",
      "openapi": "Published",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/byallaccounts"
    },
    {
      "id": "comply",
      "name": "COMPLY (Comply for RIA, formerly RIA in a Box)",
      "vendor": "Comply",
      "category": "compliance",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/comply"
    },
    {
      "id": "conquest-planning",
      "name": "Conquest Planning",
      "vendor": "Conquest Planning Inc.",
      "category": "planning",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "conquest-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/conquest-planning"
    },
    {
      "id": "docupace",
      "name": "Docupace",
      "vendor": "Docupace Technologies",
      "category": "compliance",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Yes, self-serve",
      "openapi": "Couldn't read automatically",
      "webhooks": "Couldn't read automatically",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/docupace"
    },
    {
      "id": "emoney",
      "name": "eMoney Advisor",
      "vendor": "eMoney Advisor, LLC",
      "category": "planning",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/emoney"
    },
    {
      "id": "envestnet-tamarac",
      "name": "Envestnet Tamarac",
      "vendor": "Envestnet",
      "category": "portfolio-reporting",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "envestnet-connector"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/envestnet-tamarac"
    },
    {
      "id": "envestnet-wealth-data-platform",
      "name": "Envestnet Wealth Data Platform",
      "vendor": "Envestnet",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/envestnet-wealth-data-platform"
    },
    {
      "id": "fidelity-integration-xchange",
      "name": "Fidelity Wealthscape Integration Xchange",
      "vendor": "Fidelity Investments",
      "category": "custodian",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/fidelity-integration-xchange"
    },
    {
      "id": "finicity",
      "name": "Mastercard Open Finance US (Finicity)",
      "vendor": "Mastercard (Finicity)",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Published",
      "webhooks": "Yes",
      "mcp": [
        "finicity-agent-toolkit"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/finicity"
    },
    {
      "id": "finra-api",
      "name": "FINRA API Platform",
      "vendor": "Financial Industry Regulatory Authority (FINRA)",
      "category": "regulatory-data",
      "tier": "core",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Not found",
      "webhooks": "No",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/finra-api"
    },
    {
      "id": "global-relay",
      "name": "Global Relay",
      "vendor": "Global Relay Communications Inc.",
      "category": "compliance",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Yes, on request",
      "openapi": "Published",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/global-relay"
    },
    {
      "id": "holistiplan",
      "name": "Holistiplan",
      "vendor": "Holistiplan LLC",
      "category": "planning",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/holistiplan"
    },
    {
      "id": "hubspot",
      "name": "HubSpot",
      "vendor": "HubSpot, Inc.",
      "category": "crm",
      "tier": "core",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Published",
      "webhooks": "Yes",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/hubspot"
    },
    {
      "id": "income-lab",
      "name": "Income Lab",
      "vendor": "Income Laboratory, Inc.",
      "category": "planning",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/income-lab"
    },
    {
      "id": "less-annoying-crm",
      "name": "Less Annoying CRM",
      "vendor": "Less Annoying CRM",
      "category": "crm",
      "tier": "core",
      "access": "open",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Yes",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/less-annoying-crm"
    },
    {
      "id": "milemarker",
      "name": "Milemarker",
      "vendor": "Milemarker",
      "category": "wealth-platform",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Yes",
      "mcp": [
        "milemarker-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/milemarker"
    },
    {
      "id": "moneyguide",
      "name": "MoneyGuide",
      "vendor": "Envestnet",
      "category": "planning",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "envestnet-connector"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/moneyguide"
    },
    {
      "id": "morningstar",
      "name": "Morningstar Direct Web Services",
      "vendor": "Morningstar, Inc.",
      "category": "market-data",
      "tier": "adjacent",
      "access": "open-docs-gated-keys",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "morningstar-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/morningstar"
    },
    {
      "id": "naviplan",
      "name": "NaviPlan",
      "vendor": "InvestCloud, Inc.",
      "category": "planning",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/naviplan"
    },
    {
      "id": "nitrogen",
      "name": "Nitrogen",
      "vendor": "Nitrogen",
      "category": "portfolio-reporting",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/nitrogen"
    },
    {
      "id": "orion",
      "name": "Orion",
      "vendor": "Orion Advisor Solutions",
      "category": "portfolio-reporting",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "orion-denali"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/orion"
    },
    {
      "id": "pershing-wove",
      "name": "BNY Pershing Wove",
      "vendor": "BNY Pershing",
      "category": "custodian",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/pershing-wove"
    },
    {
      "id": "plaid-investments",
      "name": "Plaid Investments",
      "vendor": "Plaid Inc.",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Published",
      "webhooks": "Yes",
      "mcp": [
        "plaid-dashboard-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/plaid-investments"
    },
    {
      "id": "practifi",
      "name": "Practifi",
      "vendor": "Practifi",
      "category": "crm",
      "tier": "core",
      "access": "open-docs-gated-keys",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/practifi"
    },
    {
      "id": "redtail",
      "name": "Redtail CRM",
      "vendor": "Redtail Technology",
      "category": "crm",
      "tier": "core",
      "access": "unreadable",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "orion-denali"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/redtail"
    },
    {
      "id": "rightcapital",
      "name": "RightCapital",
      "vendor": "RightCapital Inc.",
      "category": "planning",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/rightcapital"
    },
    {
      "id": "salentica",
      "name": "Salentica",
      "vendor": "SS&C Technologies (SS&C Black Diamond)",
      "category": "crm",
      "tier": "core",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/salentica"
    },
    {
      "id": "salesforce-financial-services-cloud",
      "name": "Salesforce Financial Services Cloud",
      "vendor": "Salesforce, Inc.",
      "category": "crm",
      "tier": "core",
      "access": "open",
      "sandbox": "Yes, self-serve",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/salesforce-financial-services-cloud"
    },
    {
      "id": "schwab-advisor-services",
      "name": "Schwab Advisor Services",
      "vendor": "Charles Schwab & Co., Inc.",
      "category": "custodian",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Yes, on request",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "schwab-connector"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/schwab-advisor-services"
    },
    {
      "id": "sec-edgar",
      "name": "SEC EDGAR APIs",
      "vendor": "U.S. Securities and Exchange Commission",
      "category": "regulatory-data",
      "tier": "core",
      "access": "open",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/sec-edgar"
    },
    {
      "id": "sec-form-adv-data",
      "name": "SEC Form ADV data files and IAPD compilation feeds",
      "vendor": "U.S. Securities and Exchange Commission",
      "category": "regulatory-data",
      "tier": "core",
      "access": "open",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/sec-form-adv-data"
    },
    {
      "id": "smarsh",
      "name": "Smarsh",
      "vendor": "Smarsh",
      "category": "compliance",
      "tier": "core",
      "access": "partner-gated",
      "sandbox": "Not found",
      "openapi": "Couldn't read automatically",
      "webhooks": "Couldn't read automatically",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/smarsh"
    },
    {
      "id": "wealthbox",
      "name": "Wealthbox",
      "vendor": "Wealthbox, LLC",
      "category": "crm",
      "tier": "core",
      "access": "open",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [
        "wealthbox-mcp"
      ],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/wealthbox"
    },
    {
      "id": "ycharts",
      "name": "YCharts",
      "vendor": "YCharts",
      "category": "market-data",
      "tier": "adjacent",
      "access": "unreadable",
      "sandbox": "Not found",
      "openapi": "Not found",
      "webhooks": "Not found",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/ycharts"
    },
    {
      "id": "yodlee",
      "name": "Envestnet Yodlee",
      "vendor": "Envestnet | Yodlee",
      "category": "aggregation",
      "tier": "adjacent",
      "access": "unknown",
      "sandbox": "Not found",
      "openapi": "Published",
      "webhooks": "Yes",
      "mcp": [],
      "lastChecked": "2026-10-17",
      "url": "https://wealthtech.dev/products/yodlee"
    }
  ]
}