Sharon Kern

Vice President of Sales

 Ensight

(858) 437-5194

skern@ensightcloud.com 

FinTech Categories

Matt Wilson AWMA®

Sr. Enterprise Account Manager 

Envestnet | MoneyGuide

​

‭(804) 836-5113‬ mwilson@moneyguidepro.com

Mike Pepe

Founder

Proformex

​

(216) 235-0216

mpepe@proformex.com

2020 Cramer FinTech Directory - Categories

401k 

Account Aggregation

Advisory — Billing

Advisory — Platform

Advisor Transition

All-In-One

Annuity Platform

Annuity Order Entry

Back Office Processing

Behavior Assessments

Books & Records/Onboarding

Business / Practice Valuation / M&A

Clearing Firms

Client File Sharing

Client Portal

Client Surveys

Cloud Hosting

Collaboration

Commissions

Compliance & Registration

Compliance Oversight

CRM

Cyber Security

Data — Aggregation

Data — Gathering Client Data 

Data — Sources

Digital — Advisory Solutions

Digital — Marketing

Document Management & Storage

E-Learning

E-Signature

Email

Forms Management

Investment Data / Analytics

Lead Generation

Licensing

Life Insurance Platforms

Managed Account Platform

Marketing

Metrics/Business Intelligence 

Mobile Dictation

New Account Opening/Onboarding

OFAC/AML

Order Entry for Life Insurance

Performance Reporting

Planning — Estate Planning

Planning — Financial Planning

Planning — Plan Monitoring

Planning — Retirement Planning

Planning — Tax Planning

Portfolio — Management

Portfolio — Rebalancing 

Portfolio — Stress Testing

Product Due Diligence

Rebalancing Software

Reporting

Research & Market Analytics

Risk Tolerance

Robos

Sales Enablement

Salesforce Overlays

Scheduling

Social Media Archiving

Structured Product Platforms

Succession Planning

Technology Consultants

Training

Vendor Risk Management

Website/Social Media Review

Workflow