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Vendors

Alpha has extensive experience with many of the leading software applications and technology solutions for the financial services industry

  • Stylized white letter A logo on a dark teal background.

    Addepar

    Alpha partners with Addepar to implement and deliver portfolio management, analytics, and reporting solutions for institutional allocators, family offices, and wealth managers

  • Adobe logo: a white stylized 'A' on a red square background.

    Adobe

    Adobe Experience Manager, Marketo and Workfront tools to support marketing and workflows.

  • Aprimo logo with gradient text and four circles.

    Aprimo

    Content lifecycle and asset management for global distribution teams

  • Stylized white letter B logo on a black background, with numbers 1 and 2 integrated into the upper part of the B.

    BackBase

    One operating system where customers, employees, and AI agents work as one. 120+ banks run on Backbase.

  • A solid black image.

    BlackRock Aladdin

    Aladdin is a portfolio management software that provides investment professionals a way to view and manage daily investments.

  • CRD logo with white letters inside a green square outline on a dark blue background.

    Charles River

    Investment and wealth managers, asset owners and insurers rely on Charles River IMS for their cloud-based front office technology

  • Microsoft Dynamics 365 logo, with a blue geometric symbol and the text 'Microsoft Dynamics 365'.

    Microsoft Dynamics

    CRM configuration, integration, and analytics tailored for institutional and intermediary sales

  • Two light green right-angled triangles on a dark green background, depicting an upward trend.

    Moneyinfo

    Moneyinfo helps wealth management firms streamline operations, enhance client engagement, and stay compliant.

  • Stylized lime green letter O with a dark green shadow on a light blue background.

    Optimizely

    Optimizely is the AI platform for marketing, bringing together content management, content marketing, experimentation, commerce, personalization, and analytics into a single platform

  • Salesforce cloud logo in blue with white text.

    Salesforce

    We leverage Salesforce Marketing Cloud, Financial Services Cloud and Data 360 to drive CRM, pipeline management, and client engagement strategies—enabling tailored solutions across investor relations, sales, and service teams.

  • SEL logo with stacked black rectangles, a white dot on the top rectangle, and the word "sel" in white on the bottom rectangle.

    SEIC

    Sei is designed for the world’s most demanding markets, trusted by the global firms, funds, and infrastructure providers that drive modern finance.

  • Stylized white letter S logo on an orange background.

    Seismic

    At Alpha we help clients across the full range of the Content and Sales Enablement journey and have deep Seismic implementation experience