Account Aggregation - Fintech Integration Marketplace

Integrations: 0

Partnership: 0

Account Aggregation, Analytics, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions....

Integrations: 0

Partnership: 0

Borrowell

Account Aggregation, Analytics, Banking, Insurance, Lending, Loan, Mortgage, Personal Finance, Wealth Management

Borrowell is the first to offer free credit scores, provides education, monitoring, innovative digital tools and personalized product recommendations to...

Integrations: 1

Partnership: 0

SalesPad

Account Aggregation, Automation, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Portfolio Reporting, Wealth Management

SalesPad Cloud offering advanced inventory management, order entry, sales, and purchasing, brings enterprise-level functionality and visibility to QuickBooks Online for...

Integrations: 0

Partnership: 0

Vista Consulting

Account Aggregation, Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Wealth Management

Vista Consulting Group (VCG) is the dedicated consulting partner of Vista Equity Partners, a leading global technology investor. Our team...

Integrations: 0

Partnership: 0

Riveron

Account Aggregation, Analytics, Data&Analytics, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP, Tax Planning, Taxes Solutions / Bills / Invoices, Wealth Management

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to successfully...

Integrations: 0

Partnership: 0

FundCount

Account Aggregation, Document Management, Document Management, Portfolio Accounting

FundCount provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around...

Integrations: 0

Partnership: 0

Gabler

Account Aggregation, Financial Planning, Retirement Planning, Wealth Management

Our services include strategies that offer financial predictability and stability both on the pensions consulting and investment side and we...

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...

Integrations: 0

Partnership: 0

Turbonomic

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Turbonomic AI-powered Application Resource Management (ARM) simultaneously optimizes application performance, compliance and cost in real-time. The software platform automatically identifies...

Integrations: 0

Partnership: 0

SoftPak Financial Systems

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment...