Account Aggregation - Fintech Integration Marketplace - Page 2 of 6

Integrations: 0

Partnership: 0

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

At SEQ Technology, we keep our clients in mind and are always available to fulfill their needs (Service). Our background...

Integrations: 0

Partnership: 5

Signicat

Signicat is a QTSP and enables trusted digital business for highly regulated and non-regulated industries. Through a single point of...

Integrations: 1

Partnership: 0

First Rate

Account Aggregation, Billing, CRM, Portfolio Reporting

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its reporting solutions...

Integrations: 2

Partnership: 0

FIS

Account Aggregation, College Planning, Payment Processing, Risk Profiling, Security, TAMP, Trading

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial...

Integrations: 0

Partnership: 0

Hanlon Advisory Software

Account Aggregation, Billing, CRM, Financial Planning, Investment Research, Portfolio Reporting, Proposal Generation, Rebalancing, TAMP, Trading

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 5

Partnership: 0

Advent | SS&C

Account Aggregation, Analytics, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established...

Integrations: 2

Partnership: 0

AI Labs

Account Aggregation, Financial Planning, Portfolio Reporting

AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients. Our solution is...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 1

Partnership: 0

AllData Advisor | Fiserv

Account Aggregation

AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities. The resulting financial insights...