Analytics - Fintech Integration Marketplace - Page 10 of 10

Integrations: 0

Partnership: 0

Zacks Investment Research is used by thousands of analysts at well over 200 brokerages to give clients reliable investment information....

Integrations: 0

Partnership: 0

Zephyr Portfolio Analytics | Informa Financial Intelligence

Analytics, Investment Research

The latest web-based Zephyr is loaded with important features to drive business growth. Manager research – screen thousands of investment...

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 26

Partnership: 0

eMoney Advisor | Fidelity Investments

Account Aggregation, Analytics, Financial Planning, Retirement Planning, Tax Planning

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

Integrations: 25

Partnership: 0

HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 4

Partnership: 0

STRATiFi

Analytics, Financial Planning, Risk Profiling, TAMP

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives...

Integrations: 9

Partnership: 0

RiXtrema

Analytics, Financial Planning, Retirement Planning, Risk Profiling, TAMP

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...