Analytics - Fintech Integration Marketplace - Page 2 of 10

Integrations: 0

Partnership: 0

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: 2

Partnership: 0

WealthEngine

Analytics

WealthEngine, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial...

Integrations: 3

Partnership: 0

Total Expert

Analytics, Automation, Document Management, Document Management, Trading

Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The...

Integrations: 2

Partnership: 0

PlanPlus

Analytics, Financial Planning, Portfolio Accounting, Portfolio Management, Risk Management, Risk Profiling, TAMP

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

Integrations: 0

Partnership: 0

Wilshire Associates

Analytics, Retirement Planning, Risk Profiling, TAMP

Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services,...

Integrations: 0

Partnership: 0

B-next group

Analytics, Financial Planning, Risk Profiling, TAMP, Trading, Wealth Management

Integrations: 0

Partnership: 0

Reporting Standard

Analytics, Payments, Taxes Solutions / Bills / Invoices, Wealth Management

Reporting Standard XBRL is a software company mainly engaged in three activities: - specialized IT consulting; - XBRL software creation....

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...