Analytics

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Integrations: 15
Partnership: 0
Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and...
Integrations: 24
Partnership: 0
Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...
Integrations: 2
Partnership: 0
FinMason is one of the world’s largest and most scalable investment analytics as a service platforms. It calculates more than...
Integrations: 1
Partnership: 0
Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice...
Integrations: 0
Partnership: 0
Koyfin is building sophisticated and user-friendly investment research tools available at a fraction of the cost of existing premium tools....
Integrations: 2
Partnership: 0
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti...
Integrations: 5
Partnership: 0
Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document...
Integrations: 2
Partnership: 0
MacroRisk Analytics offers a suite of statistically and scientifically tested tools for risk-tolerance profiling, portfolio optimization, and measuring the economy’s...
Integrations: 1
Partnership: 0
Moody’s Analytics provides financial intelligence and analytical tools supporting our clients’ growth, efficiency and risk management objectives. The combination of...
Integrations: 3
Partnership: 0
Built for productivity, Morningstar Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing...
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