Automation - Fintech Integration Marketplace

Integrations: 1

Partnership: 0

Analytics, Automation, Billing, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Ivalua is a global provider of spend management solutions. Ivalua’s cloud-based software is used by procurement and finance organizations in...

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

Hilco Global

Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

Hilco Global is the leading international financial services company having completed billions of dollars of transactions around the world. Through...

Integrations: 0

Partnership: 0

RobustWealth

Automation, Investment Research, Rebalancing

Originally invested in by investment advisors, RobustWealth is a digital wealth management platform built for their needs. RW integrates previously...

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: 1

Partnership: 0

Expensify

Automation, Portfolio Accounting, Portfolio Management, Portfolio Reporting

Expensify is the world’s most widely-used receipt tracking and expense management app. Whether you’re working for yourself, managing a team,...

Integrations: 0

Partnership: 0

Xtiva Financial Systems

Automation, CRM, Document Management, Document Management, Financial Planning

Xtiva helps leading financial service companies achieve more. Xtiva provides the leading and most respected sales performance management (SPM) and...

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...