Automation - Fintech Integration Marketplace - Page 2 of 3

Integrations: 0

Partnership: 0

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...

Integrations: 0

Partnership: 0

SEQ Technology

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: 0

FTS GROUP

Analytics, Automation, Business Insurance, Financial Planning, Insurance, Portfolio Accounting, Portfolio Management, Wealth Management

FinTechStage engages financial services professionals, regulators, investors, entrepreneurs, technology partners and governments to build trusted and enabling FinTech tribes around...

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: 0

Partnership: 0

FeedStock

Automation, Compliance, Data&Analytics, Technology

FeedStock was founded in 2015. Our products, Synapse and Cortex, address both commercial and compliance use-cases for our clients in...

Integrations: 2

Partnership: 0

Siepe

Analytics, Authentication, Automation, Compliance, Cybersecurity, Identity Verification, Other, Portfolio Management, Portfolio Reporting, Risk Management, Security, Technology, Trading, Wealth Management

Siepe is a public cloud managed services and data analytics provider, designed specifically to address the technology needs of traditional...

Integrations: 0

Partnership: 0

Envel

Automation, Banking, Online Banking, Payments, Wealth Management

Envel’s principle is employing an Envelope system enabling users to organize their money into multiple FDIC insured accounts called Envelopes...

Integrations: 1

Partnership: 0

Everfin

Automation, Compliance, CRM, Security

We help financial professionals run better firms. If you ask what we do, we'll probably explain it by telling you...

Integrations: 2

Partnership: 0

Gravity Investments

Analytics, Automation, Investment Research, Proposal Generation, Risk Profiling, TAMP

Gravity Investments is an Institutional RoboAdvisory company that works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative...

Integrations: 6

Partnership: 3

Emotomy

Automation, Investment Research, Portfolio Management, Rebalancing, Trading

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale....