Broker-Dealer Platforms - Fintech Integration Marketplace - Page 2 of 4

Integrations: 2

Partnership: 0

Broker-Dealer Platforms, Commercial Banking, Core Banking, Financial Planning, Investment Research, Portfolio Management, Private Banking

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the...

Integrations: 2

Partnership: 0

Commonwealth Financial Network

Broker-Dealer Platforms, Investment Research, Portfolio Management, Portfolio Reporting

If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent...

Integrations: 0

Partnership: 0

AdviceNext | Lincoln Financial Network

Broker-Dealer Platforms

Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and...

Integrations: 1

Partnership: 0

Advisor360 | Commonwealth Financial

Analytics, Broker-Dealer Platforms, CRM, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing

The Advisor360° suite comprises Client360°, which integrates portfolio, trade, contact, document, and wealth management in what the vendor calls a...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

Integrations: 0

Partnership: 0

AXA Advisors

Broker-Dealer Platforms

At the New York, New York Branch office of AXA Advisors, LLC, we are committed to building long-term relationships with...

Integrations: 6

Partnership: 0

BlackRock

Broker-Dealer Platforms, Financial Planning, Retirement Planning, Trading

BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals. BlackRock...

Integrations: 0

Partnership: 0

Cetera Advisor Networks

Broker-Dealer Platforms, Financial Planning, Investment Research, Portfolio Management

Broker-dealer Cetera Advisor Networks offers assorted financial services through independent financial advisors who own and operate branch offices. The firm’s...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 0

Partnership: 0

ClientWorks | LPL Financial

Broker-Dealer Platforms

ClientWorks is a comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently....