Client Intelligence - Fintech Integration Marketplace

Integrations: 0

Partnership: 0

Account Aggregation, Analytics, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions....

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

Pynk

Analytics, Client Intelligence, Investment Research, Portfolio Management

Pynk is the game-changing, crowd wisdom investment platform that's built for everyday people, by everyday people.

Integrations: 0

Partnership: 1

NEXA Insights

Analytics, Client Intelligence

Nexa Insights works exclusively with financial advisors and firms to provide deep insights into their client relationships, allowing firms to...

Integrations: 2

Partnership: 4

Discovery Data

Account Aggregation, Analytics, Client Intelligence, Collaboration Tools, Communication Tools, CRM, Investment Research, Marketing, Technology

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...