College Planning - Fintech Integration Marketplace - Page 2 of 3

Integrations: 2

Partnership: 0

Account Aggregation, College Planning, Payment Processing, Risk Profiling, Security, TAMP, Trading

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial...

Integrations: 1

Partnership: 0

AdvisorTouch

College Planning, Financial Planning

The AdvisorTouch platform integrates ready-to-use scalable workflows, best practices, and recommended technology solutions to help your firm achieve growth and...

Integrations: 1

Partnership: 0

American Funds | Capital Group

College Planning, Retirement Planning

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using...

Integrations: 1

Partnership: 0

Ascensus

College Planning, Financial Planning, Retirement Planning

At Ascensus, we always have a plan. True to the spirit of this tagline, our success is defined by how...

Integrations: 1

Partnership: 0

BMO (Bank of Montreal)

College Planning, Disability Insurance, Financial Planning, Lending, Life Insurance, Mortgage, Private Banking, Retirement Planning, Tax Planning

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere...

Integrations: 1

Partnership: 0

Collegiate Funding Solutions (CFS)

College Planning

Collegiate Funding Solutions' college-planning software enables financial advisors to quickly and efficiently identify and assess strategies for helping their clients...

Integrations: 1

Partnership: 0

Edward Jones

Annuities, College Planning, Portfolio Management, Retirement Planning

Edward Jones Ltd is UK subsidiary of the company that dedicates to serving the needs of individual investors. The company...

Integrations: 3

Partnership: 0

Franklin Templeton

College Planning, Financial Planning, Retirement Planning

Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 1

Partnership: 0

Prestwood Software

College Planning, Financial Planning, Retirement Planning

Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants...