CRM - Fintech Integration Marketplace - Page 2 of 4

Integrations: 1

Partnership: 0

Founded in 2007 by Bob Walton, BIGContacts CRM is now used by thousands of clients across the globe. Initially founded...

Integrations: 0

Partnership: 0

Broker’s Ally

CRM

Broker's Ally CRM is a powerful marketing tool that helps financial consultants open new accounts, gather assets, do trades and...

Integrations: 3

Partnership: 0

Ebix

Annuities, CRM, Life Insurance, Risk Profiling, TAMP

Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance...

Integrations: 0

Partnership: 0

Responsive.ai

Analytics, CRM, Portfolio Management, Risk Profiling, TAMP

Responsive is a hybrid wealth advisor solution for banks and private managers.

Integrations: 12

Partnership: 0

AdvisorEngine

Billing, CRM, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first...

Integrations: 1

Partnership: 0

Act4Advisors

CRM

Act4Advisors utilizes the most popular contact management system, ACT!. ACT! has excellent features and is one of the easiest to...

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: 22

Partnership: 0

Advisors Assistant

CRM

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

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...