Custodial Platforms - Fintech Integration Marketplace

Integrations: 0

Partnership: 0

Arroweye is a leading, single-source provider of innovative card marketing and production solutions for the payment card industry. The company’s...

Integrations: 0

Partnership: 0

Deserve

Custodial Platforms, POS

Deserve's turnkey branded and co‐branded credit card programs are digital-first, mobile-centric and highly configurable.

Integrations: 1

Partnership: 0

Apex Clearing

Account Aggregation, Custodial Platforms, Custodian, Investment Research, Portfolio Management, Risk Profiling, TAMP, Trading

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

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

Earnwise | TradePMR

Custodial Platforms

EarnWise harnesses the best of traditional and robo-advisor business strategies in a single, easy-to-implement, online solution. Designed to integrate with...

Integrations: 3

Partnership: 0

Folio Institutional

Broker-Dealer Platforms, Custodial Platforms, Custodian, Portfolio Management, Tax Planning, Trading

Folio Institutional is a leading brokerage, custody and financial technology company all in one. Investment advisors, financial institutions and retirement...

Integrations: 1

Partnership: 0

Millennium Trust

Custodial Platforms

Established in 2000, Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement...

Integrations: 7

Partnership: 0

NetX360 | Pershing

Account Aggregation, Analytics, Custodial Platforms, Cybersecurity, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Trading

NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...

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...