Custodian

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Wealth Management

Payments

Insurance

Security

Transaction Validation

Risk Management

Identity Verification

Banking

Private Banking

Commercial Banking

Other

Time Management

Event Management

Document Management

Content Management

Communication Tools

Collaboration Tools

Integrations: 4

Partnership: 0

Folio Investing

Broker-Dealer Platforms, Custodian, Portfolio Management, Rebalancing, Time Management, Trading

Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create...

Integrations: 1

Partnership: 0

Custodian, Portfolio Reporting, Retirement Planning

Axos Clearing is a full-service clearing firm and custodian serving introducing broker-dealer and registered investment advisors. For more than 18...

Integrations: 1

Partnership: 0

Community National Bank Retirement Plans

CNB Custody has a solid reputation for exceptional service, accuracy, and competitive fees as an alternative investment IRA custodian. Our...

Integrations: 3

Partnership: 0

Bank of America Merril Lynch

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in...

Integrations: 1

Partnership: 0

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: 31

Partnership: 0

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: 24

Partnership: 0

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

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: 7

Partnership: 0

Interactive Brokers

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 10

Partnership: 0

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...

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Experience in business domains

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Mortgages
Compliance
Trading
Insurance
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Marketing & Healthcare
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InsurTech
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Strategic technology partner for the top Fintech companies

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