Custodian - Fintech Integration Marketplace - Page 2 of 2

Integrations: 5

Partnership: 0

National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group. NFS provides a wide range of...

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: 5

Partnership: 0

Raymond James

Broker-Dealer Platforms, College Planning, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...

Integrations: 5

Partnership: 0

RBC

Compliance, Custodian, Portfolio Reporting, Rebalancing, Retirement Planning, Trading

RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around...

Integrations: 6

Partnership: 0

Shareholders Service Group

Custodian

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 7

Partnership: 0

TradePMR

Custodian

For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs) helping to provide the innovative...