Financial Planning - Fintech Integration Marketplace - Page 2 of 10

Integrations: 0

Partnership: 0

Ubiquity Retirement + Savings ® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record...

Integrations: 2

Partnership: 0

PlanPlus

Analytics, Financial Planning, Portfolio Accounting, Portfolio Management, Risk Management, Risk Profiling, TAMP

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

Integrations: 0

Partnership: 0

B-next group

Analytics, Financial Planning, Risk Profiling, TAMP, Trading, Wealth Management

Integrations: 0

Partnership: 0

Gabler

Account Aggregation, Financial Planning, Retirement Planning, Wealth Management

Our services include strategies that offer financial predictability and stability both on the pensions consulting and investment side and we...

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...

Integrations: 0

Partnership: 0

Turbonomic

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Turbonomic AI-powered Application Resource Management (ARM) simultaneously optimizes application performance, compliance and cost in real-time. The software platform automatically identifies...

Integrations: 0

Partnership: 0

SoftPak Financial Systems

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment...

Integrations: 0

Partnership: 0

SEQ Technology

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

At SEQ Technology, we keep our clients in mind and are always available to fulfill their needs (Service). Our background...

Integrations: 0

Partnership: 0

FTS GROUP

Analytics, Automation, Business Insurance, Financial Planning, Insurance, Portfolio Accounting, Portfolio Management, Wealth Management

FinTechStage engages financial services professionals, regulators, investors, entrepreneurs, technology partners and governments to build trusted and enabling FinTech tribes around...

Integrations: 0

Partnership: 0

WeSave

Financial Planning

WeSave aims to transform the savings experience for individuals in the long term. The team, an unprecedented alliance of engineers...