Financial Planning

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: 0

Partnership: 0

Hanlon Advisory Software

Account Aggregation, Billing, CRM, Financial Planning, Investment Research, Portfolio Reporting, Proposal Generation, Rebalancing, TAMP, Trading

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

Integrations: 2

Partnership: 0

Financial Planning, Life Insurance, Portfolio Management, Retirement Planning

John Hancock is a company built on trust and integrity. Throughout our rich history which spans more than 150 years,...

Integrations: 0

Partnership: 0

Compliance, CRM, Financial Planning, Risk Profiling, Security, TAMP

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established 10 years...

Integrations: 1

Partnership: 0

Advisor Controls

Financial Planning

Advisor Controls houses a suite of technologies and resources built to improve the planning outcomes for clients while improving the...

Integrations: 0

Partnership: 0

Advisor Now | Envestnet

Financial Planning

Envestnet’s digital advice program is a highly configurable digital investment solution that brings together the simplicity of a robo-offering with...

Integrations: 1

Partnership: 0

College Planning, Financial Planning

The AdvisorTouch platform integrates ready-to-use scalable workflows, best practices, and recommended technology solutions to help your firm achieve growth and...

Integrations: 1

Partnership: 0

Financial Planning

Advisys creates smarter, simpler, faster financial planning and insurance sales solutions for professionals. Reports summarize on a single page the...

Integrations: 2

Partnership: 0

Account Aggregation, Financial Planning, Portfolio Reporting

AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients. Our solution is...

Integrations: 1

Partnership: 0

College Planning, Financial Planning, Retirement Planning

At Ascensus, we always have a plan. True to the spirit of this tagline, our success is defined by how...

Integrations: 1

Partnership: 0

Financial Planning

Astute Wheel is an Australian-owned business providing financial planning client engagement tools and calculators to both the local market and...

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