Financial Planning - Fintech Integration Marketplace - Page 8 of 10

Integrations: 3

Partnership: 0

Franklin Templeton

College Planning, Financial Planning, Retirement Planning

Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

Integrations: 0

Partnership: 0

Harvest Savings

Financial Planning

Harvest was conceived with a goal of helping banks prepare for, and implement, digital technology solutions. White labeled and enterprise...

Integrations: 1

Partnership: 0

IBM

Financial Planning, Risk Profiling, TAMP

The IBM Cloud for Financial Services is an ecosystem and open platform that brings together FinTech and financial services institutions...

Integrations: 13

Partnership: 4

LifeYield, LLC

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 3

Partnership: 0

MoneyGuidePro | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 1

Partnership: 0

Nationwide

Financial Planning

Nationwide is the world's largest building society as well as one of the largest savings providers and a top-three provider...

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: 1

Partnership: 0

OMNIMax

Financial Planning

OMNIMax have developed an extensive platform allowing advisory businesses to deliver scalable quality advice to clients via customisable off-the-shelf or...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

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...