Financial Planning - Fintech Integration Marketplace - Page 9 of 10

Integrations: 1

Partnership: 0

College Planning, Financial Planning, Retirement Planning

Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants...

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: 2

Partnership: 0

SmartAsset

Analytics, Financial Planning, Retirement Planning, Tax Planning

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one...

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: 3

Partnership: 0

TIAA

Financial Planning, Life Insurance, Portfolio Management, Private Banking, Retirement Planning

TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of...

Integrations: 1

Partnership: 0

Tilney (Towry)

Financial Planning, Portfolio Management

Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years....

Integrations: 1

Partnership: 0

Voyant

College Planning, Financial Planning, Retirement Planning, Tax Planning

Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile...

Integrations: 0

Partnership: 0

WealthcareGDX

Financial Planning, Portfolio Management, Rebalancing, Tax Planning, Trading

Wealthcare reimagined the entire advisory experience from the investor’s point of view. The result is GDX360™ —the first goals-driven experience...

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...