Investment Research

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: 2

Partnership: 0

Commonwealth Financial Network

Broker-Dealer Platforms, Investment Research, Portfolio Management, Portfolio Reporting

If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent...

Integrations: 6

Partnership: 3

Automation, Investment Research, Portfolio Management, Rebalancing, Trading

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale....

Integrations: 1

Partnership: 0

Analytics, Investment Research, Trading

We help millions of people improve their trading and investing results each month by providing superior market information, data and...

Integrations: 1

Partnership: 0

Analytics, Investment Research

CFRA consistently identifies actionable opportunities from which clients can gain an investment edge and avoid risk. Through a differentiated proprietary...

Integrations: 2

Partnership: 0

Clearwater Analytics

Account Aggregation, Investment Research

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily. Our clients include...

Integrations: 0

Partnership: 0

Buckingham Wealth Partners

Analytics, Financial Planning, Investment Research, Portfolio Management, Retirement Planning

For investors, Buckingham Wealth Partners offers a Registered Investment Advisor firm with a nationwide presence that delivers wealth solutions through...

Integrations: 0

Partnership: 0

Wealth Consulting Partners

Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP

Wealth Consulting Partners, LLC offers a range of consulting services encompassing everything from target operating model design to implementation. The...

Integrations: 0

Partnership: 0

Parameter Insights

Analytics, Financial Planning, Investment Research, Portfolio Management, Retirement Planning

Parameter Insights strives to be the most important market data and insights resource for executives navigating digital technology choices for...

Integrations: 1

Partnership: 0

Financial Planning, Investment Research, Risk Profiling, TAMP

Advicefront provides Financial Advisers and their clients with an advice platform, which combines algorithmic investing with the human side of...

Integrations: 1

Partnership: 0

Account Aggregation, Custodial Platforms, Custodian, Investment Research, Portfolio Management, Risk Profiling, TAMP, Trading

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in...

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