Other - Fintech Integration Marketplace

Integrations: 2

Partnership: 0

ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax...

Integrations: 1

Partnership: 0

Avada Software

Content Management, Content Management, Other, Technology

Avada Software’s Flagship product, Infrared360® is an integrated Web Management Portal providing total administration, monitoring, testing, auditing and statistical reporting...

Integrations: 0

Partnership: 0

Gosigner

Authentication, Document Management, Document Management, Technology

GoSigner is affordable and intuitive document signing platform. Built to be easy, quick, and cost-effective, GoSigner allows you to send...

Integrations: 0

Partnership: 0

Wealth Technologies

Account Aggregation, Analytics, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions....

Integrations: 1

Partnership: 0

Ivalua

Analytics, Automation, Billing, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Ivalua is a global provider of spend management solutions. Ivalua’s cloud-based software is used by procurement and finance organizations in...

Integrations: 0

Partnership: 0

Promevo

Technology

Promevo is your one-stop shop for all things Google. Promevo was founded in 2001, became an exclusive Google reseller in...

Integrations: 1

Partnership: 0

SalesPad

Account Aggregation, Automation, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Portfolio Reporting, Wealth Management

SalesPad Cloud offering advanced inventory management, order entry, sales, and purchasing, brings enterprise-level functionality and visibility to QuickBooks Online for...

Integrations: 0

Partnership: 0

Vista Consulting

Account Aggregation, Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Wealth Management

Vista Consulting Group (VCG) is the dedicated consulting partner of Vista Equity Partners, a leading global technology investor. Our team...

Integrations: 0

Partnership: 0

Hilco Global

Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

Hilco Global is the leading international financial services company having completed billions of dollars of transactions around the world. Through...

Integrations: 0

Partnership: 0

Riveron

Account Aggregation, Analytics, Data&Analytics, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP, Tax Planning, Taxes Solutions / Bills / Invoices, Wealth Management

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to successfully...