Portfolio Accounting - Fintech Integration Marketplace

Integrations: 0

Partnership: 0

Analytics, Investment Research, Payment Gateways, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Rebalancing, Wealth Management

Macroaxis is an online personalized investment management service providing software solutions for the financial services sector. Macroaxis Corporation's wealth management...

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

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...

Integrations: 1

Partnership: 0

Expensify

Automation, Portfolio Accounting, Portfolio Management, Portfolio Reporting

Expensify is the world’s most widely-used receipt tracking and expense management app. Whether you’re working for yourself, managing a team,...

Integrations: 2

Partnership: 0

PlanPlus

Analytics, Financial Planning, Portfolio Accounting, Portfolio Management, Risk Management, Risk Profiling, TAMP

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

Integrations: 0

Partnership: 0

FundCount

Account Aggregation, Document Management, Document Management, Portfolio Accounting

FundCount provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around...

Integrations: 0

Partnership: 0

Turbonomic

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Turbonomic AI-powered Application Resource Management (ARM) simultaneously optimizes application performance, compliance and cost in real-time. The software platform automatically identifies...

Integrations: 0

Partnership: 0

SoftPak Financial Systems

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment...

Integrations: 0

Partnership: 0

SEQ Technology

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

At SEQ Technology, we keep our clients in mind and are always available to fulfill their needs (Service). Our background...

Integrations: 0

Partnership: 0

FTS GROUP

Analytics, Automation, Business Insurance, Financial Planning, Insurance, Portfolio Accounting, Portfolio Management, Wealth Management

FinTechStage engages financial services professionals, regulators, investors, entrepreneurs, technology partners and governments to build trusted and enabling FinTech tribes around...