Portfolio Management - Fintech Integration Marketplace - Page 11 of 12

Integrations: 62

Partnership: 0

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...

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: 0

Partnership: 0

SMArtX Advisory Solutions

Investment Research, Portfolio Management, Portfolio Reporting, TAMP

SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA...

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: 0

Partnership: 0

Vise AI

Investment Research, Portfolio Management, Tax Planning

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle...

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: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...