Portfolio Management

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: 1

Partnership: 0

Windham Portfolio Advisor

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP

Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 25

Partnership: 0

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 38

Partnership: 0

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

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Experience in business domains

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