The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 1

Partnership: 0

Broadridge

Account Aggregation, Portfolio Management, Portfolio Reporting, Retirement Planning

Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building...

Integrations: 1

Partnership: 0

BT Wealth Management

Financial Planning, Portfolio Management

BT Wealth is managed by a team of experienced professionals to deliver portfolio design and monitoring. In addition, our affiliation...

Integrations: 2

Partnership: 0

Cambridge Investment Research

Analytics, Investment Research, Portfolio Management

Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private...

Integrations: 0

Partnership: 0

Cetera Advisor Networks

Broker-Dealer Platforms, Financial Planning, Investment Research, Portfolio Management

Broker-dealer Cetera Advisor Networks offers assorted financial services through independent financial advisors who own and operate branch offices. The firm’s...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 11

Partnership: 0

E*TRADE

Broker-Dealer Platforms, Portfolio Management, Retirement Planning, Trading

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

Integrations: 1

Partnership: 0

EBI Portfolios

Analytics, Investment Research, Portfolio Management

EBI Portfolios is dedicated to bringing science, efficiency and innovation to investing. It provides evidence-based investment management and supporting resources...

Integrations: 1

Partnership: 0

Enhance Investor

CRM, Financial Planning, Portfolio Management, Risk Profiling, TAMP

Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...