Portfolio Reporting - 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: 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

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: 0

Partnership: 0

Attunely

Analytics, Compliance, Investment Research, Portfolio Reporting, Technology

Attunely is a cloud-based, optimization platform for the ARM industry that uses machine learning to increase efficiency in the collection...

Integrations: 2

Partnership: 0

Siepe

Analytics, Authentication, Automation, Compliance, Cybersecurity, Identity Verification, Other, Portfolio Management, Portfolio Reporting, Risk Management, Security, Technology, Trading, Wealth Management

Siepe is a public cloud managed services and data analytics provider, designed specifically to address the technology needs of traditional...

Integrations: 1

Partnership: 0

First Rate

Account Aggregation, Billing, CRM, Portfolio Reporting

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its reporting solutions...

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 2

Partnership: 0

Fortigent | LPL Financial

Billing, Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing

Fortigent is a wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular...