Portfolio Reporting - Fintech Integration Marketplace - Page 2 of 6

Integrations: 25

Partnership: 0

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 1

Partnership: 0

Portfolio Performance Reporting | Schwab

Portfolio Reporting

At Schwab, we've developed a tool that can help you answer this question by letting you select the appropriate benchmark...

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 2

Partnership: 0

PortfolioCenter (Envestnet | Tamarac)

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different...

Integrations: 0

Partnership: 0

Hanlon Advisory Software

Account Aggregation, Billing, CRM, Financial Planning, Investment Research, Portfolio Reporting, Proposal Generation, Rebalancing, TAMP, Trading

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

Integrations: 1

Partnership: 0

iCapital

Compliance, Investment Research, Portfolio Reporting, Security

iCapital Network’s mission is to power the world’s alternative investment marketplace. Its financial technology platform has transformed the way alternative...

Integrations: 1

Partnership: 0

Accusource

Portfolio Reporting

When you co-source with Accusource you will not only save time but also get the peace of mind that comes...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 5

Partnership: 0

Advent | SS&C

Account Aggregation, Analytics, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established...

Integrations: 1

Partnership: 0

Advisor Logistics

Portfolio Management, Portfolio Reporting, Trading

Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers and financial software experts offering...