Portfolio Reporting - Fintech Integration Marketplace - Page 4 of 6

Integrations: 1

Partnership: 0

Account Aggregation, Billing, Compliance, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

Integrations: 1

Partnership: 0

Broadridge Data Aggregation and Financial Reporting

Account Aggregation, Portfolio Reporting

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to...

Integrations: 1

Partnership: 0

CAIS

Analytics, Portfolio Management, Portfolio Reporting

CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. We...

Integrations: 15

Partnership: 0

Capitect

Account Aggregation, Billing, Portfolio Management, Portfolio Reporting, Rebalancing

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...

Integrations: 2

Partnership: 0

Commonwealth Financial Network

Broker-Dealer Platforms, Investment Research, Portfolio Management, Portfolio Reporting

If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent...

Integrations: 0

Partnership: 0

Adhesion

Portfolio Management, Portfolio Reporting, Proposal Generation, Rebalancing, Time Management, Trading

Adhesion Wealth is dedicated to delivering a next-generation operating model for advisors engaged in wealth management. Adhesion Wealth helps wealth...

Integrations: 0

Partnership: 0