Rebalancing - Fintech Integration Marketplace - Page 2 of 4

Integrations: 2

Partnership: 0

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: 4

Partnership: 0

Folio Investing

Broker-Dealer Platforms, Custodian, Portfolio Management, Rebalancing, Time Management, Trading

Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create...

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: 2

Partnership: 0

JP Morgan

Commercial Banking, Core Banking, Portfolio Management, Private Banking, Rebalancing, Trading

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of...

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: 0

Partnership: 0

Advent Genesis | SS&C

Portfolio Management, Rebalancing

Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with SS&C Advent’s Moxy®...

Integrations: 1

Partnership: 0

ASI Advisor Software

Portfolio Management, Rebalancing

Advisor Software's mission is to advance the science of wealth management so financial advisors can focus on the art of...

Integrations: 1

Partnership: 0

BaySys Tech

Billing, Portfolio Reporting, Rebalancing, Technology

Baysys Technology, LLC was one of the first firms to offer outsourced data management on Advent's Axys and other Portfolio...

Integrations: 20

Partnership: 0

BlazePortfolio

Rebalancing, Risk Profiling, TAMP, Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...

Integrations: 1

Partnership: 0

Bridge Portfolio

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...