Retirement Planning

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Wealth Management

Payments

Insurance

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Transaction Validation

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Time Management

Event Management

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Content Management

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Collaboration Tools

Integrations: 1

Partnership: 4

Financial Planning, Retirement Planning, Wealth Management

Beagle helps people find their old 401(k)s, find the 401(k) fees they are paying and rollover their 401(k)s in a hassle-free...

Integrations: 0

Partnership: 0

Retirement Planning, Wealth Management

Wealth2k helps broker-dealers, banks and registered investment advisors capture retirement assets in the $20 trillion Boomer retirement market.

Integrations: 0

Partnership: 0

Payment Platforms, Payment Processing, Retirement Planning, Taxes Solutions / Bills / Invoices

Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped...

Integrations: 0

Partnership: 0

Banking, Financial Planning, Investment Research, Lending, Mortgage, Online Banking, Retirement Planning

Bank OZK is a provider of personal and commercial banking products and services including loans, mortgages and wealth management.

Integrations: 0

Partnership: 0

Document Management, Document Management, Financial Planning, Retirement Planning

Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized...

Integrations: 0

Partnership: 0

Ubiquity Retirement + Savings

Financial Planning, Retirement Planning

Ubiquity Retirement + Savings ® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record...

Integrations: 0

Partnership: 0

Wilshire Associates

Analytics, Retirement Planning, Risk Profiling, TAMP

Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services,...

Integrations: 0

Partnership: 0

Account Aggregation, Financial Planning, Retirement Planning, Wealth Management

Our services include strategies that offer financial predictability and stability both on the pensions consulting and investment side and we...

Integrations: 4

Partnership: 16

Compliance, HR Services, Rebalancing, Retirement Planning, Technology

401GO is a leading fintech innovator specializing in retirement planning solutions optimized for small and medium sized businesses. With a...

Integrations: 0

Partnership: 0

California Coast

Lending, Mortgage, Retirement Planning

California Coast has a long history based in member service that continues today. As the oldest credit union in San...

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