Retirement Planning - Fintech Integration Marketplace - Page 7 of 8

Integrations: 3

Partnership: 0

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 1

Partnership: 0

Prestwood Software

College Planning, Financial Planning, Retirement Planning

Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants...

Integrations: 5

Partnership: 0

Raymond James

Broker-Dealer Platforms, College Planning, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing...

Integrations: 5

Partnership: 0

RBC

Compliance, Custodian, Portfolio Reporting, Rebalancing, Retirement Planning, Trading

RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around...

Integrations: 1

Partnership: 0