Risk Profiling - Fintech Integration Marketplace

Integrations: 1

Partnership: 0

Analytics, Automation, Billing, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Ivalua is a global provider of spend management solutions. Ivalua’s cloud-based software is used by procurement and finance organizations in...

Integrations: 0

Partnership: 0

Newfront Insurance

Business Insurance, Insurance, Risk Profiling, TAMP, Wealth Management

Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling...

Integrations: 0

Partnership: 0

Quantile

Rebalancing, Risk Profiling, TAMP, Wealth Management

Quantile reduces risk in financial markets, delivering advanced strategies that rebalances and reduces counterparty risk between market participants, increasing the...

Integrations: 0

Partnership: 0

Envizage

Analytics, Risk Profiling, TAMP, Wealth Management

Envizage software improves people’s lives and futures. Our analytics change the way people identify, understand and manage the risks to...

Integrations: 0

Partnership: 0

Riveron

Account Aggregation, Analytics, Data&Analytics, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP, Tax Planning, Taxes Solutions / Bills / Invoices, Wealth Management

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to successfully...

Integrations: 0

Partnership: 0

T-REX

Investment Research, Risk Management, Risk Profiling, TAMP

T-REX’s mission is to make complex capital markets more liquid through enhanced transparency and efficiency. In order to facilitate growth...

Integrations: 2

Partnership: 0

PlanPlus

Analytics, Financial Planning, Portfolio Accounting, Portfolio Management, Risk Management, Risk Profiling, TAMP

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

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

B-next group

Analytics, Financial Planning, Risk Profiling, TAMP, Trading, Wealth Management

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...