BasisCode Compliance offers the industry's broadest set of integrated compliance software to improve compliance management for asset managers, broker dealers,...

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: 3

Partnership: 0

Ebix

Annuities, CRM, Life Insurance, Risk Profiling, TAMP

Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance...

Integrations: 3

Partnership: 0

Fiserv

Account Aggregation, Analytics, Core Banking, Cybersecurity, Data&Analytics, Lending, Online Banking, Risk Profiling, TAMP, Taxes Solutions / Bills / Invoices

Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Integrations: 1

Partnership: 0

SEM Wealth Management

Financial Planning, Portfolio Management, Risk Profiling, TAMP

SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia. We work with advisors across...

Integrations: 1

Partnership: 0

CreativeOne

Annuities, Life Insurance, Retirement Planning, Risk Profiling, TAMP

Surpassing the traditional definition of an independent marketing organization, CreativeOne is an industry-leading diversified financial services organization focused on retirement...

Integrations: 0

Partnership: 0

Wealth Consulting Partners

Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP

Wealth Consulting Partners, LLC offers a range of consulting services encompassing everything from target operating model design to implementation. The...