Risk Profiling - Fintech Integration Marketplace - Page 5 of 5

Integrations: 13

Partnership: 0

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

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: 25

Partnership: 0

HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 4

Partnership: 0

STRATiFi

Analytics, Financial Planning, Risk Profiling, TAMP

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives...

Integrations: 9

Partnership: 0

RiXtrema

Analytics, Financial Planning, Retirement Planning, Risk Profiling, TAMP

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

Integrations: 21

Partnership: 0

Finametrica

Risk Profiling, TAMP

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Integrations: 15

Partnership: 0

Tolerisk

Retirement Planning, Risk Profiling, TAMP

Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much...

Integrations: 25

Partnership: 0

Totum Risk

Portfolio Reporting, Risk Profiling, TAMP

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...