TAMP - Fintech Integration Marketplace - Page 5 of 6

Integrations: 62

Partnership: 0

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 1

Partnership: 0

RiskPro

Analytics, Investment Research, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP

RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting Portfolios for their...

Integrations: 0

Partnership: 0

SMArtX Advisory Solutions

Investment Research, Portfolio Management, Portfolio Reporting, TAMP

SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA...

Integrations: 1

Partnership: 0

Windham Portfolio Advisor

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

Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

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...