Tax Planning - Fintech Integration Marketplace

Integrations: 0

Partnership: 0

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

First Carolina Bank

Commercial Banking, Core Banking, Financial Planning, Lending, Mortgage, Online Banking, Portfolio Management, Private Banking, Tax Planning

First Carolina Bank is dedicated to making a positive impact in all of communities. They do this by giving back...

Integrations: 4

Partnership: 4

LifeYield, LLC – Enterprise

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 2

Partnership: 0

PortfolioCenter (Envestnet | Tamarac)

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different...

Integrations: 1

Partnership: 0

55ip

Analytics, Proposal Generation, Tax Planning, Trading

55ip is an investment strategy engine that provides partner firms (financial advisors and wealth managers) the capabilities to build intelligent,...

Integrations: 1

Partnership: 0

BMO (Bank of Montreal)

College Planning, Disability Insurance, Financial Planning, Lending, Life Insurance, Mortgage, Private Banking, Retirement Planning, Tax Planning

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere...

Integrations: 1

Partnership: 0

Eaton Vance

Portfolio Management, Tax Planning

Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From...

Integrations: 3

Partnership: 0

Betterment

Financial Planning, Portfolio Management, Retirement Planning, Tax Planning

Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k)...

Integrations: 0

Partnership: 0

Carson Wealth

Financial Planning, Portfolio Management, Retirement Planning, Tax Planning

Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which...