Trading - Fintech Integration Marketplace - Page 3 of 7

Integrations: 25

Partnership: 0

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: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 2

Partnership: 0

FIS

Account Aggregation, College Planning, Payment Processing, Risk Profiling, Security, TAMP, Trading

FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial...

Integrations: 4

Partnership: 0

Folio Investing

Broker-Dealer Platforms, Custodian, Portfolio Management, Rebalancing, Time Management, Trading

Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create...

Integrations: 0

Partnership: 0

Hanlon Advisory Software

Account Aggregation, Billing, CRM, Financial Planning, Investment Research, Portfolio Reporting, Proposal Generation, Rebalancing, TAMP, Trading

Hanlon is an innovative asset management, services and financial technology company. We have dedicated our two decades of success to...

Integrations: 1

Partnership: 0

IEX

Trading

At IEX, we’re on a mission to inspire fairness and innovation by creating technology that levels the playing field. Our...

Integrations: 2

Partnership: 0

JP Morgan

Commercial Banking, Core Banking, Portfolio Management, Private Banking, Rebalancing, Trading

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of...

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: 5

Partnership: 0

Advent | SS&C

Account Aggregation, Analytics, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established...

Integrations: 0

Partnership: 0

Advent Moxy | SS&C

Compliance, Trading

Moxy integrates and streamlines all aspects of the investment management process, from portfolio construction through settlement. With easy access to...