The BizEquity solution allows professional business advisors to quickly develop accurate and comprehensive business valuation assessments for business owners. Financial...

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

Bloomberg

Analytics, Trading

Bloomberg is the world's primary distributor of financial data and a top news provider of the 21st century. A global...

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

BondWave

Analytics, Investment Research, Portfolio Reporting, Proposal Generation, Trading

BondWave is a trusted partner to some of the biggest names in the financial industry. And we’re affiliated with First...

Integrations: 1

Partnership: 0

BOSS

Analytics, Portfolio Management, Portfolio Reporting, Security

BOSS has a 20 year history of providing back office solutions for independent advisors. Founded by a former financial advisor,...

Integrations: 1

Partnership: 0

Bridge Portfolio

Account Aggregation, Billing, Compliance, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

Integrations: 1

Partnership: 0

Brinker Capital

Portfolio Management

Brinker Capital is a privately-held investment management firm empowering financial advisors to help their clients achieve better outcomes. From wealth...

Integrations: 2

Partnership: 0

BNY Mellon

Broker-Dealer Platforms, Commercial Banking, Core Banking, Financial Planning, Investment Research, Portfolio Management, Private Banking

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the...

Integrations: 1

Partnership: 0

Broadridge Data Aggregation and Financial Reporting

Account Aggregation, Portfolio Reporting

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to...