Wealth Management - Fintech Integration Marketplace - Page 3 of 45

Integrations: 1

Partnership: 0

Account Aggregation, Automation, Content Management, Content Management, Document Management, Document Management, Portfolio Management, Portfolio Reporting, Wealth Management

SalesPad Cloud offering advanced inventory management, order entry, sales, and purchasing, brings enterprise-level functionality and visibility to QuickBooks Online for...

Integrations: 0

Partnership: 0

Simplex Investments

Trading, Wealth Management

Simplex Investments is a proprietary trading firm that leverages capital, trading intelligence, and exceptional technological resources in a dynamic, results-driven...

Integrations: 0

Partnership: 0

Vista Consulting

Account Aggregation, Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Wealth Management

Vista Consulting Group (VCG) is the dedicated consulting partner of Vista Equity Partners, a leading global technology investor. Our team...

Integrations: 0

Partnership: 0

Hilco Global

Analytics, Automation, Billing, Client Intelligence, Document Management, Document Management, Financial Planning, Investment Research, Wealth Management

Hilco Global is the leading international financial services company having completed billions of dollars of transactions around the world. Through...

Integrations: 0

Partnership: 0

Riveron

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: 1

Partnership: 0

Finanzen100

Broker-Dealer Platforms

Finanz100 - Germany's finance portal. We offer a new generation of private investors the most relevant news, the best services,...

Integrations: 3

Partnership: 3

wikifolio Financial Technologies AG

Wealth Management, Broker-Dealer Platforms, Investment Research, Other, Technology, Trading

wikifolio.com connects the world of securities with the principles of social networks: each trading talent can represent and publish their...

Integrations: 0

Partnership: 7

TAIGER

TAIGER helps organisations optimise operational efficiencies by automating complex cognitive tasks. We specialise in advanced AI-engineered information access and extraction...

Integrations: 0

Partnership: 0

RobustWealth

Automation, Investment Research, Rebalancing

Originally invested in by investment advisors, RobustWealth is a digital wealth management platform built for their needs. RW integrates previously...

Integrations: 0

Partnership: 0

Due

Payment Platforms, Payment Processing, Retirement Planning, Taxes Solutions / Bills / Invoices

Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped...