AdviceNext | Lincoln Financial Network
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AdviceNext | Lincoln Financial Network

Wealth Management

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

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Trading
(65)
Tax Planning
(24)
TAMP
(53)
Risk Profiling
(49)
Retirement Planning
(79)
Rebalancing
(40)
Proposal Generation
(11)
Portfolio Reporting
(60)
Portfolio Management
(115)
Portfolio Accounting
(19)
Investment Research
(85)
Financial Planning
(98)
Document Management
(50)
Custodian
(17)
Custodial Platforms
(16)
CRM
(32)
Content Management
(32)
College Planning
(25)
Client Intelligence
(6)
Broker-Dealer Platforms
(34)
Billing
(29)
Automation
(22)
Analytics
(100)
Account Aggregation
(54)
Taxes Solutions / Bills / Invoices
(123)
POS
(71)
Personal Finance
(9)
Payroll
(32)
Payment Processing
(218)
Payment Platforms
(163)
Payment Gateways
(32)
Omni-Channel
(62)
Fundraising
(9)
Exchange
(26)
Domestic Payments
(24)
Dispute and Chargeback Management
(2)
Data&Analytics
(112)
Cross-Border Payments
(61)
Blockchain
(46)
Travel insurance
(8)
Renters Insurance
(5)
Recreational Insurance
(3)
Life Insurance
(31)
Homeowners Insurance
(11)
Health Insurance
(12)
Disability Insurance
(11)
Claims Management
(5)
Business Insurance
(14)
Auto Insurance
(19)
Annuities
(13)
Transaction Validation
(8)
Risk Management
(31)
Identity Verification
(17)
Cybersecurity
(53)
Compliance
(44)
Authentication
(7)
Private Banking
(84)
Online Banking
(100)
Mortgage
(124)
Loan
(12)
Lending
(276)
Core Banking
(104)
Commercial Banking
(91)
Time Management
(9)
Telecom
(1)
Technology
(81)
Marketing
(29)
HR Services
(6)
Event Management
(3)
Education
(7)
Document Management
(50)
Content Management
(32)
Communication Tools
(21)
Collaboration Tools
(6)
Integrations: 0
Partnership: 0
AdviceNext | Lincoln Financial Network
Broker-Dealer Platforms
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and...
Integrations: 1
Partnership: 0
Advisor360 | Commonwealth Financial
Analytics, Broker-Dealer Platforms, CRM, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing
The Advisor360° suite comprises Client360°, which integrates portfolio, trade, contact, document, and wealth management in what the vendor calls a...
Integrations: 22
Partnership: 0
Advisors Assistant
CRM
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...
Integrations: 2
Partnership: 0
AdvisoryWorld
Analytics, Financial Planning, Portfolio Management, Proposal Generation
AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset...
Integrations: 2
Partnership: 0
Agreement Express
Document Management, Document Management
Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed...
Integrations: 12
Partnership: 0
Albridge | BNY Mellon
Account Aggregation, Portfolio Reporting
Integrations: 1
Partnership: 0
AllData PFM | Fiserv
Account Aggregation
AllData PFM from Fiserv is an account aggregation solution that offers financial institution customers a complete view of their finances,...
Integrations: 1
Partnership: 0
Apex Clearing
Account Aggregation, Custodial Platforms, Custodian, Investment Research, Portfolio Management, Risk Profiling, TAMP, Trading
Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in...
Integrations: 5
Partnership: 0
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AppCrown
Broker-Dealer Platforms, CRM, Custodial Platforms
Integrations: 3
Partnership: 0
Aqumulate
Account Aggregation
The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial...
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AdviceNext | Lincoln Financial Network

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Get in touch
AdviceNext | Lincoln Financial Network
Get in touch
call
+1 (786) 845-6743
write

info@insart.com
sales@insart.com
talents@insart.com

follow

LinkedIn
YouTube

RSS

Links

Story
Services
Founders
Demo Days
Signals
Accessibility Statement
DPA
Privacy Policy
Terms & Conditions
Cookies Policy

Strategic technology partner for the top Fintech companies

INSART SOFTWARE, LLC 7284 W Palmetto Park Rd. Boca Raton, FL 33433

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