The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 6

Partnership: 0

BlackRock

Broker-Dealer Platforms, Financial Planning, Retirement Planning, Trading

BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals. BlackRock...

Integrations: 0

Partnership: 0

Bloomberg Terminal

Analytics, Investment Research, Trading

The Bloomberg Terminal is a computer software system provided by the financial data vendor Bloomberg L.P. that enables professionals in...

Integrations: 8

Partnership: 0

Blueleaf

Account Aggregation, Billing, Portfolio Reporting

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on...

Integrations: 7

Partnership: 0

BOX.com

Content Management, Content Management, Document Management, Document Management

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on...

Integrations: 5

Partnership: 0

Bridge Financial Technology

Account Aggregation, Billing

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...

Integrations: 1

Partnership: 0

Broadridge

Account Aggregation, Portfolio Management, Portfolio Reporting, Retirement Planning

Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building...

Integrations: 1

Partnership: 0

BT Wealth Management

Financial Planning, Portfolio Management

BT Wealth is managed by a team of experienced professionals to deliver portfolio design and monitoring. In addition, our affiliation...

Integrations: 4

Partnership: 0

ByAllAccounts | Morningstar

Account Aggregation

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete...