Wealth Management - Fintech Integration Marketplace - Page 32 of 45

Integrations: 2

Partnership: 0

Analytics, Investment Research, Portfolio Management

Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private...

Integrations: 0

Partnership: 0

Cetera Advisor Networks

Broker-Dealer Platforms, Financial Planning, Investment Research, Portfolio Management

Broker-dealer Cetera Advisor Networks offers assorted financial services through independent financial advisors who own and operate branch offices. The firm’s...

Integrations: 1

Partnership: 0

Chaikin Analytics

Analytics, Investment Research

Chaikin Analytics (formerly Chaikin Power Tools), which launched in March 2011, is a suite of stock research tools and portfolio...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 31

Partnership: 0

CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....

Integrations: 0

Partnership: 0

ClientWorks | LPL Financial

Broker-Dealer Platforms

ClientWorks is a comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently....

Integrations: 0

Partnership: 0

CompleteView | E*TRADE

Account Aggregation

CompleteView is designed to provide easy access to view your clients’ overall financial picture, to help you provide more comprehensive...

Integrations: 2

Partnership: 4

Discovery Data

Account Aggregation, Analytics, Client Intelligence, Collaboration Tools, Communication Tools, CRM, Investment Research, Marketing, Technology

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...

Integrations: 3

Partnership: 0

Docupace

Cybersecurity, Document Management, Document Management, Investment Research

Docupace aims to simplify operations in the highly regulated business of wealth management, which is bound to red tape burden,...

Integrations: 4

Partnership: 0

DocuSign

Content Management, Content Management, Document Management, Document Management

DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign...