Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice...

Integrations: 7

Partnership: 0

Interactive Brokers

Custodian

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 1

Partnership: 0

InvestEdge

Account Aggregation, Investment Research, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

InvestEdge provides a platform with a streamlined set of suites and tools to handle all aspects of wealth management, including...

Integrations: 0

Partnership: 0

Investment POD

Portfolio Management, Rebalancing, Trading

Traditional investing is based on the time-honored tradition of valuing future earnings, a process that is highly dependent upon the...

Integrations: 7

Partnership: 0

iRebal | TD Ameritrade

Rebalancing, Tax Planning, Trading

iRebal®, the intelligent rebalancer, is a customizable, rule-based program designed to reduce the legwork in complex investment management and rebalancing...

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 0

Partnership: 0

Koyfin

Analytics, Investment Research

Koyfin is building sophisticated and user-friendly investment research tools available at a fraction of the cost of existing premium tools....

Integrations: 2

Partnership: 0

Kwanti

Analytics, Investment Research

Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti...

Integrations: 9

Partnership: 0

Laser App

Content Management, Content Management

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms...