Laserfiche is the leading global provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document...

Integrations: 13

Partnership: 4

LifeYield, LLC

Financial Planning, Portfolio Management, Rebalancing, Tax Planning

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist...

Integrations: 10

Partnership: 0

LPL Financial

Custodian

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...

Integrations: 2

Partnership: 0

MacroRisk Analytics

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Risk Profiling, TAMP

MacroRisk Analytics offers a suite of statistically and scientifically tested tools for risk-tolerance profiling, portfolio optimization, and measuring the economy’s...

Integrations: 1

Partnership: 0

Millennium Trust

Custodial Platforms

Established in 2000, Millennium Trust is an expert provider of specialized custody solutions for alternative assets, investment accounts and retirement...

Integrations: 0

Partnership: 0

MML Investor Services

Broker-Dealer Platforms

MML Investors Services LLC presents clients with the opportunity to pick from more than 80 mutual fund families and a...

Integrations: 3

Partnership: 0

MoneyGuidePro | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Integrations: 1

Partnership: 0

Moody’s Analytics

Analytics, Investment Research, Risk Profiling, TAMP

Moody’s Analytics provides financial intelligence and analytical tools supporting our clients’ growth, efficiency and risk management objectives. The combination of...

Integrations: 16

Partnership: 0

Morningstar

Investment Research

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers...

Integrations: 3

Partnership: 0

Morningstar Advisor Workstation

Analytics, Investment Research

Built for productivity, Morningstar Advisor Workstation supports advisors with the latest Morningstar investment data, tools, and reports to serve existing...