Wealth Management

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

Wealth Management

Payments

Insurance

Security

Transaction Validation

Risk Management

Identity Verification

Banking

Private Banking

Commercial Banking

Other

Time Management

Event Management

Document Management

Content Management

Communication Tools

Collaboration Tools

Integrations: 16

Partnership: 0

Morningstar Office

Portfolio Management

Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...

Integrations: 1

Partnership: 0

Morningstar TRX

Analytics, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.

Integrations: 1

Partnership: 0

Account Aggregation

Founded in 2010, MX aggregates data for our clients using multiple account aggregators, which gives us the ability to switch...

Integrations: 5

Partnership: 0

Content Management, Content Management

In today’s digital world, the ability to communicate with your clients through text message is integral to the client/advisor relationship....

Integrations: 5

Partnership: 0

National Financial Services | Fidelity

National Foinancial Services (NFS) is a registered broker-dealer owned by Fidelity Global Brokerage Group. NFS provides a wide range of...

Integrations: 1

Partnership: 0

Financial Planning

Nationwide is the world's largest building society as well as one of the largest savings providers and a top-three provider...

Integrations: 2

Partnership: 0

Content Management, Content Management, Cybersecurity, Document Management, Document Management

NetDocuments is enterprise content management in the cloud. Small to large organizations, including many of the Am Law 100 firms,...

Integrations: 7

Partnership: 0

NetX360 | Pershing

Account Aggregation, Analytics, Custodial Platforms, Cybersecurity, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Trading

NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...

Integrations: 0

Partnership: 0

Northwestern Mutual

Broker-Dealer Platforms

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers...

Integrations: 1

Partnership: 0

Financial Planning

OMNIMax have developed an extensive platform allowing advisory businesses to deliver scalable quality advice to clients via customisable off-the-shelf or...

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Experience in business domains

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Strategic technology partner for the top Fintech companies

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