Wealth Management - Fintech Integration Marketplace - Page 5 of 45

Integrations: 0

Partnership: 0

Analytics, Retirement Planning, Risk Profiling, TAMP

Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services,...

Integrations: 0

Partnership: 0

Madwire

CRM, Document Management, Document Management, Marketing, Payment Processing, Wealth Management

Madwire® is a technology company that provides business management and marketing software and services for SMBs and franchises. Madwire’s brands...

Integrations: 0

Partnership: 0

B-next group

Analytics, Financial Planning, Risk Profiling, TAMP, Trading, Wealth Management

Integrations: 0

Partnership: 0

ALOHA VENTURES LTD

Investment Research, Omni-Channel, Payments, Wealth Management

With the team of over 25 years of online & offline marketing and start-up experience, we have been applying new...

Integrations: 0

Partnership: 0

Reporting Standard

Analytics, Payments, Taxes Solutions / Bills / Invoices, Wealth Management

Reporting Standard XBRL is a software company mainly engaged in three activities: - specialized IT consulting; - XBRL software creation....

Integrations: 0

Partnership: 0

Gabler

Account Aggregation, Financial Planning, Retirement Planning, Wealth Management

Our services include strategies that offer financial predictability and stability both on the pensions consulting and investment side and we...

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...

Integrations: 0

Partnership: 0

Turbonomic

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Turbonomic AI-powered Application Resource Management (ARM) simultaneously optimizes application performance, compliance and cost in real-time. The software platform automatically identifies...

Integrations: 0

Partnership: 0

SoftPak Financial Systems

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

Since 1994, SoftPak Financial Systems has developed innovative products for the financial industry that powers some of the biggest investment...

Integrations: 0

Partnership: 0

SEQ Technology

Account Aggregation, Analytics, Automation, Financial Planning, Portfolio Accounting, Portfolio Management, Wealth Management

At SEQ Technology, we keep our clients in mind and are always available to fulfill their needs (Service). Our background...