Albridge Applink

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Albridge Applink

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About

Albridge has relationships with more than 50 of the industry’s leading technology providers. Through our Applink™ integration solution, clients can seamlessly access tools for Customer Relationship Management (CRM), portfolio management, risk management and more. This drives efficiency and allows advisors to maximize the use of client account data. Our interoperability helps firms and advisors create an integrated technology ecosystem of best-of-breed providers.

Contacts

https://www.albridge.com/integrations/applink-technology-providers

https://www.facebook.com/Albridge/

Products / Services

Integrated Technology Ecosystem

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 2

Partnership: 0

ProTracker Advantage

CRM

ProTracker Software specializes in practice management software designed for financial planning and investment advisory businesses. ProTracker Software is based in...

Integrations: 5

Partnership: 0

Quik!

Content Management, Content Management

Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity. Its technology...

Integrations: 2

Partnership: 0

Gravity Investments

Analytics, Automation, Investment Research, Proposal Generation, Risk Profiling, TAMP

Gravity Investments is an Institutional RoboAdvisory company that works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative...

Integrations: 1

Partnership: 0

BIGContacts

CRM

Founded in 2007 by Bob Walton, BIGContacts CRM is now used by thousands of clients across the globe. Initially founded...

Integrations: 1

Partnership: 0

BondWave

Analytics, Investment Research, Portfolio Reporting, Proposal Generation, Trading

BondWave is a trusted partner to some of the biggest names in the financial industry. And we’re affiliated with First...

Integrations: 1

Partnership: 0

Eaton Vance

Portfolio Management, Tax Planning

Eaton Vance provides advanced investing to forward-thinking investors, applying discipline and long-term perspective to the management of client portfolios. From...

Integrations: 3

Partnership: 0

Fiserv

Account Aggregation, Analytics, Core Banking, Cybersecurity, Data&Analytics, Lending, Online Banking, Risk Profiling, TAMP, Taxes Solutions / Bills / Invoices

Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Integrations: 3

Partnership: 0

Advisor Products

Content Management, Content Management

Advisor Products content marketing toolset provides easy-to-use communication tools and measurable results. Custom designed websites, FINRA-reviewed articles, videos and presentations,...

Integrations: 1

Partnership: 0

inStream

Payment Processing

Headquartered in Nashville, Tennessee, InStream helps organizations improve efficiency through intelligent business processes and customized solutions. InStream provides solutions for...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

Integrations: 6

Partnership: 0

BlackRock

Broker-Dealer Platforms, Financial Planning, Retirement Planning, Trading

BlackRock is a global investment manager and technology provider who helps investors of all types achieve their financial goals. BlackRock...

Integrations: 4

Partnership: 0

Finance Logix | Envestnet

Financial Planning

Finance Logix® combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the...

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: 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...

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: 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...

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: 1

Partnership: 0

RiskPro

Analytics, Investment Research, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP

RiskPro is a risk analysis and portfolio construction tool designed to assist financial professionals (advisors) in selecting Portfolios for their...

Integrations: 28

Partnership: 0

SmartOffice | Ebix

CRM

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most...

Integrations: 20

Partnership: 0

VEO One | TD Ameritrade

Custodial Platforms

Veo One brings your existing Veo Integrated third-party technology applications onto one platform to offer a complete view of your...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Integrations: 26

Partnership: 0

eMoney Advisor | Fidelity Investments

Account Aggregation, Analytics, Financial Planning, Retirement Planning, Tax Planning

eMoney Advisor provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client's financial...

Integrations: 53

Partnership: 0

MoneyGuide | 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: 25

Partnership: 0

HiddenLevers

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

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 9

Partnership: 0

RiXtrema

Analytics, Financial Planning, Retirement Planning, Risk Profiling, TAMP

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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