Fintech Integration Marketplace - Page 106 of 120

Integrations: 2

Partnership: 0

Document Management, Document Management

Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed...

Integrations: 12

Partnership: 0

Albridge | BNY Mellon

Account Aggregation, Portfolio Reporting

Integrations: 1

Partnership: 0

AllData PFM | Fiserv

Account Aggregation

AllData PFM from Fiserv is an account aggregation solution that offers financial institution customers a complete view of their finances,...

Integrations: 1

Partnership: 0

Apex Clearing

Account Aggregation, Custodial Platforms, Custodian, Investment Research, Portfolio Management, Risk Profiling, TAMP, Trading

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in...

Integrations: 5

Partnership: 0

AppCrown

Broker-Dealer Platforms, CRM, Custodial Platforms

Integrations: 3

Partnership: 0

Aqumulate

Account Aggregation

The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial...

Integrations: 0

Partnership: 0

AXA Advisors

Broker-Dealer Platforms

At the New York, New York Branch office of AXA Advisors, LLC, we are committed to building long-term relationships with...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

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: 0

Partnership: 0

Bloomberg Terminal

Analytics, Investment Research, Trading

The Bloomberg Terminal is a computer software system provided by the financial data vendor Bloomberg L.P. that enables professionals in...