Fintech Integration Marketplace

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....

ClientWorks is a comprehensive advisor platform designed — and continually refined — to help you run your business more efficiently....

CompleteView is designed to provide easy access to view your clients’ overall financial picture, to help you provide more comprehensive...

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...

Docupace aims to simplify operations in the highly regulated business of wealth management, which is bound to red tape burden,...

DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign...

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade...

EarnWise harnesses the best of traditional and robo-advisor business strategies in a single, easy-to-implement, online solution. Designed to integrate with...

EBI Portfolios is dedicated to bringing science, efficiency and innovation to investing. It provides evidence-based investment management and supporting resources...

Elite Wealth Advisors Ltd, a trusted and well diversified financial services company, deals in Broking, Financial Planning, PMS, Realty &...