Fintech Integration Marketplace

The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management...

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share...

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full...

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit...

SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one...

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

SmartStation® application gives financial advisors the ability to see how different rebalancing options may affect client recommendations and potentially guide...

SMArtX Advisory Solutions is the next evolution in managed accounts technology, catering to independent wealth advisors, broker/dealers, OCIOs, and RIA...

Solomon Exam Prep is led by founders Karen and Jeremy Solomon, who have maintained a lifelong commitment to learning and...

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...