Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Wealth Management

Payments

Insurance

Security

Transaction Validation

(8)

Risk Management

(31)

Identity Verification

Banking

Other

Integrations: 0

Partnership: 0

WealthcareGDX

Financial Planning, Portfolio Management, Rebalancing, Tax Planning, Trading

Wealthcare reimagined the entire advisory experience from the investor’s point of view. The result is GDX360™ —the first goals-driven experience...

Integrations: 9

Partnership: 0

Wealthscape | Fidelity

Custodial Platforms, Portfolio Management, Rebalancing

Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms...

Integrations: 1

Partnership: 0

Windham Portfolio Advisor

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

Windham Labs, a division of Windham Capital Management, LLC, is a global leader in investment technology and research. Investors worldwide...

Integrations: 2

Partnership: 0

Worldox

Content Management, Content Management, Document Management, Document Management

Proven in over 6,000 organizations, Worldox is a comprehensive, sensible document management solution and the easiest and fastest way to...

Integrations: 16

Partnership: 0

XLR8 | Concenter Services

CRM

Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...

Integrations: 0

Partnership: 0

YCharts

Analytics, Investment Research

Chicago-based YCharts is an online financial data research company that helps users track the markets without the use of terminals...

Integrations: 6

Partnership: 0

Yodlee | Envestnet

Account Aggregation, Analytics

Yodlee is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. We are...

Integrations: 0

Partnership: 0

Zacks Investment Research

Analytics, Investment Research

Zacks Investment Research is used by thousands of analysts at well over 200 brokerages to give clients reliable investment information....

Integrations: 5

Partnership: 0

Zapier

Automation, Cybersecurity

Zapier gives people internet superpowers by letting them easily connect and automate the apps they use. Partners, including Salesforce, Intuit,...

Integrations: 0

Partnership: 0

Zephyr Portfolio Analytics | Informa Financial Intelligence

Analytics, Investment Research

The latest web-based Zephyr is loaded with important features to drive business growth. Manager research – screen thousands of investment...