Fintech Integration Marketplace

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

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial...

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

Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Through Asset-Map, advisors are able to see such data...

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

Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client...

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

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

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

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