Fintech Integration Marketplace

StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Its online platform gives...

Integrations: 24

Partnership: 0

AdvisorPeak

Rebalancing, Trading

Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...

Integrations: 9

Partnership: 0

RiXtrema

Analytics, Financial Planning, Retirement Planning, Risk Profiling, TAMP

Larkspur-RiXtrema is fiduciary database and an analytics engine for advisors who work with retirement plans and rollovers. Products such 401kFiduciaryOptimizer...

Integrations: 21

Partnership: 0

Finametrica

Risk Profiling, TAMP

FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors...

Integrations: 15

Partnership: 0

Tolerisk

Retirement Planning, Risk Profiling, TAMP

Tolerisk® is an analytical tool used by all types of Financial Professionals to help their clients figure out how much...

Integrations: 25

Partnership: 0

Totum Risk

Portfolio Reporting, Risk Profiling, TAMP

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...