Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Integrations: 0

Partnership: 0

Legal & General

Annuities, Life Insurance

Our parent company, Legal & General Group Plc, is one of the world’s leading multinational financial services companies – and...

Integrations: 1

Partnership: 0

SEM Wealth Management

Financial Planning, Portfolio Management, Risk Profiling, TAMP

SEM Wealth Management is a SEC Registered Investment Advisor with offices in Arizona & Virginia. We work with advisors across...

Integrations: 0

Partnership: 0

SuccessPro Roadmap | ActiFi

Content Management, Content Management

ActiFi’s SuccessPro™ Roadmap has been called “the killer app for practice management consulting” by Wealth Manager Magazine. That’s because it...

Integrations: 3

Partnership: 0

Bank of America Merril Lynch

Custodian

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in...

Integrations: 1

Partnership: 0

Datafaction

Billing, Payroll

Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services....

Integrations: 0

Partnership: 0

Empower Retirement

Retirement Planning

Empower Retirement is guided by a vision to revolutionize workplace retirement savings. We believe people deserve better than a one-size-fits-all...